EPISODE · Jul 20, 2026 · 6 MIN
Profit-Taking in Semis Signals a New Market Leadership Shift
from Schwab Network · host Schwab Network
Crossmark Global CEO Bob Doll says the S&P 500's (SPX) recent calm masks significant rotation beneath the surface, particularly within technology stocks. He discusses taking profits in semiconductor names, finding opportunities in oversold software companies, and explains how rising yields, persistent inflation, and higher oil prices could create headwinds for equities.======== 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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Profit-Taking in Semis Signals a New Market Leadership Shift
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