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Investors should reallocate Big Tech plays 'now.' Here's how.
Market Intelligence Analysis
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Why This Matters
Jason Bottenfield advises investors to reallocate their Big Tech investments, specifically in the AI trade, due to potential shifts in market trends.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Steward Partners Global Advisory partner and managing director, Jason Bottenfield, joins Yahoo Finance Executive Editor Brian Sozzi to discuss how investors should be thinking about their investments in the artificial intelligence (AI) trade in 2026. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
Original article published by
Unknown
on December 31, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.