#sector-rotation

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Business
fromFortune
1 day ago

There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say | Fortune

Investors rotated from AI megacaps into materials, industrials, financials and healthcare amid rising doubts about AI spending, profitability and excessive capital expenditures.
Business
from24/7 Wall St.
3 weeks ago

Why Dividend Growth Could Outperform Tech in the Next Bull Market

Dividend-growth and undervalued sectors offer stability and attractive valuations as tech's mega-cap dominance may face a valuation reset.
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