WS #10790
S&P 500 equal-weight outperforms cap-weight, indicating rotation away from mega-cap tech; Micron Technology (MU) up 15% in a sea of red, signaling capital flow into semiconductors; software ETFs catching AI tailwind. OpenAI rolls out GPT-5.6 but only for some users due to Trump administration restrictions.
S&P 500 divergence and tech rotation
S&P 500 equal-weight outperforms cap-weight, indicating rotation away from mega-cap tech; Micron Technology (MU) up 15% in a sea of red, signaling capital flow into semiconductors; software ETFs catching AI tailwind.
OpenAI rolls out GPT-5.6 but only for some users due to Trump administration restrictions.