Money leaving AI megacaps is rotating into the rest of the market: the average S&P 500 name just set a record while chip leadership unwinds.
As the AI trade has collapsed, the S&P 500 Equal Weight index $RSP made a new all-time high yesterday. https://t.co/paRFxWR3QV
Money leaving semis for the market's beaten-down average stock as rates ease is the breadth signal AI-heavy portfolios have been missing.
The S&P 500 Equal Weight ETF $RSP has rallied over the last week, while the semis $SOXX have pulled back. A good way to see market rotation out of AI into other areas that had been extremely weak. Coincides with a minor pullback in interest rates. https://t.co/daeRqwX2UO
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