Tech Is Losing Ground. What’s Leading Now?

This week’s selloff did not hit every part of the market equally. Earnings, changing investor positioning, and the post-election backdrop are creating very different outcomes beneath the surface, with some former leaders weakening while other areas improve. Mary Ellen breaks down the changing picture and the signals worth watching as this rotation develops, following the relative strength shifts to uncover what’s now standing out.

This episode originally premiered on November 6, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.

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