Rotation out of AI into Utilities episode artwork

EPISODE · Feb 4, 2026 · 12 MIN

Rotation out of AI into Utilities

from Market Watch · host BFM Media

AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter as to why and if this is a start of a trend. We also ask him his views on the Japanese economy and yen ahead of their elections.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Feb 4, 2026

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Rotation out of AI into Utilities

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