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sector rotation

AI Infra Rout: CoreWeave -12%, Lumentum -10%, SanDisk -9%

September 12, 2026August 19, 2026 by Bruno M.
AI Infra Rout: CoreWeave -12%, Lumentum -10%, SanDisk -9%

The chip selloff widened Monday as the AI supply chain got hit harder than the mega-cap designers. CoreWeave -12%, Lumentum -10%, SanDisk -9%, Seagate -9%.

Categories Market Trend, Technology Tags AI infrastructure, bond yields, chip stocks, coreweave stock, sector rotation, stock market

Sector Rotation Explained: How Money Moves Between Industries

September 12, 2026May 11, 2026 by Bruno M.
Sector Rotation Explained: How Money Moves Between Industries

Learn what sector rotation is, how the business cycle drives it, and how to track which industry sectors are leading — with real 2026 market data.

Categories Market Education Tags business cycle investing, GICS sectors, investing basics, sector rotation, SPDR sector ETFs, stock market sectors

Sector Rotation: What It Is and How to Track It

September 12, 2026May 7, 2026 by Bruno M.
Sector Rotation: What It Is and How to Track It

Sector rotation is how smart money moves through the 11 S&P 500 sectors as the economy shifts. Learn which sectors lead in each cycle phase and how to track it.

Categories Market Education Tags business cycle investing, investing basics, sector etfs, sector rotation, spdr etf, stock market sectors

Sector Rotation: What It Is and How to Track It

September 17, 2026April 28, 2026 by Bruno M.
Sector Rotation: What It Is and How to Track It

Learn how sector rotation works, why sectors trade in cycles, and which SPDR ETFs to watch at each phase of the economic clock.

Categories Market Education Tags business cycle investing, investing basics, sector ETF strategy, sector rotation, SPDR ETFs, stock market sectors

Travel Stocks Surge 7% on Ceasefire: Who’s Leading the Rally

September 12, 2026April 8, 2026 by Bruno M.
Travel Stocks Surge 7% on Ceasefire: Who’s Leading the Rally

Delta, Carnival, and European airlines jumped as much as 7% on the Iran ceasefire. Here’s why travel stocks lead geopolitical relief rallies — and what risks remain.

Categories Market Trend Tags airlines, Carnival, ceasefire rally, Delta Air Lines, sector rotation, stock market, travel stocks

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