24/7 Wall Street
17 Jul 2026, 16:47 UTC · 53m ago
The Great Rotation: 5 Stocks Set to Win as Money Leaves Megacap Tech
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
17 Jul 2026, 16:47 UTC · 53m ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Investors are rotating capital out of megacap technology and into financials, energy, and industrials. — A broad sector rotation indicates a cooling of the AI-driven tech rally and a shift in risk appetite toward value sectors.
-0.60JPMorgan Chase reported a significant Q2 2026 earnings beat with EPS of $7.70 versus $5.80 estimated and authorized a new $50 billion buyback. — Strong earnings and massive capital returns from the largest US bank signal systemic financial health and bullish sentiment for the sector.
+0.50Powell Industries reported a 97% year-over-year surge in new orders to $490 million and a record data center order exceeding $400 million. — Strong demand for electrical infrastructure suggests that physical AI capacity build-out remains robust despite software/chip volatility.
+0.40Continue reading
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Devon Energy completed its merger with Coterra Energy and raised its quarterly dividend by 31%. — Consolidation and increased dividends in the energy sector attract value investors and indicate positive cash flow expectations.
+0.30TJX Companies raised its FY27 EPS guidance to $5.08-$5.15 and increased buyback guidance to $2.75-$3.0 billion. — Growth in off-price retail suggests a consumer shift toward value, which is positive for the company but reflective of broader economic pressure.
+0.20Which stocks this story touches
Increased dividends by 31%, completed a transformational merger, and received a Strong Buy upgrade.
Crushed Q2 earnings estimates with massive revenue growth and authorized a $50 billion buyback.
Reported strong EPS beats, increased revenue, and raised guidance for FY27.
Despite an EPS miss, the company has surging new orders and the largest data center order in its history.
The article mentions a guidance miss for the company.
Merged with Devon Energy to unlock significant synergies and accelerate cash flow.
Mentioned within the context of megacap tech stocks plunging and money rotating away from the AI narrative.
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54m ago
