MLPs, energy infrastructure and cybersecurity led the latest theme tape, while blockchain, gold miners and crypto-linked ETFs lagged as investors weighed NVDA’s blowout guide against higher rates, oil uncertainty and Jackson Hole risk.
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MLPs, energy infrastructure and biotech led the latest theme tape, while blockchain, semiconductors, AI infrastructure and hydrogen lagged as momentum pressure broadened across the AI hardware complex.
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Natural Resources, biotech, software and semiconductors are leading as investors extend the earnings-led rally, while MLPs and energy infrastructure lag despite crude stabilizing.
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Blockchain, nuclear/SMR, travel and uranium led the latest theme tape, while energy producers, MLPs and cannabis lagged as investors leaned into a broader risk-on rebound but faded crude-linked exposure.
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Energy, MLPs and cannabis led the latest theme tape as oil spiked on Strait of Hormuz risk, while semiconductors, AI infrastructure, nuclear and blockchain lagged on another momentum unwind.
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Semiconductors, China innovation, blockchain and metals/miners led the latest theme tape, while cannabis, energy producers and MLPs lagged as momentum cooled into next week’s CPI/PPI and bank earnings catalysts.
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MLPs, financials, biotech and software are leading as investors rotate away from crowded AI hardware, while semiconductors, robotics/AI and Natural Resources lag.
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