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Josh Brown says this ETF is a good way to play the broadening out of the market away from the AI trade
Oracle led a pullback in AI stocks Thursday, but an exchange-traded fund tracking the S&P 500 was still flying high, making it an attractive bet for investors.
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fortune.com
Oracle's huge AI bets are spooking Wall Street—a 12% plunge wiped out the market’s early gains | Fortune
Nvidia was still the single heaviest weight for the S&P 500.
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cnbc.com
Rotation away from AI trade may continue after Oracle earnings dud, Fed decision
The gains of the last several years could broaden out to other sectors.
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Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.
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Josh Brown says this ETF is a good way to play the broadening out of the market away from the AI trade
Oracle led a pullback in AI stocks Thursday, but an exchange-traded fund tracking the S&P 500 was still flying high, making it an attractive bet for investors.
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Santoli's Friday market wrap-up: Stocks are caught in opposing currents of AI anxiety and economic enthusiasm
Friday, the AI pressure proved too heavy for the economically sensitive parts of the market to absorb fully, leaving the S&P 500 with a small weekly loss.
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There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts…
"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to…