Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=zTUeRM40Nrk Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter From Memory to Software: Threats AI Presents to Tech Sector [D5FNY9yEPoo] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT 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. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #markets #stockmarket #schwabnetwork #economy #investing #stock #marketnews #trading #earnings #aitrade #memory #software #sector #ai #artificialintelligence #coding #companies vpi7GNcJKv4 R103eFEt4jO Asg3XKW6UzV BhygKwOkPGI djXf8hQXntY 9AE8Xe2fm3a TcuWq4E2U72
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. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #markets #stockmarket #schwabnetwork #economy #investing #stock #marketnews #trading #earnings #aitrade #memory #software #sector #ai #artificialintelligence #coding #companies vpi7GNcJKv4 R103eFEt4jO Asg3XKW6UzV BhygKwOkPGI djXf8hQXntY 9AE8Xe2fm3a TcuWq4E2U72