Wells Fargo's Christopher on 2026 investing strategy: Stay with AI, but trim exposure and diversify
Youtube·2025-12-29 18:51

It's great to talk to you today. Tell me a little bit about this diversification and and why and we're hearing it from lots of different sources today. Why it's so important heading into 2026.>> Yeah, you know, you so Contessa, you mentioned it there. There's some some trading, some adjusting of positions here at year end. We would look through that, look past that.We see the AI capex trend, the spending trend on equipment continuing to grow next year. We think that's a reliable trend, but we don't want to ...