Yahoo S&P سي ثري · AI Schwab Strategist Warns a Single Mega-Cap Capex Miss Could Disrupt the AI-Driven Market Oct 5, 2026 6:55 AM · YahooFinance Schwab's Kevin Gordon says one mega-cap capex miss could disrupt S&P 500 earnings, as AI stocks carry a narrow market. Original source: YahooFinance