Schwab strategists see tougher crypto rules and hidden AI concentration
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AI · systemfrom the 07:17 video
Mike Townsend expects a revived crypto framework in 2027 to be tougher on companies, while still allowing bipartisan agreement. In Schwab Network’s post-election discussion, he also expects officials to press data-center operators to pay for electricity, water and infrastructure. Liz Ann Sonders argues that higher inflation and yields pressure equity valuations. She urges investors to check whether stocks, corporate bonds and private assets all share the same AI exposure, since different asset classes can conceal a common concentration.
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