MarketPulse

Great Rotation

8 articles
The Motley FoolThe Motley Fool··Alex Carchidi

Crypto's 'Great Rotation' Stalls: Q1 Inflows Hit Just $11B, Far Below 2025 Pace

Q1 2026 crypto inflows hit just $11 billion—one-third of 2025's pace—challenging 'Great Rotation' expectations. Bitcoin and Ethereum ETFs show promise, but broader institutional adoption remains gradual.
AMJBJPMJPMpCJPMpDJPMpJ+4cryptocurrencyinstitutional investment
The Motley FoolThe Motley Fool··Robert Izquierdo

Microsoft Stock Slides Despite 38% Undervaluation Call as AI Capex Surge Rattles Investors

Microsoft shares down 10% in 2026 amid $37.5B capex concerns, but Morningstar rates stock 38% undervalued with $600 fair value target.
MSFTAMZNvaluationcapital expenditures
The Motley FoolThe Motley Fool··John Ballard

Growth Stocks Hit as Rotation Accelerates: History Suggests Opportunity Ahead

Tech stock rotation creates buying opportunity for patient investors; quality names like Nvidia, Microsoft, Alphabet offer attractive entry points with strong AI growth prospects.
NVDAMSFTGOOGGOOGLIVWartificial intelligencelong-term investing
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Smart Money Flees AI Stocks for Dividend Havens Amid Bubble Concerns

Investors rotate from volatile AI stocks into dividend-paying equities amid bubble concerns, favoring $PG, $O, and $BEP for stability.
MSFTOPGBEPBEPH+3market volatilitydividend stocks
The Motley FoolThe Motley Fool··Micah Zimmerman

Great Rotation Accelerates: Why Fiber and Industrial Giants May Be Next

The shift from tech to real-economy sectors broadens. Clearfield and Belden emerge as infrastructure plays positioned to capture government broadband spending and industrial digitization trends.
IGVBDCCLFDmarket rotationinfrastructure stocks
The Motley FoolThe Motley Fool··Brett Schafer

Nintendo's Perfect Storm: Supply Costs Plunge as Switch 2 Shatters Records

Nintendo's Switch 2 is the fastest-selling console ever while memory chip costs plunge, creating a margin-expansion tailwind. The stock trades 43% below highs despite strengthening fundamentals.
MUNTDOYmemory chip pricesentertainment expansion
The Motley FoolThe Motley Fool··Micah Zimmerman

Microsoft's AI Spending Reckoning: Why Contrarians See Opportunity in 30% Decline

$MSFT tumbled 30% as investors question $146B AI spending returns. Despite margin pressures, robust core Azure and enterprise demand create potential buying opportunity.
MSFTstock valuationcapital expenditure
Investing.comInvesting.com··Ed Yardeni

S&P 500 Caught Between Geopolitical Turmoil and Earnings Strength

S&P 500 navigates conflicting pressures as Iran tensions clash with strong 2026 earnings forecasts; financials lag amid regulatory threats.
SPYXLEXLFMAGSS&P 500oil prices