Odaily News — As US stocks prepare to enter the final quarter of the year, Scott Rubner, Head of Equity and Derivatives Strategy at Citadel Securities, is "increasingly constructive" on the outlook ahead. Investors may experience a bumpy ride in the short term, but if market weakness persists through the end of the month, they should use the opportunity to rebuild exposure to core market sectors. Sentiment toward artificial intelligence has swung sharply negative, and related positioning has been reduced. These trends should begin to reverse starting in October, beginning with tech stocks and then spreading to the broader market.

Scott Rubner wrote in a note to clients: "This does not mean we believe the weak September trend is over. Heading into the end of the month, the supply-demand setup remains unfavorable, the technical backdrop continues to weigh on equities, and we still believe stocks could move lower over the next two weeks. But the market regime has already begun to shift."