Reading the rotation: checking the charts to see where stocks are heading next (Switzer TV, 23/2/26)

Описание: This week on Switzer Investing TV, we break down what the charts are telling us about the current market rotation, and where stocks could be heading next.

Peter Switzer is joined by Mike Gable from Fairmont Equities to analyse the Nasdaq, the ASX and a range of key stocks across tech, resources, energy and healthcare.

With US tech stocks under pressure, Mike walks through the Nasdaq’s key moving averages and explains why the 200-day line is now the major level to watch. Is this just a pullback, or part of a bigger rotation out of large cap tech?

Mike also explains his approach to trend following and trailing stops, and why this could be a stock pickers’ market if rotation continues.

In the second half of the show, Luke Hopewell explains why AI fears are unsettling markets. While most investors know ChatGPT, newer AI tools such as Anthropic’s Claude are now demonstrating the ability to complete everyday digital tasks, not just generate text.

We examine what that could mean for major software companies including Xero, Salesforce and Oracle, and why uncertainty around AI’s real world impact is driving volatility in tech stocks.

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