EPISODE · Jun 23, 2026 · 17 MIN
The Big 3: GEV, IBM, MSFT
from Schwab Network · host Schwab Network
Jessica Inskip returns to the Big 3 and offers a glimpse into stocks she sees as beneficiaries in the AI trade. She points to GE Vernova (GEV) as a key player in the data center buildout with a higher margin compared to competitors. Jessica names IBM Corp. (IBM) as a strong multi-faceted tech company and sees Microsoft (MSFT) as an opportunity due to its backlog and expanding AI endeavors. Rick Ducat backs Jessica's insights with a look into key support and resistance areas to watch. ======== 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
Jessica Inskip returns to the Big 3 and offers a glimpse into stocks she sees as beneficiaries in the AI trade. She points to GE Vernova (GEV) as a key player in the data center buildout with a higher margin compared to competitors. Jessica names IBM Corp. (IBM) as a strong multi-faceted tech company and sees Microsoft (MSFT) as an opportunity due to its backlog and expanding AI endeavors. Rick Ducat backs Jessica's insights with a look into key support and resistance areas to watch. ======== 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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The Big 3: GEV, IBM, MSFT
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