Wasserman: Investors "Overly Optimistic" in AI, Balance Mag 7 with Energy

"The market is not pricing in any slowdown," says Max Wasserman, as investors feel a speed bump in momentum following Broadcom's (AVGO) underwhelming earnings. He says there's plenty of signs of strength in the report overshadowed by sky-high expectations. Max still likes Mag 7 names like Alphabet (GOOGL), Microsoft (MSFT), and Apple (AAPL) but suggests investors also diversify into other sectors like energy.======== 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