Skip to contentHome page Seeking Alpha - Power to InvestorsOct 19, 2026, 2:20 PM ETSTLD, NUE, KR, KMBChristine Short398 FollowersAI jitters and rising rates are fueling a market rotation into once beaten-down defensive and real-economy stocks.Steel Dynamics, Nucor, Kroger, and Kimberly-Clark face key earnings reports and corporate catalysts in the days ahead.Earnings commentary, AI infrastructure demand, dealmaking developments, and even midterm election outcomes could determine whether the rotation has staying power.Dzmitry Skazau/iStock via Getty ImagesOctober has already provided a scare for tech investors. Information Technology was the lone S&P 500 sector in the red month-to-date coming into Friday, the 16th. AI jitters, rising interest rates, concerning CDS spreads, and evenThis article was written byChristine Short398 FollowersWall Street Horizon provides institutional traders and investors with the most accurate and comprehensive forward-looking event data including earnings calendars, dividend dates, option expiration dates, splits, investor conferences and more. Covering 9,500 companies worldwide, we offer more than 40 corporate event types via a range of delivery options. By keeping clients apprised of critical market-moving events and event revisions, our data empowers financial professionals to take advantage of or avoid the ensuing volatility.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.