Market Trends
The Great Rotation: Investors Pivot to Defensive Moats as Tech Giants Face 'AI ROI' Audit
As the first full trading week of 2026 comes to a close, a seismic shift is rattling Wall Street. The high-flying technology sector, which dominated the market narrative throughout 2024 and 2025, is suddenly facing a "valuation wall," prompting a massive capital migration into defensive sectors. Investors are