We got more defensive last week as Wall Street raised the bar for AI stocks
We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.
We got more defensive last week as Wall Street raised the bar for AI stocks
Trade News on 2026-09-05 markets note: We got more defensive last week as Wall Street raised the bar for AI stocks We initiated positions in defensive stocks to balance our AI exposure amid higher… Primary source: original at CNBC Finance (cnbc.com).
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