Oppenheimer Strategist’s Resilience Advice Amid Dec 12 AI-Driven Market Selloff

This analysis is based on a Fox Business “Making Money” segment [1] published on YouTube on December 13, 2025, featuring John Stoltzfus, Chief Investment Strategist at Oppenheimer. The segment aired amid a notable AI-driven market selloff on December 12, 2025, where the S&P 500 declined 0.86% to 6,827.42 and the NASDAQ Composite dropped 1.25% to 23,195.17 [0]. The selloff was triggered by concerns over AI spending profitability, specifically Oracle’s higher capital expenditure (capex) guidance and Broadcom’s margin warning [0]. Given the segment’s topics (AI, innovation, investing) and headline (advising investor resilience), it is reasonable to infer that Stoltzfus addressed the day’s volatility, likely emphasizing the long-term growth potential of AI and innovation over short-term market noise. However, due to the unavailability of the segment’s transcript (as of the analysis time), the exact details of his arguments and recommendations remain an information gap.

1. The segment’s timing—immediately following the Dec 12 AI selloff—highlights the intersection of real-time market volatility and expert investor guidance, underscoring the need for context in interpreting daily market movements [0][1].
2. The Dec 12 selloff reflects growing investor scrutiny of AI-related profitability rather than a fundamental rejection of AI as a long-term growth theme, a distinction likely central to Stoltzfus’s resilience advice [0].
3. The information gap (missing transcript) underscores the challenge of fully analyzing media segment insights without direct access to detailed content, emphasizing the importance of corroborating expert commentary with additional sources.

• Risks
  : Short-term volatility in AI stocks may persist as investors continue to evaluate profitability metrics, particularly for companies with significant AI capex commitments [0]. The lack of exact transcript details limits the specificity of risk-mitigation insights from Stoltzfus’s commentary.
• Opportunities
  : For investors focused on long-term technological trends, the selloff could present entry points for AI and innovation-focused assets, aligning with the likely long-term growth narrative Stoltzfus emphasized.
• Prioritization
  : The immediate risk of ongoing AI stock volatility warrants attention, while long-term opportunities require patience and a focus on fundamental growth drivers [0].

• Event
  : Fox Business “Making Money” segment with John Stoltzfus (Oppenheimer CIO) discussing AI, innovation, and investor resilience [1].
• Market Context
  : Dec 12, 2025, S&P 500 (-0.86%), NASDAQ (-1.25%) due to AI profitability concerns (Oracle’s capex, Broadcom’s margins) [0].
• Inferred Advice
  : Emphasis on long-term AI growth potential over short-term selloffs, advising investor resilience.
• Information Gaps
  : Exact transcript quotes and specific arguments from Stoltzfus [1].