Energy sector quietly heating up with analysts highlighting dividend-yielding energy stocks offering 9%+ yields, suggesting a potential rotation into value plays as growth stocks face headwinds.
Opportunity emerging in oversold tech names as the Oracle-driven selloff may create entry points in quality AI companies, while the Disney-OpenAI partnership validates the long-term AI content creation theme.
Watch for continued sector rotation from high-multiple tech stocks into defensive plays like gold and dividend-paying energy stocks, especially if earnings season reveals more AI investment disappointments like Oracle's results.