Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTGavin McMasterSun, July 5, 2026 at 7:00 PM GMT+2 6 min readMagnifying glass showing the words Pre Market by Evan_huang via ShutterstockMarkets enter a week marked by continued structural shift away from AI and technology stocks toward healthcare and defensive sectors, reflecting persistent investor skepticism about technology valuations and artificial intelligence infrastructure spending sustainability. The tech sector rotation that intensified through June shows no signs of reversing despite brief stabilization attempts, with healthcare demonstrating relative outperformance as investors seek earnings visibility and dividend stability over speculative growth narratives.More News from Barchart