Rotera!

Wall Streets techjättar tyngde indexen Nvidia utgjorde ett av sänkena, med ett fall på 1,4 procent.  Magnificent 7-bolagen Microsoft, Meta, Tesla och Amazon föll alla tungt, 1,8-2,5 procent. 

Enligt Bloomberg rör det sig om en sektorrotation där investerare roterar ut från högt värderade teknikbolag till mer konjunkturkänsliga branscher.

På tisdagen föll JP Morgan efter en vinstmiss, och på onsdagen backade även de rapporterande bankerna Bank of America (ned 3,7 procent), Wells Fargo (ned 4,6 procent) och Citi (ned 3,4 procent). I fallet Bank of America skedde börstappet trots att banken redovisade en vinstökning på 12 procent för kvartalet.

Det innebär att årets rapportsäsong hittills inte fått någon kanonstart.

”Förväntningarna på denna rapportsäsong är mycket höga. Om de inte infrias på dagens aktiemarknad – som är prissatt för perfektion – kan det skapa motvind”, säger Matt Maley på Miller Tabak till Bloomberg.

Lovisa Ternby DI 14 januari 2026


Tech Slide Drags Nasdaq Composite to Worst Day in a Month

Investors’ rotation into other sectors helps the Dow industrials outperform.


RE: Det är inte så lätt att rotera. Av någon anledning köps det varje dag exakt lika många aktier som det säljs. 

Bankchefen tror på superbörs 2026.

SEB:s strategichef Thomas Thygesen är starkt positiv till börsen 2026.
DI 13 januari 2026


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