Arlo: A Great Dip To 'Buy' As Channel Inventory Tightens

Core Viewpoint - The market is starting 2026 positively, with the S&P 500 maintaining last year's gains, but a significant rotation in large-cap stocks is anticipated this year [1]. Group 1 - The S&P 500 is holding onto last year's gains as 2026 begins [1]. - Investors are advised to prepare for a sizable rotation in the market, particularly among large-cap stocks [1]. - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing current industry themes [1].