Inside the A.I. Boom: Profit-Taking in Chips, IPO Timeline, and VIX Signals

Dynasty Financial Partners' Pat Nerney explains how his firm is managing expectations during the A.I. boom, including trimming semiconductor exposure while maintaining upside participation. He outlines his timeline for potential OpenAI and Anthropic IPOs and the role of midterms in shaping market dynamics. Nerney also discusses market volatility, noting the VIX’s surprising calm ahead of a key Fed meeting.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about