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Lagging Fed Raises Risk for Tech and AI Trade

EPISODE · May 14, 2026 · 6 MIN

Lagging Fed Raises Risk for Tech and AI Trade

from Schwab Network · host Schwab Network

The market remains resilient, but Darius Dale warns a lagging Fed and sticky inflation could spark volatility. A potential policy shift may pressure crowded mega-cap tech and the AI trade. Cooling liquidity and supply risks add to the case for a more cautious near-term outlook.======== 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

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Lagging Fed Raises Risk for Tech and AI Trade

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