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US Markets Wrap: Markets rethink the AI Trade, time to rotate? episode artwork

EPISODE · Dec 16, 2025 · 10 MIN

US Markets Wrap: Markets rethink the AI Trade, time to rotate?

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

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. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Dec 16, 2025

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US Markets Wrap: Markets rethink the AI Trade, time to rotate?

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This episode was published on December 16, 2025.

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