Big Tech
Tech Giants Tumble Anew in Momentum-Trade Unwind
Rotation out of megacaps into value and small caps accelerates.
Bloomberg
When a small set of mega-cap names dominates index performance, a shift in sentiment can move the whole market quickly.
What to know
- Momentum reversals often hit the most crowded trades first.
- Index concentration makes “tech moves” feel like “market moves.”
- Investors watch whether dips lead to rotation or broader de-risking.
Source: https://www.bloomberg.com/news/articles/2026-02-03/stock-market-today-dow-s-p-live-updates
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