We got more defensive last week as Wall Street raised the bar for AI stocks

This story is from 2026-09-05. It is preserved in the archive; the latest stories are on the live feed.

We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.

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2026-09-05 16:45 · CNBC Technology
We got more defensive last week as Wall Street raised the bar for AI stocks

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