HomeTechTechnology'Strong Enough' Economy Holds Bull Thesis, 'Rotation' Out of A.I. Good for Indices

'Strong Enough' Economy Holds Bull Thesis, 'Rotation' Out of A.I. Good for Indices

Charles Schwab's Nathan Peterson believes the U.S. government reopening will offer a new base of support for markets, though he warns investors to watch for a forming rotation. As companies like Nvidia (NVDA) and CoreWeave (CRWV) sell off, he explains the move out of tech may be used to support market breadth in the broader indices.

Morning Trade Live

11 Nov 2025

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