Yahoo Finance

Following the widespread tech sell-off driven by the unveiling of DeepSeek's latest AI model, Yahoo Finance host Julie Hyman reviews the stock market's (^DJI, ^IXIC, ^GSPC) reliance on the artificial intelligence trade over the past year.

She refers back to comments from Slatestone Wealth chief market strategist Kenny Polcari — the host of Yahoo Finance's new Trader Talk podcast — who believes the AI and greater tech trade has "gotten too stretched and gotten too far ahead of itself" as investors lean toward overconcentrating on tech.

To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here.

This post was written by Luke Carberry Mogan.