Investor Rotation

Big Tech

Investors Rotate Out of Big Tech and AI: A Market Reassessment Underway

As late 2025 draws to a close, a significant recalibration is underway in global financial markets, with investors increasingly rotating capital away from the once-dominant Big Tech and Artificial Intelligence (AI) sectors. This strategic shift marks a departure from the tech-led rallies that have characterized much of the past decade,

Financial Markets

Tech Titans Stumble: Meta and Microsoft Drag S&P 500 as Investors Rotate to Value, Dow Gains Ground

October 30, 2025 – In a significant market shift observed today, the S&P 500 index found itself under considerable pressure, primarily weighed down by the disappointing performances of technology giants Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT). This downturn in the tech sector, however, was counterbalanced by a