US Markets Wrap: Markets rethink the AI Trade, time to rotate?
Dec 16, 2025
10:52
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Steve Sosnick, Chief Strategist, Interactive Brokers discusses how markets are repricing expectations around the AI trade, as the AI-related names continue to see weakness on the back of Oracle and Broadcom falling short of lofty expectations. He shares if it is now time to rotate out to other sectors.