Cybersecurity, copper miners and semiconductors led the latest theme tape, while finance/fintech, biotech, travel and gaming lagged as investors balanced cooler CPI relief with PPI, Warsh testimony and elevated oil risk.
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Biotechnology and semiconductors are leading as investors rotate back toward AI hardware and healthcare beta, while cannabis, space, blockchain, software and uranium-linked themes lag.
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February 10, 2026 Macro & Equity Tape U.S. equities began Tuesday with index futures modestly higher after Monday’s rebound, led by renewed tech/AI leadership and a broad bid for cyclicals. Focus shifts to a heavy data slate, starting with December retail sales alongside import/export prices and NFIB optimism, plus Fed commentary (Hammack, Logan). Rates are
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