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Schwab Network

From Memory to Software: Threats AI Presents to Tech Sector

9 min20 juli 2026

John Freeman and Kai Wu talk about the state of the AI trade. They touch on their expectations for earnings season, how they predict AI companies will be scrutinized, and why memory storage demand will grow in the coming years. John discusses the risks he believes are being presented to the software sector. Kai adds that as AI develops further coding abilities, many companies could be looking at trouble.


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