Liz Ann Sonders of Charles Schwab joins from the Schwab IMPACT 2026 conference to discuss the earnings season and how it will off "more meat on the bones" in quantifying the AI trade. With CapEx showing no signs of slowing down, Liz Ann emphasizes how important it is for investors to differentiate winners and losers in the AI space. She says to look for low-debt companies that show a clear roadmap for growth. Liz Ann also discusses the Fed's interest rate path ahead as it limits insights on guidance. See a larger interview with Liz Ann on the latest Market Matters with Marley Kayden: https://schwabnetwork.com/video/lessons-liz-ann-sonders-learned-after-decades-on-wall-street