Riesgo: AI Compute Demand Not Slowing, Earnings Add Unexpected Strength

Ahmed Riesgo doesn't see the demand for AI compute slowing down, telling clients he sees the tech pullbacks as opportunities. "The AI future has become cheaper for you," argues Ahmed, making the case it will only get cheaper the more this tech develops. He adds that unexpected earnings strength last quarter offer more muscle to Wall Street but warns not to expect that same outperformance this season. Ahmed turns to international headlines as the U.S. and Iran continue to clash over the Strait of Hormuz. ======== 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