US Stock Market
The 2026 Defensive Pivot: Why Capital-Intensive Tech is Losing Ground to Consumer Staples
As of early February 2026, the long-standing dominance of high-growth technology stocks has hit a significant roadblock, giving way to a pronounced sector rotation that favors defensive havens and tangible assets. While the broader market entered the year with optimistic momentum, a cocktail of geopolitical friction and a "hawkish&