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Portfolio investing the rotation within portfolio investing

Model: NS-40F401NA26
SKU: 6614066
$275.00
Comp. Value: $922.000
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The rotation within portfolio investing towards financials continues. Banks’ net interest margins remain strong despite slower lending growth, with analyst buy ratings nudging regional bank valuations higher. To learn more about how AI is transforming retirement planning — and how it can impact your nest egg — GOBankingRates spoke with Vasant Dhar, professor of data science at the Leonard N. Stern School of Business at New York University and host of the “Brave New World” podcast. As a pioneer in AI, Dhar helped bring machine learning to Wall Street in the early 1990s. His book, “Thinking With Machines: The Brave New World of AI,” will be published this year. The sharp market pullback in March and April of 2025—followed by a powerful rally to new all-time highs—was especially evident in the technology sector, where some of the largest ETFs in the category fell as much as 25% at the April lows. With ongoing uncertainty around tariffs, the ever-shifting landscape of true artificial intelligence beneficiaries, and intensifying competition from China, advisors had an opportunity to reposition into active strategies better equipped to navigate these headwinds. In portfolio investing, tech stocks remain resilient, with NASDAQ gaining 2.3% in the past month despite market breadth narrowing. AI and semiconductor plays dominate inflows, particularly Nvidia and AMD, as Q2 earnings projections stay above consensus.