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Markets are turning sloppy. Tech has pulled back sharply, small caps have reversed their summer rally, and sector leadership has shifted in a big way. In this episode of Today’s Market Explained, Brian Kasal and Chris Reardon break down the latest moves across asset classes, sectors, and global markets — and explore whether the long-running AI trade is beginning to crack. From Nvidia’s pivotal earnings to supply-demand imbalances in energy and the unexpected strength of utilities, Brian and Chris unpack the forces behind the market’s sudden rotation.
📌 Valuable Insights You’ll Learn:
- Why utilities have overtaken tech as the #1 performing sector this year
- What the sharp pullback in tech and small caps means for risk positioning
- How international equities are gaining strength — and may soon take leadership
- Why healthcare has quietly become one of the top-performing sectors
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