AI vs. small caps
37:38–39:11 · 92s
Lori explains why large-cap AI earnings leadership persists into 2026, while small caps only overtake by 2027—shaping near-term positioning and time horizons.


37:38–39:11 · 92s
Lori explains why large-cap AI earnings leadership persists into 2026, while small caps only overtake by 2027—shaping near-term positioning and time horizons.
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