February 8, 2026 
3 min read 
The market staged a meaningful recovery last week, led by technology leaders such as Nvidia, TSMC, and Broadcom. Their strength has helped restore confidence in the AI thematic. At the same time, a broader reallocation of capital has been underway: several large growth names in software and services have pulled back from elevated valuations while industrials, energy, and consumer defensive stocks have attracted fresh demand.
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