WS #10790

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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.

Full world state #10790