(CNBC) Wells Fargo Securities’ Chris Harvey is calling Big Tech’s recent outperformance a “head fake.” In a recent note to investors, he wrote economically sensitive groups will overtake growth as a leading market driver, and the powerful rotation could happen as soon as this month. So, he’s urging investors who are overweight Big Tech to drop to market perform.
A powerful rotation out of tech stocks could start this month, Wells Fargo’s Chris Harvey says
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