'Old economy' stocks look expensive and software screams cheap. Is that enough to end the rotation?

Some sectors in the S&P 500 have valuations out of step with their history. That doesn't mean the shakeup will stop soon.

Why This Matters

Some sectors in the S&P 500 have valuations out of step with their history. That doesn't mean the shakeup will stop soon. The story is categorized under Tech with a neutral tone (score -0.10).

In Week 9 2026, Tech accounted for 16 related article(s), with UK Politics setting the broader headline context. Coverage of Tech decreased by 6 article(s) versus the prior week, but remained material in the weekly agenda.

Coverage Snapshot

Week 9 2026 included 16 Tech article(s). Leading outlets for this topic included CNBC, NY Times, NY Times Business. Across that cluster, sentiment showed a negative skew (avg score -0.09).

Key Insights

Primary keywords: valuations, expensive, software, rotation, economy.
Topic focus: Tech coverage with neutral sentiment.
Source context: reported by CNBC.
Published: 2026-02-23.
Published by CNBC, contributing a distinct source perspective.
Date context: published during Week 9 2026, when UK Politics dominated weekly headlines.

Tone & Sentiment

The article tone is classified as neutral, driven by the language and emphasis in the summary. The sentiment score of -0.10 indicates the strength of that tone.

Context

This piece fits within the broader Tech narrative, connecting current events to ongoing developments. Readers tracking Tech trends can use this article as a concise signal of what is shaping coverage right now.

Related Topics

Tech

Key Takeaway

In short, this article underscores key movement in Tech and explains why it matters now.

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CNBC 'Old economy' stocks look expensive and software screams cheap. Is that enough to end the rotation?