A key rotation away from artificial intelligence stocks may be underway in the market.
According to Astoria Portfolio Advisors’ John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the system.
“The Fed cut rates four times last year. They cut rates twice already. They’re going to go again whether its December [or] January,” the firm’s CEO and chief investment officer told CNBC’s “ETF Edge” this week. “Historically whenever the Fed cuts interest rates, usually that’s a turn of a new cycle. Market leadership does tend to change quietly.”
Source: https://www.cnbc.com/2025/11/27/green-light-away-from-ai-trade-two-etf-ceos-see-a-key-market-shift.html