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US Sector Momentum: The Defensive Squeeze and the Mega-Cap Unwind

The trading session on April 23, 2026, revealed a violently erratic US equity market, characterized by extreme rotational whiplash and a complete absence of structural breadth. Just 24 hours after the market looked fully committed to a mega-cap tech and energy barbell, institutional capital …

Robert Luong | 23 April 2026

Vertiv Q1 FY2026: AI Infrastructure Demand Drives 83% EPS Surge

A Quarter That Resets the Growth Baseline

Nitish Kishor | 23 April 2026