One of the defining stock-market themes in 2026 has been the rotation out of high-growth tech stocks — which have dominated the market for the past three years — and into other sectors like energy, ...

Suddenly, tech stocks are struggling and a variety of out-of-favor sectors--value, small-caps, overseas, dividends, ...

Apple is still investing in AI, but the company is not currently framed as the poster child for the most aggressive spending race, which can make it feel “safer” during risk-off rotations. The key ...

UBS said a major rotation from cash and bonds into stocks could happen later this year. Investors hold more than $6 trillion in money market funds. UBS' Jason Draho reiterated his bull case for the ...