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Business
from24/7 Wall St.
2 days ago

Dow Jones Movers: IBM Leads, Sherwin-Williams Drags as Analysts Clash on Salesforce

The Dow Jones fell 2.95% amid tariff concerns and geopolitical uncertainty, while market rotation shifted from consumer staples to software stocks, with analyst disagreement emerging on Salesforce's AI-driven growth prospects.
Miscellaneous
fromwww.theguardian.com
1 month ago

Software selloff deepens amid AI fears in echoes of dot-com crash' business live

Rotation out of tech stocks is masking index-level weakness but prolonged sector declines could drag the broader market lower, as in the 2000 dot-com era.
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Business
from24/7 Wall St.
1 month ago

Stock Market Will Soar in 2026--Goldman Sachs

US consumer strength will continue fueling a broader stock-market rally into 2026, lifting middle-income exposed sectors despite potential overvaluation in tech.
fromFortune
2 months ago

There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say | Fortune

Investors rushed out of the AI trade this past week and piled into materials, industrials, financials and healthcare, representing a sector rotation that could have staying power, according to Wall Street analysts. Oracle stock led the latest AI selloff after the hyperscaler's earnings report and spending guidance renewed fears about excessive capital expenditures. Jeremy Siegel, Wharton professor emeritus and WisdomTree chief economist, told CNBC on Friday that it's hard to be certain about the current stock market rotation because there have been "so many head fakes in the past."
Business
Business
from24/7 Wall St.
3 months ago

Why Dividend Growth Could Outperform Tech in the Next Bull Market

Dividend-growth and undervalued sectors offer stability and attractive valuations as tech's mega-cap dominance may face a valuation reset.
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