Schwab Strategist Warns a Single Mega-Cap Capex Miss Could Disrupt the AI-Driven Market

Crypto Insight Summary: Schwab's Kevin Gordon says one mega-cap capex miss could disrupt S&P 500 earnings, as AI stocks carry a narrow market. Crypto Insight Analysis: Direction: Neutral Impact: Minor Impact Horizon: Short-term (1-3 days) Reasoning: Potential market disruption is limited to traditional equities, not directly impacting crypto.