#sector-rotation

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Business
fromFortune
10 hours 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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