2026 Market Rotation: Why Pros Are Exiting Tech Right Now
While the S&P 500 is up 12.49% YTD, the Energy sector has already gained 25.68% — the biggest outperformance since 2022.
Single stocks, earnings and company news relevant to options traders.
While the S&P 500 is up 12.49% YTD, the Energy sector has already gained 25.68% — the biggest outperformance since 2022.
Soitec pulled off the biggest turnaround in European semiconductors in 7 months — +414% on Photonic SOI chips for AI data centers that nobody saw coming.
In the last hours, over 31,000 Tesla put contracts with strikes at $332.50 and $335 were bought — an estimated volume of $800 million. This is one of the largest hedging waves against Tesla this year.
Wednesday at 8:30 AM Eastern, the US releases July inflation data — and it's the most important moment this week for anyone with money in the market.
In 12 months, Apple climbed 60% — those who invested $10,000 a year ago now sit on $16,000. Real wealth building, no gambling.
In a single day, Apple dethroned NVIDIA as the world's most valuable company — proof that markets are rethinking who owns the future of tech.
If tomorrow's jobs number comes in below 83,000, the market fears a recession. If it's significantly higher, tech stocks explode.
Intel was nearly bankrupt — until the U.S. government stepped in, Apple signed a foundry contract, and the stock went +357 percent.
In two hours, Intel calls worth over $400 million were purchased — the largest call wave in months. Pros expect a massive move.
If the jobs number comes in below 80,000, tech stocks could drop. Above 90,000, the rally continues — billions of dollars hinge on this single data point.
While everyone watches SAP and Infineon, a German IT mid-cap from Neckarsulm quietly doubles its profit — and nobody's talking about it.
Buffett spent 20+ years saying 'airlines destroy capital' — and now he's betting $2.65 billion on Delta. This isn't random.