Market Rotation Intensifies: Tech Weakness vs Value Strength Amid Fed Uncertainty

Reddit users reported significant market rotation on November 12, 2025, with

[Reddit]. Value stocks, particularly SCHD ETF and Berkshire Hathaway, showed relative strength. Users cited Morgan Stanley analysis indicating a , potentially impacting data-center stock valuations. The community noted mixed sentiment about whether this represents a healthy rotation or a replay of late-2021 tech dynamics.

: Federal Reserve rate cut uncertainty dominated markets. While , Fed officials remain divided between inflation concerns and labor market weakening. Markets are pricing in . This uncertainty is contributing to sector rotation.

: Magnificent Seven stocks showed significant weakness, dragging Nasdaq performance while the Dow reached record highs. This tech weakness represents a broader shift in market sentiment away from growth-oriented tech investments.

:

• Pfizer (PFE) acquired Metsera (MTSR)
  after Novo Nordisk (NVO) withdrew from bidding due to FTC antitrust concerns, with PFE potentially overpaying according to some analysts
• Waymo launched the first U.S. freeway robotaxi service
  across San Francisco, Los Angeles, and Phoenix
• Nextracker (NXT) rebranded to Nextpower
  , expanding beyond solar tracking into integrated power technology solutions
• Gilat Satellite Networks (GILT) reported Q3 2025 revenue up 58% YoY
  and raised full-year guidance

The Reddit discussion and research findings align on the key theme of

. The power shortfall concerns for data centers (36 GW gap) provide fundamental support for the weakness in data-center stocks beyond general tech malaise. The Fed rate cut uncertainty is amplifying this rotation, with investors seeking safety in value plays while tech growth prospects become more uncertain.

The MTSR acquisition saga highlights increasing

, with antitrust concerns forcing Novo Nordisk’s withdrawal and potentially leaving Pfizer to overpay. Waymo’s freeway expansion represents a significant milestone in autonomous vehicle commercialization, while Nextracker’s rebranding reflects strategic expansion into broader energy technology.

:

• Continued tech weakness could spread to broader market if Fed maintains hawkish stance
• Data-center power shortage may constrain AI infrastructure growth
• Regulatory antitrust scrutiny could disrupt healthcare M&A pipeline

:

• Value rotation may continue if Fed cuts rates in December
• Energy infrastructure solutions could benefit from data-center power constraints
• Autonomous vehicle commercialization reaching new inflection point
• Integrated energy technology platforms (like Nextpower) positioned for growth

: META, AMZN, MSFT, ORCL, APLD, NBIS, IREN, WYFI, CIFR
: PFE, NVO, MTSR
: NXT (Nextpower), GILT
: SCHD