15:I[66739,["/_next/static/chunks/0kktebtcs1htf.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0kn25ki6~d.3~.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/174-a_qls6cvj.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0z~br_s19yb5~.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB"],"IconMark"] 16:T52b,

John Petrides believes value stocks, particularly small-cap value, are due for a rebound. Despite concerns about recession and interest rates, he sees a compelling case for small-cap value due to valuations, the potential for a steeper yield curve, and the law of large numbers. He also notes that the AI trade may have already priced in much of its upside, making it a "buy the rumor, sell the news" scenario.

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Small-Cap Value Due for Rebound: Buy the Rumor, Sell the News in AI Stocks

Schwab Network

Small-Cap Value Due for Rebound: Buy the Rumor, Sell the News in AI Stocks