Rotation from AI infrastructure to software expected later in year, says Jeffries’ Bren Thill
Brent Thill, Jeffries analyst, joins CNBC's 'Squawk on the Street' to discuss the fate of the tech rotation, how to ...
Saturday, March 21, 2026
Tag: rotation
Why Big Tech may continue to face a rotation
A number of Big Tech earnings will be released this week including Microsoft (MSFT) and Amazon (AMZN) giving more insight ...
How to trade the Big Tech rotation
Ashish Shah, Goldman Sachs Asset Management co-head and CIO of public investing, joins 'Money Movers' to discuss markets as big ...
Jefferies’ Brent Thill on tech selloff: We’re seeing a rotation inside of tech
Brent Thill, Jefferies tech research analyst, joins 'Squawk Box' to discuss the latest market trends, what to make of the ...
Abby Joseph Cohen Weighs In on AI and Market Rotation
"I do believe in the (market) rotation," Abby Joseph Cohen, a Columbia Business School professor and a retired Goldman Sachs ...
The rotation into small caps is becoming real, State Street’s Anna Paglia
Anna Paglia, Executive Vice President and Chief Business Officer for State Street Global Advisors, joins CNBC’s Bob Pisani on ‘ETF ...
Market rotation builds momentum
Jeff deGraaf, Renaissance Macro Research founder and chairman, joins 'Closing Bell' to discuss the latest market moves and predictions. For ...
Looking for a pretty big rotation in earnings growth this quarter: Deutsche Bank’s Binky Chadha
Binky Chadha, Deutsche Bank chief U.S. equity and global strategist, joins 'Money Movers' to discuss what to expect from earnings ...
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