Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow

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Adam Lampe believes there's still plenty of upside potential in markets even as the macro front faces a new test in renewed tensions between the U.S. and Iran. In the tech space, he says Alphabet (GOOGL) remains a key AI play "even as the market writes its own obituary" for some aspects of the company. Adam names Broadcom (AVGO) as another key stock to watch. He then turns to the broader energy trade and the need for more power as the AI buildout accelerates. Segment originally aired Monday, August 31, 2026. ======== 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-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfr