Spring Rally Looms as Tech Retakes Baton: Stocks to Watch

Seasonal patterns can often create powerful turning points.The early part of this year has felt like one of those moments. After a strong finish to 2025, the market began the year with a classic risk-off rotation: capital flowed out of high-growth technology names into more defensive sectors such as consumer staples and utilities.The Nasdaq has lagged the S&P 500 year-to-date, and many investors have questioned whether the AI-driven rally had run its course. Yet as we move deeper into March—the historical s ...