A top JPMorgan strategist says the software-driven tech sell-off is actually a healthy rotation into ignored parts of the market

TIMOTHY A. CLARY / AFP via Getty Images

• Tech shares sold off on Tuesday after Anthropic's latest AI tools hit software stocks.
• JPMorgan's Stephen Parker highlighted the rotation from tech as a healthy development.
• The strategist sees opportunities in areas like indutrial and energy stocks.

Wall Street is still recovering from a big sell-off that swept tech stocks on Tuesday, but a top JPMorgan strategist says that investors shouldn't be worried.

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