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
Briefing desk at Markets Brief (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… Primary source: original at CNBC Finance (cnbc.com).
