Nasdaq and S&P are set for worst month since March. Here’s how to navigate the shift

Technology stocks aren’t carrying the market like they used to — but investors can protect their portfolios during the volatility.

After years of powering the market on the promise of revolutionizing productivity, tech and AI stocks have hit a lull. It’s been four months since the tech-heavy Nasdaq Composite hit a record high. The S&P 500 and Nasdaq each just posted their worst month since March.

Meanwhile, stocks with less exposure to AI are climbing higher. The blue-chip Dow, which is less reliant on tech than the Nasdaq and the S&P,