'There Will Be Winners and Losers:' Keith Buchanan on AI Growth & Diversification

The AI revolution is intact, says Keith Buchanan, though he expresses concerns on valuations centered on forward expectations. He sees markets pricing in more winners than losers in the AI race when that may not be the case. Keith advises investors to diversify their portfolios in anticipation of a "rough ride" for the back half of 2026.

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