While no company is immune to the volatility caused by shifting AI sentiment, Dizard sees opportunities emerging from what he describes as “indiscriminate selling” in some of the market’s biggest ...

Capital flows from tech stocks into defensive sectors create market bifurcation. S&P 500 flat as rotation reshapes leadership dynamics.

Berkshire bets on New York Times, Palo Alto beats on earnings, Nvidia wins megadeal with Meta, and more news to start your ...

Stocks are experiencing a rotation out of momentum-driven AI trades as investors shift their focus from pure technology ...

When does a rotation become a selloff? Investors may soon find out. For many investors, 2025 has been about switching—from winners to losers, from the Magnificent Seven to select members of the other ...

The recent surge in small-cap stocks appears unsustainable, according to Capital Economics' John Higgins. Higgins said the fact that large-cap stocks are still near record highs suggests no rotation ...

The stock market has suddenly turned upside down. The market’s laggards have sprung to life in recent days, while the seemingly impervious “Magnificent Seven” group of technology stocks has stumbled.

The stock market may finally be rotating to sectors that have been neglected during the long, spectacular mega-cap era. During these years of exceptional growth in mega-cap tech stocks, their growth ...

Non-tech sectors are outperforming in early 2026, but the S&P 500 remains heavily dependent on megacap tech stocks for gains.