E226 - Stock Market Rotation 2025: AI Pullback & Government Shutdown Impact
Published: November 17, 2025
Duration: 7:12
Stay informed on the latest stock market rotation trends as David Hollander breaks down how the market reacted after the U.S. government shutdown. He reviews weekly performance across the Dow, S&P 500, Nasdaq, international markets, and the 10-year Treasury—plus what rising ACA healthcare costs and renewed government activity may mean for consumers heading into 2025.
David also discusses the recent cooling in technology and AI stocks, the impact of rising corporate debt, and why some investors may be taking profits before year-end.
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