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

CNBC•Sat, Sep 5, 2026, 04:45 PM•2 min read

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

Source: [CNBC](https://www.cnbc.com/2026/09/05/we-got-more-defensive-last-week-as-wall-street-raised-the-bar-for-ai-stocks.html)

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