Aug. 20 at 7:29 AM
$APH $SCHW $MCD $STX $SHOP Amphenol benefits from connectivity and AI infrastructure demand, Charles Schwab benefits from investing activity and asset growth, McDonald's benefits from global restaurant demand, Seagate benefits from data-storage and AI workloads, and Shopify benefits from e-commerce adoption. I'm watching data-center spending, client assets, same-store sales, storage demand, and merchant growth.