Group 1 - The Nasdaq Composite has seen a 5% pullback in 2026, driven by cooling investor sentiment, shifting interest rate expectations, and selective profit-taking in high-valuation stocks [1] - The current drawdown is reminiscent of the 2022 bear market, where the Nasdaq fell over 30% due to rising inflation and interest rate hikes, highlighting that not all growth stocks are equally affected [2][4] - Companies that maintained positive cash flow and provided essential products showed resilience during the 2022 downturn, contrasting with those lacking sustainable competitive advantages [5][6] Group 2 - Microsoft experienced a decline of about 28%, outperforming the Nasdaq's 33% drop, attributed to its critical services in cloud infrastructure and productivity software, which have high-margin, recurring subscriptions [8]
The Last Time the Nasdaq Sold Off Like This, These Were the Best Stocks to Own. Here's What They Tell Us About 2026.
Yahoo Finance·2026-03-25 17:05