SCHD: What If AI Capex Returns Disappoint?
Seeking Alpha·2025-12-02 20:45
I usually update my Schwab U.S. Dividend Equity ETF™ ( SCHD ) thesis after the big tech earnings seasons because it represents a quite reliable barometer of investors' confidence. And Q3 earnings season was no exception, in myWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operatio ...