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Dec 12, 2025 12:00 PM

To Every Stock There Is A Season: Traders Turn, Turn, Turn Out Of Tech

The Dow hit a fresh record high on Friday morning as investors continued to turn away from tech stocks for the relative safety of industrials and financial stocks. 

UNH stock is climbing. See the chart and price action here. 

The Dow Jones Industrial Average has shattered record-highs this week and did so without help from the all-star Mag Seven, as investors ditch high-flying AI darlings for the reliable blue-chip giants of the Dow. 

Valuation Over Vision

Big Tech has powered the market’s gains for years, but the winds could be shifting due to “AI fatigue” and stretched valuations. 

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