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

Source: www.cnbc.com · Section: business-tech · Bias: Center · Published: Sat, 05 Sep 2026 16:45:14 GMT

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

Read the full article at www.cnbc.com →

The same story across the political spectrum (9 sources)

Center: Tech stocks lead a rally on Wall Street as bond yields ease some more — timesfreepress.com
Center: Tech stocks lead rally on Wall Street | The Arkansas Democrat - Gazette — arkansasonline.com
Center: Asian benchmarks trade mixed following rally on Wall Street led by technology issues — ksat.com
Center: Anthropic close to awarding Morgan Stanley and Goldman top roles in $2tn IPO — www.ft.com
Right: Labor Day Jobs Report Shows Trumpnomics Is Working — www.realclearpolitics.com
Right: Why the jobs report will actually be good for bonds — www.marketwatch.com
Right: LARRY KUDLOW: More on the Bessent economic boom story — www.foxbusiness.com

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