Renewed AI Capex Concerns Spark Rotation Out of Tech

Published on October 23, 2026

A broad retreat in technology shares set the tone for the week. The S&P 500 fell 1.9 per cent and the NASDAQ dropped 4.5 per cent, while the Dow rose 0.7 per cent as investors rotated out of tech and into more defensive sectors.

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MANGOS ETFs: The Fruits of AI Innovation

October 23, 2026
The Magnificent Seven have dominated the technology trade, but investor attention is now shifting toward the MANGOS — a group of companies that place greater emphasis on artificial intelligence (AI) rather than traditional megacap technology.

It Pays to Be Picky With TIPS ETFs

October 23, 2026
The Federal Reserve is engaged in a well-documented battle with high inflation. So, many advisors and fixed income investors are evaluating Treasury inflation-protected securities (TIPS) and related ETFs.