DVY: Benefits From The Rotation Out Of Tech (Rating Upgrade)

2026-03-14 09:33:32 ET

Overview

2026 has been off to an interesting start, and investors have seen how fast sentiment can shift in the markets. Only a few quarters ago, investors had extreme optimism around the growth of AI and it fueled technology stocks to rapidly rise. However, the innovations within the AI space have become so efficient that they ironically threaten the business models and moats for some of the large-cap leaders in the industry. This caused a shift in sentiment where now investors are cautious about valuations and elevated capex spending across the technology industry....

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