EPISODE · Jun 29, 2026 · 5 MIN
NFLX, AMZN, Visa (V) Among “Diamonds” as AI Buildout Powers New Opportunities
from Schwab Network · host Schwab Network
Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across companies adopting the technology.======== 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
What this episode covers
Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across companies adopting the technology.======== 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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NFLX, AMZN, Visa (V) Among “Diamonds” as AI Buildout Powers New Opportunities
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