Jed Ellerbroek's NVDA Bull Narrative, AI ROI & AAPL Earnings Expectations

<p>Jed Ellerbroek expects to see decelerating earnings growth for the AI trade as stocks across the board get pummeled. However, that&#39;s not to say Jed doesn&#39;t see strengths in tech. He outlines earnings expectations for Apple (AAPL) and its iPhone ecosystem, along with the tone it will set for the AI trade ahead. Sticking with the Mag 7, Jed continues to see a bullish narrative for Nvidia (NVDA) even as Wall Street prices the stock for a ceiling on AI CapEx in 2027. He needs to see accelerating ROI and increasing token costs from companies for the buildout expansion to be justified. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe</p><p>Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185</p><p>Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7</p><p>Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse</p><p>Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network</p><p>Watch on DistroTV - https://www.distro.tv/live/schwab-network/</p><p>Follow us on X – https://twitter.com/schwabnetwork</p><p>Follow us on Facebook – https://www.facebook.com/schwabnetwork</p><p>Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/</p><p>About Schwab Network: https://schwabnetwork.com/about</p><p><br></p>