Phil Rosen: Undervalued market segments may outperform despite AI boom

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20.10.2026

Phil Rosen: Undervalued market segments may outperform despite AI boom — AI optimism and diversification market view

Phil Rosen said that while enthusiasm for artificial intelligence remains strong, some undervalued parts of the market could be poised to outperform. Rosen discussed with Meb Faber the idea of a "bear market in diversification," as well as the ongoing global buyback trend, the potential risks of technology-focused trading, and why Faber is optimistic about non-U.S. stocks.

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Rosen previously reported that the S&P 500 gained 118% over four years, marking one of the strongest bull markets in recent decades. In an earlier analysis, he also noted that tech stocks were historically cheap compared to the S&P 500. These observations provide context for the current focus on undervalued market segments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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