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The Dow Is Down. The AI Rotation Shows Signs of Life.
Barrons.com3d agoneutral
The Dow Is Down. The AI Rotation Shows Signs of Life.

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.

Investing.com12d agoneutral
Software catches a bid as investors rotate ahead of Palantir earnings

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.