Market Analysis
The Great Defensive Pivot: Staples and Health Care Surge as AI Fatigue and Trade Turmoil Rattle Tech
As of February 24, 2026, investors are aggressively rotating out of the high-flying technology sector and into the perceived safety of Consumer Staples and Health Care. While the tech-heavy Nasdaq-100 has faced its most significant "de-risking" event in years, traditional defensive sectors have seen a resurgence, with Staples