MarketPulse

tech rotation

2 articles
The Motley FoolThe Motley Fool··David Dierking

Dividend ETF SCHD Outpaces Tech-Heavy VOO as Investors Seek Defensive Positions

$SCHD outperforms $VOO in 2026 amid tech rotation and dividend-stock demand, though $VOO favored long-term due to growth exposure.
SCHDVOOS&P 500dividend yield
Investing.comInvesting.com··Christine Short

Cyclical Sectors Gain Ground as Tech Pullback Accelerates Amid Macro Stability

Investors shift from mega-cap tech to cyclical sectors like energy and materials. Macro stability and strong earnings support the rotation amid AI advancement concerns.
WMTCRMADBEKOMAR+1inflationagentic AI