Apple and Palantir Deliver, but Investors Shrug. Here’s Why.
Rotation is still happening, but a promising open fades into another ugly close.
IBD Says Go to Cash. I’m Looking for Rotation.
Investor’s Business Daily cut its suggested exposure to 0% to 20%. The indexes are weak, but money is moving into the stocks that were left behind.
Will Investors Rotate or Run as the AI Reset Gains Traction?
Amazon gave investors a promising story for its cloud business, but the market is worried about short-term costs.
10 Stocks to Watch as the Rotation Builds
Mag 7 names are being sold — and that is good news for the rest of the market.
Why I’m Looking to Add Exposure After the Nasdaq’s Worst Day Since June
Thursday’s selloff isn’t a signal to cut exposure. It is a signal to look where the money is going.
Key Earnings See Negative Reactions as Rotation Hits a Bump in the Road
SpaceX spent more, Tesla spent less, and Meta proved its spending works. The market is selling all three.
How I’m Trading SpaceX Earnings as Rotation Gains Traction
Money is moving out of tech ahead of the big reports, and Oscar Health just gave me a reason to add.
The AI Trade Isn’t Over, but the Easy Gains Likely Are
The hot CPI report finally triggered the rotation. Breadth was the best in weeks as money moved toward the laggards.
Amid Rotation, I’m Adding to an Obscure Biotech and a Magnificent 7 Stock
Here’s my plan as AI stocks are sliding while money moves into the names that struggled for months, and biotech is leading the way.
Bonds Are the New Safe Haven as Money Rotates Out of Tech
TSMC beat and still fell, a giant AI offering is coming, and the market wants to know what AI growth costs.