Investors Reassess AI Giants as Diversification Takes Center Stage

The Federal Reserve’s latest rate decision, the ongoing government shutdown, and a closer look at Big Tech’s AI spending headline this week’s market update. While the Fed signals caution and Washington remains in gridlock, investors are beginning to demand real results from the so-called “Magnificent Seven.”

In this week’s video, we discuss:
• The Fed’s rate cut and what it signals for future policy
• How a Supreme Court tariff case could reshape trade policy
• The difference between Amazon and Meta’s AI strategies
• Why diversification beyond the big AI names remains crucial
Markets are still riding strong on optimism, but the narrative is shifting. As AI valuations soar, disciplined diversification continues to be the smartest move.

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