Broad Rotation Replaces Big Tech as Market’s Momentum Trade
TL;DR Summary
Investors are rotating away from Big Tech into a broader leadership group, expanding market breadth and helping the S&P 500 push higher in 2026 even as concerns about Fed independence linger. The shift has seen consumer staples rally and smaller/mid-cap stocks gain traction, signaling a more durable, breadth-driven rally beyond the magnified Tech-led moves.
- 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
- Tech Still Matters. But It’s a Good Thing More Stocks Are Rallying. Barron's
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