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By Rodrigo Santos Andrade
Mohamed El-Erian: There will still be ‘handful of AI winners’
visibility comment0 event February 9, 2026 timer 14:07
In his op-ed with Yahoo Finance, Allianz chief economic adviser Mohamed El-Erian examines the emergence of "anti-AI" themes in the market coming off of last week’s sell-off in tech and software stocks.
El-Erian comes on the Morning Brief to comment on how more investors are being advised to rotate out of tech and the areas where volatility is showing up, while sharing his expectations for the January jobs report due out this Wednesday and how President Trump’s Federal Reserve nominee, Kevin Warsh, may be expected to lead the central bank if confirmed.
El-Erian is also the Rene M. Kern Practice Professor at the University of Pennsylvania’s Wharton School.
Also, be sure to read up on Mohamed El-Erian’s op-ed for Yahoo Finance addressing investor rotation in the tech sector and AI.
https://uk.finance.yahoo.com/video/anti-ai-rotation-needs-fundamental-144825914.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAAI5x5bmZXcwe1ztw3eAXz6olWFIVSEr2KxwodaP7kfcCs-bEUfNNMENP8rLrow9PTlxKVJ5B2ThYUsOLwrwiQ1c_C1RWCst7fZcGULzHCvWH1UXCyVdmkaYmKF-KyCbguO5wrbHqa33e5C-_pQk9FITucojGPu8vnfdOzdJD-OF5
To watch more expert insights and analysis on the latest market action, check out more Morning Brief here: https://finance.yahoo.com/
#youtube #stocks #AI #Mohamed El-Erian
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