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The Exchange

Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26

Donnerstag, 1. Oktober 2026 · 44 min

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Three beaten-down small cap AI names that are ripe for the picking, according to Federated Hermes’ Stephen Denichilo. Is real estate about to become a buyers’ market? Plus, ahead of earnings, Needham says Nike’s path of least resistance is likely the downside.

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