International investors have begun pulling profits from big tech stocks in December following a record-breaking autumn. Since the start of the month, there has been a $1.6 billion net outflow, the largest of 2025. Concerns over an "AI bubble" and the potential pace of further Federal Reserve rate cuts are weighing on investor sentiment. Wall Street strategists recommend reallocating into less favored sectors such as healthcare, industrials, and energy. For additional insights, visit BofA|EPFR and Bloomberg