Bloomberg Surveillance · Monday, September 28, 2026
When considering the AI trade, diversification is key, according to LPL Financial's CEO. Beyond playing through hyperscalers and chip manufacturers, there are opportunities in core materials and infrastructure, offering broader exposure to the AI theme.
“I think the way that we think about delivering some macro level advice into our advisors, who ultimately are the folks that are making those calls for their clients, is you can play that through many different there are many different ways to play the AI trade, right?”
“So you can play it through the hyposcalers, you can play it through chip manufacturers, but you can also play it through, you know, core materials as well as infrastructure.”
“And I think that's one where we see a lot of different exposure and in fact, areas where you can broaden the diversity of how you play into the AI trade.”