Wall St Week Ahead Expected US rate cuts have investors looking beyond Big Tech

Looming U.S. interest rate cuts are presenting investors with a tough choice: Stick with the Big Tech stocks that have driven returns for more than a year or turn to less-loved areas of the market that could benefit from easing monetary policy.

Owning massive tech and growth companies such as Nvidia, Microsoft, and Amazon has been a hugely profitable strategy for investors since early 2023, even as the stocks' market dominance has drawn comparisons to the dot-com bubble of the late 1990s.
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 While Big Tech stocks have been driving returns for over a year, there is a growing interest in sectors that have lagged behind, such as small-caps, real estate, and industrials. The recent cool inflation report has solidified expectations for a near-term rate cut by the Federal Reserve, further fueling the shift in investor focus