Stop Chasing AI - Here’s Where to Invest Right Now

Sonali Basak, Chief Investment Strategist, iCapital lays out the sectors investors should rotate into as AI momentum cools, where pullbacks create opportunities, and why massive IPOs like SpaceX and OpenAI could force a rebalancing ahead of a bumpier second half. 00:00:00 Introduction 00:00:09 Market breath and momentum concerns 00:01:47 Trajectory of the next pullback 00:03:30 Base case for year-end returns 00:05:20 May jobs report and Fed rate path 00:07:31 Chip sector consolidation vs. trend change 00:09:26 Opportunities in financials and industrials 00:11:13 Upcoming AI megacap IPO valuations 00:13:31 Long-term advice for retail IPO investing 00:14:59 Rapid Fire: This or That Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano