Blockchain rebounded sharply while biotech and clean energy lagged, but the morning setup is more constructive for semiconductors as investors look for another AI/momentum stabilization attempt.
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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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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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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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Biotechnology, MLPs and energy infrastructure are leading as geopolitics reasserts itself, while semiconductors, blockchain, clean energy and AI infrastructure remain under pressure.
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Blockchain, cybersecurity and robotics/AI led the latest theme tape, but the morning setup is more cautious as semiconductors and memory come under renewed pressure following Samsung’s sell-the-news reaction.
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Biotechnology and Natural Resources led the latest theme tape, while semiconductors, blockchain and AI infrastructure lag; however, the Monday setup points to a tactical momentum bounce in semis and memory after the recent drawdown.
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Software, fintech and internet themes are leading as investors rotate away from AI hardware, while semiconductors, bitcoin miners and AI infrastructure remain the weakest pockets of the tape.
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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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