Keyword → technology selloff

The Great Sector Rotation: Investors Dump Tech Giants, Pour Capital Into Energy, Industrials, and Hard Assets

A sweeping reallocation of capital is reshaping U.S. equity markets in early 2026, as investors flee high-multiple technology and software stocks — battered by AI valuation fatigue following DeepSeek's disruptive model releases — and aggressively rotate into energy, materials, industrials, and consumer staples. The shift has been supercharged by Middle East geopolitical tensions and the $5 trillion One Big Beautiful Bill Act's domestic manufacturing stimulus.