The 2026 sector rotation has been swift and decisive, with energy stocks surging while tech stocks fall. Nvidia is worth so much more than leading energy stocks because its profits and growth rate are superior.
Source: https://www.fool.com/investing/2026/03/07/oil-and-gas-stocks…
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories.
Here is how Carter’s (CRI) and Johnson Outdoor (JOUT) have performed compared to their sector so far this year.
US chip stocks look a little unfazed despite the “sell America” trade supposedly being a new phase in the overall global economy.
