The Market Rotation Trap; Cyclicals Can't Outrun Earnings Forever

Market rotation is boosting XLB and XLI over tech—see valuations, cyclical risks, and why AI earnings may restore tech ...
MarketBeat on MSN

Sector Rotation: Are Utilities Gaining as Financials Weaken?

One of the top-performing sectors YTD has been financials, with the popular financial ETF, Financial Select Sector SPDR ...

A Look At Capital Southwest (CSWC) Valuation As Sector Rotation Favors Financial Stocks

Capital Southwest (CSWC) moved higher in afternoon trading as investors shifted out of high growth tech stocks into financial ...
Nasdaq

Time for a Sector Rotation Away from Tech? ETFs in Focus

U.S. stocks slipped on Aug. 19, 2025 following a sharp decline in tech shares. The tech-heavy Nasdaq-100-based exchange-traded fund Invesco QQQ Trust QQQ lost 1.4% on Aug. 19, 2025. The pressure came ...
Morningstar

S&P Global to Launch its First AI-Enhanced Sector Rotation Index

NEW YORK, Oct. 23, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced plans to expand its S&P Dow Jones Indices ("S&P DJI") index offering with the launch of the S&P 500 3AI Sector Rotator ...
SchaeffersResearch.com

Dow Nabs Record Close, Shrugs Off Tech Sector Rotation

Investors rotated out of tech stocks today, with the Nasdaq lagging the broader market The Dow continued its mini-resurgence today, surging 559 points for a record close. The blue-chip index has added ...