AI's impact on software stock prices is overdone, says Yardeni Research's Ed Yardeni
Youtube·2026-02-26 22:38
Welcome back. A rough day for tech as you know. So when can we expect that trade to stabilize.Let's ask Edard Denny. He is president of Yard Denny Research with me once again at Post 9. Are you thinking a lot about that as you look at this tech trade wondering like what's actually happening here.>> Well uh December 7th we uh decided to rebalance uh our recommendation. We actually uh recommended underweighting uh the Magnificent 7. We thought that there was just going to be too much competition as a result o ...