Bull Market Rolls On Despite Risks as IPO Buzz and AI Drive Growth

What this episode covers

Jay Mehta explains why the bull market continues despite geopolitical and macro uncertainty, pointing to strong demand for long-duration growth and innovation tied to recent IPOs. He notes that tech and communications are driving earnings growth while other sectors lag, keeping markets narrow. Mehta adds that defensive sectors like consumer staples and healthcare look cheap but lack strong fundamentals, reinforcing the need for disciplined long-term investment strategies.======== 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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