Sveriges mest populära poddar
Schwab Network

Explaining "Rotating Concentration" Out of Mag 7 & Dip in AI Chips

6 min25 juni 2026

Liz Ann Sonders with Charles Schwab explains what she calls a "rotating concentration" in tech, pointing out that investors are pouring out of the Mag 7 and into other rising tech giants like Micron (MU). On the "great chip dip" in AI semiconductor names like Nvidia (NVDA), Liz Ann talks about the various factors she sees eating into price action of it and related stocks.


======== 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/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/


About Schwab Network - https://schwabnetwork.com/about


Schwab Network med Schwab Network finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.