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U.S. Stocks Set for Mixed Start to New Year Amid Rotation
U.S. markets began 2026 with a mixed performance as sector rotation and macro cues influenced investor positioning and sentiment.
U.S. equity markets opened 2026 with a mixed tone as investors balanced optimism in growth sectors with caution around macro signals. Technology and AI-linked stocks continued to attract interest, while cyclical and value sectors saw profit taking after late 2025 gains. Market participants cited incoming economic data, corporate earnings expectations, and Federal Reserve commentary as key drivers shaping positioning.