A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Yahoo Finance Published Updated Economy
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Affected assets and topics

GROWTH

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Bullish Confidence 60% How confidence is read Horizon: Short term Impact: Low

Evidence trail

Evidence
Source Yahoo Finance
Claim A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
AI inference Bullish · 60%
Generated 2026-06-26 18:25

AI provenance

Analysed by Free Analysis Rule Based Analysis not AI Methodology v1.0 Generated
Technical identifiers
Provider tag
free-analysis-rule-based-analysis
Analysis version
free-analysis-rule-based-analysis
Article id
100833

Original source

Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Read the full article on Yahoo Finance

Original article published by Yahoo Finance on June 26, 2026. Analysis and insights provided by AnalystMarkets AI.

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