AI Stocks Just Took a Hit. Here’s What’s Holding Up
Pressure has spread through software and semiconductor stocks as concerns around debt, data-center financing and AI economics pushed Technology sharply lower. Mary Ellen follows the rotation beneath the surface, where the equal-weighted S&P 500 held up better and select areas, including Consumer Staples, Healthcare, Financials, Retail and Dividend Aristocrats, continued to show relative strength despite weakness in the broader indexes.
This episode originally premiered on October 16, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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