Old Economy Stocks Surge Again | Open Interest 2/12/20212

Market Intelligence Analysis

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Why This Matters

The 'old economy' stocks, such as those in the Dow Transports, are experiencing a surge in popularity as investors rotate away from AI-related concerns. This trend is also driven by the potential easing of trade tensions, following the House's passage of a bill to scrap some tariffs on Canadian imports. The overall sentiment is positive for these stocks.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The “old economy” is hot again. As AI anxiety spreads, money is rotating back into the Dow Transports. Nuveen is buying Schroders, creating one of the world’s largest active managers with nearly $2.5 trillion in assets. And President Trump’s tariff agenda just took its strongest political hit yet, as the House passed a bill to scrap some levies on Canadian imports. Plus: Ferrari Fever. A white 1962 250 GTO helps drive record-breaking sales at Mecum. We talk to the CEO of the Mecum about the auction frenzy. (Source: Bloomberg)

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Original article published by Bloomberg on February 12, 2026.
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