About this episode

This episode explores the impact of a market pullback on technology and AI stocks, offering strategies for traders to navigate the current environment.

Fresh news and strategies for traders. SPY Trader episode #1663. This episode explores a significant riskoff session in the markets led by a sharp selloff in technology and AI stocks. We analyze the impact of rising oil prices and geopolitical tensions, discuss disappointing forecasts for Netflix and Alphabet, and offer strategic advice on rotating into value sectors and healthcare to weather the current valuation reset.

People in this episode

Host: Manoj Sharma

Topics covered

• market rotation
• technology stocks
• AI stocks
• oil prices
• geopolitical tensions
• value sectors
• healthcare

Keywords

• market pullback
• trading strategies
• technology selloff
• oil prices
• geopolitical risks
• value investing
• healthcare sector

Mentioned in this episode

Organizations: Netflix, Alphabet

Places: AI

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• Wall Street’s Great Rotation: Navigating the New Highs · July 18, 2026 · 5 min
• Beyond the AI Bubble: Navigating the Great Sector Rotation · July 16, 2026 · 4 min
• Wall Street’s Record Run: Cooling Inflation and the AI Surge · July 15, 2026 · 5 min

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