---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000891236.md"
description: "Looks like a pretty textbook rotation from defensive tech and big caps back to high beta smaller cap techs as well as those clearly benefitting from the AI buildout."
datetime: "2026-09-09T06:25:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000891236.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000891236.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000891236.md)
author: "[Heroic Lifesaver](https://longbridge.com/en/profiles/21630362.md)"
generator: "portal-rs"
---

# Looks like a pretty textbook rotation from defensi…


### Related Stocks

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- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)
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- [META.US](https://longbridge.com/en/quote/META.US.md)
- [D05.SG](https://longbridge.com/en/quote/D05.SG.md)
- [DBSDY.US](https://longbridge.com/en/quote/DBSDY.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**