30 August 2026
"What we're seeing in 2026, finally, is the power of diversification," says Jeff Mortimer as investors rotate out of Big Tech and Mag 7 takes its spot "in the back of the bus." He discusses ways investors are emphasizing value over growth stocks after the AI trade rattled many due to hyperscaler CapEx growing among other factors.
Segment originally aired Wednesday, August 26, 2026.
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