
Market Shift
Market Churn: Investors Pivot from Tech to Cyclical Stocks Amidst Rate Cut Hopes
On August 14, 2025, the financial markets witnessed a significant sector rotation as investors recalibrated their portfolios, shifting away from the high-flying growth-oriented technology stocks towards more economically sensitive cyclical sectors. This strategic pivot, occurring amidst a broader market rally that saw both the Nasdaq Composite and S&P