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.
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We got more defensive last week as Wall Street raised the bar for AI stocks
World desk bei Times News (2026-09-05): 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… Primärquelle: Original bei CNBC Finance (cnbc.com).
