REITs, water infrastructure and housing led the latest theme tape as investors rotated away from AI hardware, while blockchain, semiconductors, hydrogen and high-beta biotech remained under pressure.
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Blockchain, China internet, energy services and AI infrastructure led the latest theme tape, while hydrogen, housing, travel and metals lagged as investors rotated around oil/rate stabilization and renewed semiconductor volatility.
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The first half of 2026 showed thematic investors moving beyond broad AI stories into bottleneck-specific ETFs tied to memory, semiconductors, photonics, power, grid infrastructure and space, while stale internet, China, disruption and precious-metal exposures struggled, confirming flows followed fundamentals visibility.
Semiconductors, cannabis and hydrogen led the latest theme tape, but the morning setup is more cautious as memory/semis come under renewed pressure after outsized June and Q2 gains.
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Space, hydrogen, semiconductors, biotech and cybersecurity are leading as big tech rebounds, while blockchain and gold-linked Natural Resources lag.
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Biotechnology and software are leading as investors rotate out of crowded semiconductors and memory, while clean energy, hydrogen and AI hardware remain under pressure.
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Biotech, housing and travel are leading as investors rotate away from AI momentum, while hydrogen, cannabis, silver, clean energy and blockchain lag.
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Biotechnology, cannabis, banks and defense themes are leading as the tape broadens away from semiconductors, while hydrogen, AI infrastructure and semiconductor ETFs lag on renewed AI/momentum pressure.
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Software and cybersecurity are leading as AI demand broadens beyond semiconductors, while hydrogen, cannabis, space and select semiconductor sleeves lag after a strong May momentum run.
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Hydrogen, space, semiconductors and disruptive technology are leading as oil and yields fall, while blockchain, cannabis, China internet, biotech and metals lag.
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