Bill Cara's Daily US Market Pulse: October 23, 2025

Sector Rotation Intensifies as AI and Industrials Outpace Struggling Transport and Energy

Bottom Line: The current market pulse points toward a shift today into companies leveraged to AI, cloud computing, and aerospace & defense. Investors are advised to be highly selective, using quantitative metrics like INSTAT to identify leaders with strong intermediate-term potential while aggressively avoiding sectors and companies plagued by weak mome…