Stocks are experiencing a rotation out of momentum-driven AI trades as investors shift their focus from pure technology ...
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4 ETFs to capitalize on the great market rotation

Wall Street is currently witnessing the “Great Rotation,” with investors shunning hot technology stocks in favor of smaller companies and other defensive sectors. The combination of “AI capex fatigue, ...
The moves made by investors into shares of non-technology companies on Tuesday and Wednesday may have even more room to run, said Jay Hatfield, chief executive and founder of Infrastructure Capital ...
Tech stocks have lagged value and small-cap stocks this quarter, a reversal of the trend that prevailed earlier this year. Investors are increasingly anxious about big tech's AI investments, while ...
XLP and other value-oriented funds have sharply outperformed growth sectors and broad indices over the past 3–9 months. Fund ...
A rotation into value stocks could grow in popularity in the new year. Value stocks — businesses that are priced cheaply by the market — have underperformed in all of 2025, but have enjoyed a ...
Tech stocks have driven gains for the broader market for the past couple of years. But leadership has completely rotated since last week's Fed decision. Here's what the situation means for investors ...