Greg Halter on 'Picks-and-Shovels' Plays and Economic Strength

What this episode covers

Strong earnings are pushing markets to new highs beyond the A.I. trade. Greg Halter highlights “picks and shovels” plays like Eaton Corp. PLC (ETN) and rising power demand, alongside resilience in transport names like Union Pacific Corp. (UNP), Werner Enterprises Inc. (WERN), and Old Dominion Freight Line Inc. (ODFL). He says fundamentals, including consumer wealth and grid buildout, continue to support the rally.======== 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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