HomeTechTechnologyTech Rotation to Follow Santa Claus Rally, AAPL 2026 'Favorite'

Tech Rotation to Follow Santa Claus Rally, AAPL 2026 'Favorite'

Eddie Ghabour anticipates a year-end Santa Claus rally driven by money managers attempting to catch up with indices. He expects a rotation out of overbought tech stocks to continue in the first quarter of next year, preferring economically sensitive sectors like financials, industrials, and small caps. Ghabour identifies Apple (AAPL) as a defensive tech play due to lowered expectations and strong iPhone sales in China.

Trading 360

22 Dec 2025

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