The (https://www.cnbc.com/2026/06/22/katie-stockton-is-watching-these-industrial-stocks.html) everyone's talking about isn't a value trap disguised as a rotation—it's institutional capital fleeing companies where talent and earnings momentum are diverging. GE and INGM have been quietly compounding revenue and net income for quarters while the broader market obsesses over AI narrative risk at GOOG.

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