Finding the AI Winners and Losers in the Tech Selloff

Priya Misra of J. P. Morgan writing the market is trying to figure out the AI winners and the losers.Priya joins us now from our break. And Monique Bond, markets the clear winner this week, surely. Indeed.And that diversification aspect, that fixed income, that treasuries, that duration, you know, I think a lot of people sort of stay in the front end. The front end doesn't give you that much. It's really the five year tenure.So we've been saying this is the revenge of diversification. You know, it was not v ...