Cannabis, housing, nuclear/SMR and selective semiconductors led the latest theme tape, while China internet, silver, miners, REITs and software lagged ahead of July CPI.
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Energy services, producers, silver and cybersecurity led the latest theme tape, while blockchain, semiconductors, travel and housing lagged as investors waited on July CPI.
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Cannabis, biotech and gaming led the latest theme tape, while blockchain, travel, housing and cloud software lagged as investors waited on July payrolls and next week’s CPI.
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Gold, silver, miners and copper led the latest theme tape, while cannabis, blockchain, solar and energy beta lagged as investors balanced strong Q2 earnings with AI-capex scrutiny and Friday’s payrolls risk.
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Biotech, semiconductors and AI infrastructure led the latest theme tape as momentum continued to repair, while blockchain, energy producers and REITs lagged.
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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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Blockchain and semiconductors led the latest theme tape as momentum rebounded sharply, while insurance, gaming, REITs, housing and low-volatility dividend themes lagged.
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Energy, gaming/esports and software led the latest theme tape, while blockchain, semiconductors and AI infrastructure remained under heavy pressure as investors digested mixed Mag 7 earnings and a post-FOMC yield backup.
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Software, gaming, travel and internet themes led the latest theme tape, while energy, MLPs, semiconductors and AI infrastructure lagged as investors rotated away from crowded AI hardware and crude-linked exposures.
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Software, housing, travel, energy services and REITs led the latest theme tape, while blockchain, semiconductors, robotics/AI and clean energy lagged despite Monday’s broader market bounce attempt.
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