Dave Sekera, chief U.S. market strategist at Morningstar, says now is a good time to take money out of tech and growth stocks and move them into value-oriented companies. He argues the AI trade is running out of steam and labels the memory trade as overvalued, pointing to Micron (MU) and SanDisk (SNDK) as examples. Dave also touches on global headwinds facing equities that could hinder a further run in equities. That said, he sees corners of the market will plenty of upside potential.