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Growth vs. Value: Which Side of the Trade Is Winning Right Now?

Investors are unquestionably no longer treating growth and mega-cap tech stocks the way they used to.

Growth vs. Value: Which Side of the Trade Is Winning Right Now?

Published June 29, 2026 · Category: Finance

Overview

The U.S. stock market has been a real roller coaster ride in 2026.

In the first quarter of the year, investors rotated out of tech and growth stocks and into value, defensive, dividend, and small-cap stocks. The idea of fewer, if any, rate cuts ahead and the start of the war in Iran resulted in the markets turning more risk-averse.

Details

In April and May, following a strong quarterly earnings season, growth took back leadership. Tech revenue and earnings came in stronger than expected, fueling the return of the artificial intelligence (AI) beneficiaries.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.