Home / BusinessBusinessCNBCBusinessCNBC·Sep 2, 2026·1 min readWe're starting positions in 2 more defensive stocks to balance our AI exposureWe're adding a couple of new positions to the portfolio following Tuesday's exit of a data center name.View original source — CNBC ↗ShareCopy linkShare on XShare on FacebookRelated storiesTechnologyBloombergTechnologyJun 16, 2026 · 1 minBrookfield-Backed Data Center Firm Csquare Files for US IPOBloombergBusinessCNBCBusinessSep 2, 2026 · 1 minWe're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifiesCNBCTechnologyBloombergTechnologyJun 8, 2026 · 1 minNvidia CEO Shrugs Off Tech Stock Rout With AI Just ‘Beginning’BloombergWorldCNBCWorldJun 5, 2026 · 1 minWe're buying the dip in our newest chip stock, getting a better price on a great nameCNBC
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