Business

Market Shifts as Tech Stocks Selloff Continues

Updated 2026-10-15 15:40 UTC 2 sources Neutral

The market is experiencing a significant rotation, with traders moving into bonds and defensive stocks amid the ongoing selloff in tech stocks. This shift is driven by concerns over high inflation and the continued decline of AI-related investments.

Coverage timeline — 2 articles

CNBC

We're trimming a rallying defensive stock and buying other on a muted earnings move

A major rotation is happening in the market on Thursday, and we're capitalizing on it.

2026-10-15 15:17 UTC

MarketWatch

Traders pile into bonds and defensive stocks as the ‘tech wreck’ picks up steam

The continued selloff in the AI trade is forcing investors to ditch highflying tech for relative safety of government bonds, even as hot inflation threatens to make that trade complicated.

2026-10-15 15:21 UTC