Cameron Dawson on Earnings Strength, AI CapEx & Fears in "Lack of Fear Itself"

As long as earnings estimates continue to move higher, Cameron Dawson sees the bull run having solid footing. That said, she notes markets are slightly overbought and breadth is narrow. If earnings slow, Cameron believes that bull run can stop quickly. She adds that she's fearful of "the lack of fear itself," expressing concern of the intense call activity seen in options. Cameron later tackles the AI CapEx story as hyperscalers build out their AI infrastructure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X –   / schwabnetwork   Follow us on Facebook –   / schwabnetwork   Follow us on LinkedIn -   / schwab-network   About Schwab Network - https://schwabnetwork.com/about #ai #earnings #fed #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #artificialintelligence #chips #micron #mu #nvidia #nvda #datacenter #chips #memory #storage #mag7 #bigtech #fomc #kevinwarsh #interestrates