AI Optimism Returns: Chips Lead New Rally, Beware Volatility & Thinning Breadth
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@CharlesSchwab's Joe Mazzola offers his key takeaways on the AI-led rally for this year’s Schwab Mid-Year Market Outlook. While the rally remains narrow, he suggests stronger GDP and PCE data could signal broader participation. He points to earnings strength, including AI memory stocks, as signs the tech trade is reasserting itself even as the Mag 7 lags. Joe evaluates volatility among AI chipmaking stocks. See the full Schwab 2026 Mid-Year Market Outlook here: https://www.youtube.com/watch?v=M0yFa7ns6o4 ======== 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
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