In 2026, the biggest theme in the market that investors should be on the lookout for is rotation. In my view, the market will move on from the large-cap tech stocks that dominated gains in 2025, and instead drive a rebound in out-of-favor sectors.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a reg ...