SignalTech/AI
Investors are doing just as well this year by shunning AI. How to invest if the tech trade keeps fizzling
Investors outperformed by avoiding AI as the tech trade fizzles.
Context
What happened: CNBC reports that an S&P 500 index excluding AI stocks is beating the traditional index, and highlights sectors and stocks that could win if the AI trade keeps fraying.
Why it matters: The report suggests investors who avoided AI exposure are doing just as well this year, and it frames alternative sectors as potential winners if the AI trade continues to weaken.
What changed
CNBC reports that an S&P 500 index excluding AI stocks is beating the traditional index, and highlights sectors and stocks that could win if the AI trade keeps fraying.
Why it matters
The report suggests investors who avoided AI exposure are doing just as well this year, and it frames alternative sectors as potential winners if the AI trade continues to weaken.