SlateStone Wealth’s Erin Gibbs joined CNBC’s Worldwide Exchange to discuss what she’s calling a regime shift in the equity markets — a transition from “growth at any price” toward a focus on quality earnings and valuation discipline as investors look ahead to 2026. Erin noted that while the AI trade isn’t disappearing, leadership is beginning to broaden into companies that combine profitable growth with responsible capital allocation, especially within mid- and small-cap segments. She highlighted names that benefit from these trends and emphasized the importance of earnings and cash flow over pure hype as the market evolves.
Watch the full segment here.