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Market Broadening in Tech's "Choppy" Trade & AI Bull Case in Emerging Markets

Market Broadening in Tech's "Choppy" Trade & AI Bull Case in Emerging Markets

Schwab Network · Schwab Network

January 8, 20267m 35s

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Show Notes

"It's been a choppy week," says Charles Schwab's Nathan Peterson on recent price action. Under the surface of the tech rally, he points to memory chips carrying momentum while market leaders like Nvidia (NVDA) lagged. On the international front, Michelle Gibley makes the case for emerging markets to outperform the U.S. in 2026. Global AI serves as the fulcrum to her thesis, though it doesn't come without risk.


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