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US equities were lower in Tuesday trading, though ended off worst levels. Today saw another rotation from tech toward cyclicals, and a rotation within tech trade itself away from software/AI adopters and into semis/AI enablers. December core CPI was cooler, though the data was noisy.
By Factset4.8
2121 ratings
US equities were lower in Tuesday trading, though ended off worst levels. Today saw another rotation from tech toward cyclicals, and a rotation within tech trade itself away from software/AI adopters and into semis/AI enablers. December core CPI was cooler, though the data was noisy.

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