Editorial companion

What stands out

On Schwab Network, Dan Deming picked UnitedHealth (UNH), Coca-Cola (KO), and Johnson & Johnson (JNJ) as examples of a market broadening trade, arguing investors are rotating out of artificial intelligence (AI) winners and back into staples, health care, and insurers. He walked through example options plays while Rick Ducat traced key chart support and resistance, a practical pairing for traders who want tactical exposure without full long bets. The segment matters because it frames the rotation as a tradeable theme rather than a Twitter rumor.