The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback

The Rotation Fear Won't Last; Betting On Tech's 2026 Comeback Summary The S&P 500 is poised for a strong close in 2025, paving the way for new highs to be attained through 2026. I present my crystal ball price target. Market leadership has rotated from tech and AI growth names to value, healthcare, materials, and other underappreciated sectors. Despite the rotation, the AI infrastructure theme remains central, with tech 'picks and shovels' companies still driving long-term value. A dovish-leaning Fed and still highly profitable Big Tech provide the fuel for earnings growth to stay robust for 2026. Investors should stay vested and even lean in further to the tech themes that have underpinned this incredible multi-year advance since the 2022 bear market bottom. Analyst’s Disclosure: I/we have a beneficial long position in the shares of IGV, NVDA, AVGO, CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Preview: ~273 words