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Since the bull market began in October 2022, investors largely have favored technology stocks and other names expected to benefit from the advent of artificial-intelligence technology.

From MarketWatch

Nontech names could continue to benefit if the rotation gathers more steam in 2026 — although a lot of this hinges on calm in the bond market, and the Federal Reserve delivering more interest-rate cuts in the months ahead.

From MarketWatch

Even so, things are off to a strong start, with investors feeling confident in the strength of the U.S. economy despite signs of a weakening labor market.

From MarketWatch

The composition of stock-market leadership started to shift over the past couple of months — a trend that carried over into the first few trading sessions in January.

From MarketWatch

Expectations are that the U.S. economy will remain on solid footing in 2026, or even accelerate.

From MarketWatch