Market Breadth
The Concentration Cliff: Big Tech Stumbles as Energy Costs and 'AI Fatigue' Fracture the Market
NEW YORK — The long-standing dominance of the technology sector is facing its most significant challenge in years as the "Great Rotation" of 2026 takes hold. As of March 12, 2026, the equity markets are witnessing a dramatic divergence: while the broader economy shows signs of resilience, the mega-cap