HomeIndustriesTechnologyGOOGL to Paint 2025 Tech Picture, Balancing Software with Defense Stocks
00:00
00:00
10:33
GOOGL to Paint 2025 Tech Picture, Balancing Software with Defense Stocks

GOOGL to Paint 2025 Tech Picture, Balancing Software with Defense Stocks

James Cakmak remains cautious in the current trading environment despite recent rallies. These are "not markets for the faint of heart," which is why James suggests balancing tech with more defensive names. However, he believes software will be king in 2025, pointing to positivity in earnings like Tesla (TSLA) and ServiceNow (NOW) signaling a leg higher. He's waiting for Alphabet's (GOOGL) earnings for a clearer picture on tech's direction. On the macro picture, he believes the Fed will take a more dovish stance than investors are pricing in.

The Watch List

24 Apr 2025

SHARE

ON AIR
3:00 pm
Trading 360
5:00 am
Trading 360
REPLAY
6:00 am
Fast Market
REPLAY
7:00 am
Next Gen Investing
REPLAY
education
8:00 am
Your First Trade
REPLAY
education
8:30 am
Inside the Mind of a Trader
REPLAY
education
9:00 am
Inside the Mind of a Trader
REPLAY
education
9:30 am
Inside the Mind of a Trader
REPLAY
education
10:00 am
Your First Trade
REPLAY
education
10:30 am
Your First Trade
REPLAY
11:00 am
Market Overtime
REPLAY
12:00 pm
Morning Movers
1:00 pm
Morning Trade Live
ON AIR
3:00 pm
Trading 360
4:00 pm
Fast Market
5:00 pm
Next Gen Investing
6:00 pm
The Watch List
7:00 pm
Market On Close
8:30 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY
12:00 am
Market Overtime
REPLAY
education
1:00 am
Your First Trade
REPLAY
education
1:30 am
Your First Trade
REPLAY
2:00 am
Market Overtime
REPLAY
education
3:00 am
Inside the Mind of a Trader
REPLAY
education
3:30 am
Inside the Mind of a Trader
REPLAY
education
4:00 am
Inside the Mind of a Trader
REPLAY
education
4:30 am
Your First Trade
REPLAY

Schwab Network's Newsletters

Daily insights for every investor