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Ed Yardeni explains why he no longer suggests overweighting tech
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Why This Matters
Ed Yardeni's firm reverses its 15-year-long recommendation to overweight tech sector, citing its dominance in the S&P 500, and instead shifts focus to other sectors.
Market Impact
Market impact analysis based on bearish sentiment with 76% confidence.
Sentiment
Bearish
AI Confidence
76%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Yardeni Research president Ed Yardeni says it "no longer makes much sense" for the firm to recommend being Overweight on tech (XLK), given the sector's dominance in the S&P 500 (^GSPC). Yardeni's statement marks the reversal of a 15-year-long call. Yardeni joins Market Catalysts with Julie Hyman to explain why the firm is no longer recommending that investors stay Overweight on the sector, highlighting which sectors he's more bullish on. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Original article published by
Unknown
on December 8, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.