{"podcast":{"title":"Schwab Network","slug":"schwab-network-3074782","podcast_index_feed_id":3074782,"rss_url":"https://rss.castbox.fm/everest/314ba05b3c464a50b20d26c34f2e66ad.xml","website_url":"https://schwabnetwork.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/41094497/41094497-1714507071636-4246dca0fe6fc.jpg","author":"Schwab Network","episode_count":9926,"summary":"Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2026 CSMPC. All rights reserved.","last_synced_at":"2026-07-03T08:19:36.229678+00:00","page_url":"https://stenobird.com/podcast/schwab-network-3074782"},"episode":{"title":"Diversifying Tech-Centric Portfolios: Navigating AI Chip Rallies & Finding New Opportunities","slug":"diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities","published_at":"2026-07-02T19:17:31+00:00","page_url":"https://stenobird.com/podcast/schwab-network-3074782/diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities","show_page_url":"https://stenobird.com/podcast/schwab-network-3074782","url":"https://podcasters.spotify.com/pod/show/td-ameritrade-network5/episodes/Diversifying-Tech-Centric-Portfolios-Navigating-AI-Chip-Rallies--Finding-New-Opportunities-e3lj348","audio_url":"https://anchor.fm/s/f589d064/podcast/play/122309192/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-2%2F427252582-44100-2-118d706772254.mp3","summary":"Morningstar's Philip Straehl says his firm and investors are reevaluating the tech space as the trade cools. He believes investors can hold tech but believes in diversifying into underappreciated corners of the space and trimming stocks like Micron (MU), SanDisk (SNDK), and other AI memory companies. He labels Mastercard (MA) and Visa (V) as stocks he likes outside of tech due to their massive consumer moats. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about","meta_description":"Morningstar's Philip Straehl says his firm and investors are reevaluating the tech space as the trade cools. He believes investors can hold tech but belie…","key_points":[],"chapters":[],"topics":[],"duration_seconds":524,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/schwab-network-3074782/episodes/diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/schwab-network-3074782/diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}