Memory Proof Point of AI Volatility & What's Ahead for Tech Trade
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David Fetherstonhaugh discusses the next phase of the AI trade and what is driving volatility in in the tech sector. He talks about inside recent rotation within the AI trade, pointing to memory as a proof point to look for. David also explains how this rotation can create opportunities for investors and how macro pressures are impacting micro themes. Segment originally aired Monday, June 29, 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/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com
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