The much-hyped great rotation out of tech for 2026 may be over already

The much-hyped great rotation out of tech for 2026 may be over already


Tech stocks rebound, leading markets since March bottom, while earlier winners like energy and staples lag, investors refocus on AI driven growth and small caps still outperform.

Tech stocks have surged since the major market averages bottomed on March 30, rising above old highs that had been a ceiling since October. With the tech resurgence, though, the stocks that had benefited from the sector’s woes early in the year are themselves suddenly getting left behind.

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