Matt Tuttle discusses AI selloff, infrastructure opportunities and diversification
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In a Schwab Network interview published October 23, 2026, Matt Tuttle discussed a sharp technology selloff and opportunities he sees in AI infrastructure and other sectors. The host reported the Nasdaq’s worst day since June and a nearly 7 percent decline in chip stocks the previous day. Tuttle expected further volatility but remained constructive on AI, highlighting memory, photonics, data-center locations and energy infrastructure. He also favored Vicor, CSX and WR Berkeley, while emphasizing position sizing and diversification.
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