SlateStone Wealth’s Chief Equity Strategist, Erin Gibbs, joined CNBC’s Worldwide Exchange to discuss market breadth, rotation beyond the AI leaders and where investors can play defense as indexes reach record highs.
Erin noted that broader participation across sectors signals a healthy bull market, but rising valuations make it a good time to rebalance. She pointed to healthcare and telecom as defensive opportunities heading into 2026 and highlighted Thermo Fisher as a strong, steady performer amid shifting market leadership.
Watch the full segment here.