EPISODE · Jul 30, 2026 · 6 MIN
AIHY ETF, MSFT, ORCL, and the Rise of the AI Hyperscalers
from Schwab Network · host Schwab Network
Defiance ETFs CIO Sylvia Jablonski argues that the "AI Hyperscalers" have replaced the Mag 7 as the market's biggest growth story. She discusses the AIHY ETF and highlights Microsoft (MSFT) and Oracle (ORCL) as leaders monetizing AI through cloud infrastructure, strategic partnerships, and strong profitability.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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AIHY ETF, MSFT, ORCL, and the Rise of the AI Hyperscalers
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