When does a rotation become a selloff? Investors may soon find out. For many investors, 2025 has been about switching—from winners to losers, from the Magnificent Seven to select members of the other ...

The markets saw history made earlier this month after President Donald Trump and Tesla (NASDAQ: TSLA) CEO Elon Musk had a disagreement over public policy via social media in front of the whole world.

The recent surge in small-cap stocks appears unsustainable, according to Capital Economics' John Higgins. Higgins said the fact that large-cap stocks are still near record highs suggests no rotation ...

UBS said a major rotation from cash and bonds into stocks could happen later this year. Investors hold more than $6 trillion in money market funds. UBS' Jason Draho reiterated his bull case for the ...

The biggest winners in the equity market this year are some of its biggest losers this week. In recent months, investors have flocked to blue-chip companies, small-cap shares and [international market ...

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 ...

One of the defining stock-market themes in 2026 has been the rotation out of high-growth tech stocks — which have dominated the market for the past three years — and into other sectors like energy, ...