BNN Bloomberg: “We think in 2026 the way to play AI is going to be more from an infrastructure standpoint”

Summary

Chief Investment Officer Scott Ladner spoke with BNN Bloomberg about why he attributes year-end volatility to portfolio rotation from tech and AI stocks to cyclicals, and how he sees AI investments shifting to infrastructure and power in 2026.

Not investment advice; mentions of specific securities or sectors are illustrative in nature.

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