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Tech And Biotech Lead US Stock Market Sector Rotation

Posted on by Andrew@CANSLIM RESEARCH
Andrew@CANSLIM RESEARCH's avatarAndrew@CANSLIM RESEARCH

The US stock market on Sep 17, 2026 showed clear leadership in technology and biotech. Compsftwr-Hrdwr (Rank 11, Comp 90) surged +5.0% on the day with a stunning +243% YTD, signaling powerful institutional demand. Leaders here include NVIDIA (NVDA), Super Micro Computer (SMCI), and Dell Technologies (DELL), all riding AI infrastructure spending. Compsftwr-Databs (Rank 66, Comp 92) also jumped +5.0%, with MongoDB (MDB) and Snowflake (SNOW) rebounding despite a -17% YTD, suggesting a potential bottoming phase on Wall Street.

Elec-Semic/Mfg (Rank 25, Comp 82) and Elec-Semicfablss (Rank 27, Comp 83) each gained +3.0%, led by Taiwan Semiconductor (TSM), Broadcom (AVGO), and AMD (AMD). Med-Revenubio (Rank 9, Comp 73) rose +4.0%, with Vertex Pharmaceuticals (VRTX) and Regeneron (REGN) showing relative strength. Finance-Crypto (Rank 43, Comp 81) added +5.0%, powered by Coinbase (COIN) and Block (SQ). Telecm-Intrastrc, Mining-Metalores, Trnsport-Logistcs, and Energy-Solar rounded out the blue groups, pointing to broad risk-on appetite.

RED groups reveal where money is leaving. Compsftwr-Financial (Rank 126, Comp 72, YTD -46%) and Compsftwr-Spcent (Rank 138, YTD -36%) are the weakest software niches, pressuring Intuit (INTU) and Guidewire (GWRE). Leisure-Movies (YTD -22%), Medical-Prods (YTD -20%), and Leisure-Trvlbook (YTD -19%) confirm consumer discretionary and medtech weakness. Finance-Crdcard (YTD -7%) with Visa (V) and Mastercard (MA) lagging signals rotation away from payments. This sector rotation favors AI hardware, semiconductors, and select biotech over financial software, travel, and hospitals.

CAN SLIM takeaway: Focus on top-ranked groups with strong Composite Ratings and accelerating earnings. NVDA, SMCI, TSM, AVGO, and COIN fit the CAN SLIM mold—buying breakout stocks in leading industry groups while avoiding laggards in financial software and leisure.

Below is the Capital Flow and Sector Rotation Table Today.

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