Mohamed El-Erian addresses the rotation out of AI: There will still be 'handful of AI winners'
Yahoo Finance·2026-02-09 17:07
In his op-ed with Yahoo Finance, Allianz chief economic adviser Mohamed El-Erian examines the emergence of "anti-AI" themes in the market coming off of last week's sell-off in tech and software stocks. El-Erian comes on the Morning Brief to comment on how more investors are being advised to rotate out of tech and the areas where volatility is showing up, while sharing his expectations for the January jobs report due out this Wednesday and how President Trump's Federal Reserve nominee, Kevin Warsh, may be ex ...