Market Strategist Julie Biel: The AI Craze Is Making These Quality Stocks More Affordable

Sep 21, 2026 7:26 PM · YahooFinance

Quality companies, with low debt and solid returns, have historically traded at healthy premiums. But as investors flock to high-powered artificial-intelligence names, something interesting is happening, says Julie Biel, chief market strategist and portfolio manager at Kayne Anderson Rudnick Investment Management: Those traditional businesses have increasingly become available for more-reasonable prices. “I think that’s a function of the excitement, particularly in small-caps, on more speculative companies and businesses that are directly tied to AI,” says Biel. “Our nice little industrial companies, our nice little financial businesses, just don’t have the same sex appeal.”

Original source: YahooFinance