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EPISODE · Jul 17, 2026 · 4 MIN

The AI Pullback: Navigating the New Market Rotation

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1663. This episode explores a significant riskoff session in the markets led by a sharp selloff in technology and AI stocks. We analyze the impact of rising oil prices and geopolitical tensions, discuss disappointing forecasts for Netflix and Alphabet, and offer strategic advice on rotating into value sectors and healthcare to weather the current valuation reset.

Episode metadata supplied by the publisher feed · Published Jul 17, 2026

What this episode covers

Fresh news and strategies for traders. SPY Trader episode #1663. This episode explores a significant riskoff session in the markets led by a sharp selloff in technology and AI stocks. We analyze the impact of rising oil prices and geopolitical tensions, discuss disappointing forecasts for Netflix and Alphabet, and offer strategic advice on rotating into value sectors and healthcare to weather the current valuation reset.

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This episode is 4 minutes long.

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This episode was published on July 17, 2026.

What is this episode about?

Fresh news and strategies for traders. SPY Trader episode #1663. This episode explores a significant riskoff session in the markets led by a sharp selloff in technology and AI stocks. We analyze the impact of rising oil prices and geopolitical...

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