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Investing within the AI rally: Here's what you need to know
CNBC Televisionยท 2025-07-09 16:55
because there are sectors that I just don't think you need to be in. >> You don't look good. >> Let me make this point.Even if you think you're diversified by just owning the S&P, that diversification has taken a major hit. Because if we go back a decade or so, you'll see that info technology, which is a lot of the companies we're talking about, was only 10% of the S&P. Now it's 32%.So you're going to have to look outside that to diversify. Now it's greater diversification I have. But also you know when you ...