StockCharts TV

AI Trade Cools — Defensive Rotation Heats Up!

In spite of strong Nvidia earnings, the broader AI trade showed fatigue as volatility rose and semiconductors softened. Mary Ellen McGonagle highlights rotation into healthcare leaders and selective consumer discretionary stocks, but highlights where this market demands careful positioning going forward. Follow along as Mary Ellen McGonagle highlights a clear rotation into defensive leadership, including dividend-paying pharmaceutical stocks, and consumer discretionary. With gold and other defensive areas gaining strength, this increasingly selective market demands careful positioning heading into March. 👉🏻 Get the Full Scoop With Mary Ellen's Weekly MEM Edge Report Here: https://meminvestmentresearch.com/ 00:00 - Welcome 00:39 - Headline News 02:54 - $SPX, $SPXEW S&P SECTORS 04:15 - XLU, XLE, XLP, XLRE 06:10 - XLB,XLI, XLV 07:40 - XLK, XLF, XLY INDUSTRY & ETFs 08:52 - GLD, $VIX, SOXX, XHB 12:04 - IWM, IGV, TAN, KRE, $TNX 15:11 - $SPX Seasonality HEALTHCARE 16:37 - BMY, JNJ, MRK, PFE HIGH YIELD 20:11 - KO, CELH, MNST, SYY GLOBAL ETFs 23:00 - EWH, DFJ, EWA, FIDI DISCRETIONARY 25:00 - URBN, EBAY, REAL, TDUP 👀 See what better financial charting can do for you! https://stockcharts.com/?utm_source=YouTube&utm_medium=Organicvideo&utm_campaign=MaryEllen&utm_content=022726 👍🏻 If you enjoyed this video be sure to hit the THUMBS UP ✅ If you found value, consider SUBSCRIBING to our channel and ring the bell so you never miss a new video! Subscribe Here: https://tinyurl.com/wvet7qj 👍🏻 FOLLOW US X - @StockCharts - https://x.com/stockcharts Facebook - https://www.facebook.com/stockchartsdotcom LinkedIn - https://www.linkedin.com/company/stockcharts.com-inc. #maryellenmcgonagle #aitrade @StockChartsTV ❗️DISCLAIMER Past performance is not indicative of future results. Neither the Show Participants nor StockCharts.com guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show. Strategies or investments discussed may fluctuate in price or value. Investments or strategies mentioned in this show may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment advisor ––––– ℹ️ ABOUT STOCKCHARTS StockCharts.com is the world's leading technical analysis and financial charting platform. Trusted by millions of online investors around the world, the company has been an industry leader in the financial technology space for more than two decades. With innovative, award-winning charting and analysis tools, our mission is to help you better analyze the markets, monitor and manage your portfolios, find promising new stocks and funds to buy, and ultimately make smarter investment decisions. ℹ️ ABOUT STOCKCHARTS TV StockCharts TV is devoted exclusively to financial charting and market analysis from the web's top technical experts. With a constant stream of technical charting-focused content, there's always something insightful, educational and entertaining to watch on the channel.