Finding AI "Picks and Shovels:" What Makes MSFT & CAT Stand Out

Tiffany McGhee believes markets are currently in a good spot with earnings strength and policy changes offering reprieve from volatility. She likes the AI "picks and shovels" stocks she sees offering real returns from CapEx. Microsoft (MSFT) is one name Tiffany points to as Azure cloud growth shows no sign of slowing down. She also considers Caterpillar (CAT) and Schneider Electric strong companies tied to AI infrastructure.======== 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