Mixed sentiment with tech under pressure - While technology leads headline volume with 27 mentions, much of the coverage is cautionary, particularly around AI and robotics stocks that aren't living up to their hype.
Healthcare facing regulatory headwinds - Sanofi's FDA delay on its MS drug highlights how regulatory setbacks continue to create volatility in healthcare, despite the sector's strong mention volume of 15 stories.
Defensive rotation opportunity emerging - With BIP highlighted as a "highest conviction" high-yield dividend play and utilities staying quiet, there may be value in defensive sectors as growth stocks face scrutiny.