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
Tape desk, TradeNews BD (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… Source primaire : original chez CNBC Finance (cnbc.com).
