Why AI stocks stay sexy

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.
It has been another money-making year for investors by and large. Crypto prices are near records, AI-exposed stocks continue to perform well, and Wall Street strategists have begun to come out more bullish for 2026 amid expectations for rate cuts. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with BlackRock’s chief investment and portfolio strategist for the Americas, Gargi Chaudhuri. Chaudhuri thinks investor portfolios are even riskier because of shifts in the foundational relationships between stocks and bonds. Despite more elevated valuations for stocks and expectations for slowing US economic growth, Chaudhuri still leans toward favoring growth stocks like those in the AI space. The veteran strategist also recommends having an allocation in digital assets such as crypto.
Listen on your favorite podcast platform or watch on our website for full episodes of Opening Bid Unfiltered here: https://finance.yahoo.com/videos/series/opening-bid/
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