10-19-26 Tech Stocks Take a Hit | Before the Bell

Podcast: The Real Investment Show Podcast · Lance Roberts

Opublikowano: 2026-10-19

Technology stocks are under pressure as investors rotate from growth to value, while the S&P 500 approaches a critical test of its 100-day moving average. Following Friday's selloff, the market remains trapped in a two-month consolidation range, with a short-term momentum sell signal suggesting further downside pressure. AI-related suppliers and neocloud stocks suffered particularly sharp losses, even as broader market breadth improved. Lance Roberts examines how falling 10-year Treasury yields are fueling sector rotation, why equal-weight stocks are outperforming mega-cap technology, and whether oversold bank stocks could present a buying opportunity. Discover what shifting market leadership means for portfolio diversification...