A volatile rotation took place on Monday, September 13, 2026. Mainstream media reasoned that AI firms expressing caution on chatbot safety caused the tech selloff. However, readers with no exposure to the chip or software sector may find deep discounts from the biggest moving stocks today.
Add GE Verona (GEV) to the watch list. Additionally, DYcom Industries (DY), Sterling Infrastructure (STRL), and Celestica (CLS) have strong long-term prospects. Customers need their engineering and consulting expertise to navigate the AI boom.
In the banking sector, watch for Bank of America (BAC) to recover from a 5.14% decline. CEO Brian Moynihan said that trading revenue and quarterly sales will not grow Y/Y. The CEO also said that banking fees would fall by around 10% ($1.6B to $1.8B).
Net interest income will grow at the upper end of the 6% to 8% range this year.
In the dividend income space, consider health insurance companies. Cigna (CI), UnitedHealth (UNH), and CVSHealth (CVS) offer steady growth at a reasonable price. Investors will also buy Lilly (LLY), AbbVie (ABBV), and Gilead Sciences (GILD) as a defensive play. Drug companies have steady performance regardless of economic conditions.
Retail stocks face weaker demand as tariffs raise prices. However, Walmart (WMT) and Costco (COST) rebounded recently. Demand for discounted goods rises when the economy worsens. Dollar General (DG) started its uptrend in mid-May, rising from $100 to close at $129.17.
