PodcastSchwab NetworkOctober 14, 2026
MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff
Activest CEO Isaac Waxall reacts to hot CPI, the memory-chip selloff after a Chinese scare, strong AI and chip demand, earnings growth, rate risks, and portfolio advice.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.