AI rally enters ‘prove-it’ phase as investors rotate to defensives: Strategist
04:44 Min
Brian Krawez, President and CIO of Scharf Investments, says markets are shifting from high-beta AI stocks to more predictable, lower-volatility names as investors question returns on heavy tech spending.
13 Feb 2026 02:00pm
Brian Krawez, President and CIO of Scharf Investments, says markets are shifting from high-beta AI stocks to more predictable, lower-volatility names as investors question returns on heavy tech spending.
Popular Shows
