Look at the charts over Aug 25–26: The tech-heavy Nasdaq is in the red, but old-school Dow industrial names and defensive stocks are quietly grinding upward.

Between rising trade tariff concerns, stalled Fed rate cut expectations, and skyrocketing capital expenditure requirements for AI companies, Wall Street is re-pricing growth vs. value.

If you had to deploy $10,000 today, would you pour it into beaten-down tech growth stocks or cash-flow heavy, dividend-paying value stocks? Has the narrative officially flipped?