Defensive Rotation Emerging: With Technology, Communication Services, and Real Estate capturing most attention while traditional sectors like Materials and Energy stay quiet, investors appear to be favoring growth and yield-oriented plays.
Opportunity in Aviation: Archer Aviation's recent selloff is being viewed as a buying opportunity by analysts who see strong monetization potential in 2026, suggesting the electric aircraft space may be oversold.
Year-End Positioning: As we approach year-end, the combination of low trading volumes and sector concentration in tech suggests investors are positioning defensively while maintaining exposure to AI and digital transformation themes.