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This sector is heating up as investors get skittish on tech. Why it may be the dark horse for 2026.

With doubts building among some investors over the staying power of tech stocks, here’s one sector idea that is starting to come into its own.

Fund managers are bullish. Bank of America warns of trouble ahead if the Fed doesn’t cut.

Bank of America’s fund management survey for November highlights clear and present danger: investors are the most overweight stocks they’ve been since February, portfolio cash levels of just 3.7% are generating a technical sell signal and that “positioning is a headwind, not tailwind for risk assets.”

Amazon joins AI-related debt blitz as pressure emerges in tech companies’ credit spreads

Investors are starting to worry about too much AI-related debt issuance

Home Depot’s stock drops as housing market weakness, lack of storms hurt demand

Home Depot’s stock drops after an earnings miss and downbeat outlook, as the lack of storms and continued weakness in the housing market hurt demand.

‘He lived alone in Section 8 housing’: My late uncle’s landlord disposed of his art collection. What can we do?

“The management company said they would store his belongings.”

This hedge fund says the trouble with bubbles is that they’re not predictive

The November newsletter of one of the more successful hedge funds of recent times makes it clear that while U.S. valuations are indisputably stretched, it’s not at all useful for market timing.

Here’s the message to draw from the S&P 500 falling below the 50-day average for the first time in 139 sessions

As the S&P 500 broke below the 50-day average for the first time in 139 sessions, MarketWatch looked back to find out what happened when the benchmark index broke below that technical level in the past.

Tech on pace to snap seven straight months of gains as AI fuels bubble fears

The S&P 500’s tech sector is under increasing pressure this month, with some investors fearing a stock-market bubble amid the AI race.

Bitcoin just wiped out all of its 2025 gains. What a crypto winter could look like.

So far, this bitcoin selloff mostly consists of holders taking profits, not sellers getting hit with margin calls, says CryptoQuant

S&P 500, Nasdaq book their worst day in a month. More selling could be on the way.

Monday’s selloff in U.S. stocks was accompanied by a troubling development that could signal more selling pressure on the way.

SpaceX hits a new milestone that shows why it’s dominating modern spaceflight

Elon Musk says his aerospace company will launch 90% of the world’s payload this year. Key to that goal is keeping costs down with reusable boosters.

The memory boom has been great for Micron — but could hurt these other tech stocks

Morgan Stanley analysts are getting worried about potential profit pressure at Dell and HP due to surging memory prices.
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