#market-rotation

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Business
fromFortune
21 hours ago

Tech companies may only get half the profit they need to justify their AI investment, Goldman warns | Fortune

Continued AI data-center capex should drive U.S. equity gains in 2026, but slowing capex growth will prompt rotations among big tech, creating two-way index risk.
from24/7 Wall St.
3 weeks ago

Live Nasdaq Composite: Tech Sidelined in Broader Stock Market Push

In what's shaping up as a rotation out of technology names, the Nasdaq Composite has been left out of the broader market rally this week. After yesterday's impressive trading session in which the Dow Jones Industrial Average and S&P 500 both clinched new highs, the broader markets are looking to take more ground while tech remains sidelined. As for the Nasdaq Composite, it is eyeing a 22% gain year-to-date before any potential Santa Claus rally grips the technology sector if sentiment can be reversed.
Business
Business
from24/7 Wall St.
1 month ago

Gold Holds Steady Amid Market Rout. Is it a Top Safety Play for December?

Gold is stabilizing and trending higher as tech and crypto sell-offs push investors toward safer assets like gold and gold-related investments.
Business
fromwww.mercurynews.com
4 months ago

Palantir's miserable week mints billions for struggling shorts

Palantir's recent six-day selloff erased over $73 billion in market value while still up 106% for 2025, forcing some short-covering.
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