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HOLD – As AI Momentum Cools, Software & Defense Stocks Take Focus
The AI momentum trade is fading, according to Baron SMID Cap ETF (BCSM) portfolio managers Laird Bieger and Randy Gwirtzman. In their third-quarter 2026 letter, the managers wrote that investors had bought AI-related names “almost exclusively and at essentially any price.” They believe the shift should favor their long-term fundamental approach. Key Takeaways: Software firms [...] The post HOLD – As AI Momentum Cools, Software & Defense Stocks Take Focus appeared first on ETF Trends .
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