
The beginning of 2026 has been characterized by volatility in equities. Amidst this, the S&P 500 Index ($SPX) has remained sideways. While the technology sector dominated headlines last year, it might be time for some stock and sector rotation.
It comes as a surprise that SoftBank Group (SFTBY) has closed out its holding in Nvidia (NVDA). SoftBank also pared its holding in T-Mobile US (TMUS) as it looks to “capitalize on its ‘all in’ bet on ChatGPT maker OpenAI.”