February's ‘panic' rotation in stocks sets the stage for more tumult in March

Core Viewpoint - The anti-AI trade in February has led to significant shifts in the stock market, raising questions about whether this trend has reached an excessive level [1] Group 1 - The stock market is experiencing a dramatic rotation, influenced by the anti-AI sentiment that has emerged recently [1] - Investors are increasingly moving away from technology stocks, particularly those related to artificial intelligence, in favor of more traditional sectors [1] - This shift has resulted in notable changes in stock valuations and market dynamics, prompting discussions about the sustainability of the current market trends [1]