Broad Rally Pushes Stocks Beyond Tech, Signaling Durable Upswing
TL;DR Summary
Stocks are rallying broadly in 2026, with small- and international-cap funds near records even as the big indexes lag leadership; earnings growth is expected to rise about 10% for the equal-weighted S&P 500 and around 15% for the S&P Small Cap 600, a gap likely to narrow as investors rotate into a wider mix (including transportation and energy names) beyond the AI hyperscalers.
- Tech Still Matters. But It’s a Good Thing More Stocks Are Rallying. Barron's
- Big Tech stocks are quickly falling out of favor. Here’s the market’s new momentum trade. MarketWatch
- 'A broadening playbook': Wall Street sees stock market gains beyond tech Yahoo Finance
- Rotation Continues As Markets Remain Bullish Real Investment Advice
- The Market Rotation Trap. Cyclicals Can’t Outrun Earnings Forever Seeking Alpha
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