17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0e~mn1op2jzz5.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/09-r7sdqv1jf4.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi"],"IconMark"] 18:T4a5,

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.

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Lagging Fed Raises Risk for Tech and AI Trade

Schwab Network

Lagging Fed Raises Risk for Tech and AI Trade