Nancy Prial on Rotation Out of AI & into Small Caps, Healthcare

Nancy Prial, Co-CEO of Essex Investment Management, urges investors to rotate beyond crowded AI trades into small- and mid-cap stocks with improving valuations and earnings. She highlights healthcare strength, especially in pharma and biotech, and names Axsome Therapeutics (AXSM) as a key opportunity. Prial also points to a resilient U.S. economy, supported by reshoring, infrastructure, energy, and a stabilizing housing market.

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