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Schwab Network

AI "Disruption" to Continue as Investors Search for "Dull, New" Stocks

8 min5 februari 2026

"Disruption" is the new word the AI trade needs to get used to, according to Charles Schwab's Liz Ann Sonders. She explains how the weakness in labor ties into the "cultivating" phase of tech. As for the overall rotation trade, Liz Ann says investors may be "looking for the dull, new object" to add defensive muscle to portfolios.


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