To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.

The tape has been heavy for growth stocks for a few weeks now, especially AI names, but that hasn’t stopped investors from rotating into other areas of the market that had been doing poorly up until mid-August.  Read our thoughts on recent market action and where we might go from here in this week’s report.