Summer of Caution: The S&P 500's Shift Away from Risky Tech The stock market's summer swoon has left investors wondering what went wrong, and why tech stocks failed to deliver.
A closer look at the S&P 500's performance reveals a more nuanced story: one of caution and pragmatism.
A Season of Rotation The shift away from AI and chip stocks wasn't simply a matter of investors losing faith in the sector. Rather, it was a deliberate move towards safer havens – medical and defensive stocks.