On Jan. 2, 2026, industrial and cyclical names took the lead as technology stocks slipped, despite a semiconductor rally.

Investors should be hedging momentum as the rotation in equities gains traction, according to the Goldman Sachs trading desk. The global chip selloff Wednesday led to the Nasdaq's (COMP:IND) worst ...

Thus, any market rotation we get in 2026 is likely to be gradual and subtle. It's less likely, in our view, to be a major ...

Shifting views on the economy have led to a “rotation” in the stock market. Small stocks and companies geared toward the economic cycle are rising. Big Tech is lagging. Source: FactSet By The New York ...