Tech Rally Accelerates as AI Lifts GOOGL and NVDA, Pressure Builds on AAPL

Christopher Zook warns tech’s renewed momentum may be outpacing fundamentals. He’s bullish on AI leaders like Alphabet (GOOGL) and Nvidia (NVDA), but cautious on Apple (AAPL), while noting broader risks from consumer strain and shifting labor and private‑market dynamics.

The Watch List

20 Apr 2026

SHARE

Schwab Network's Newsletters

Daily insights for every investor