WS #10853
Continued rotation from tech into real estate and equal-weight S&P 500, with RSP outperforming SPY by 5% in June, indicating broadening market participation. Anthropic is reportedly close to US clearance to restore its Fable 5 model, a positive signal for AI sector sentiment and potential catalyst for AI-related tech stocks.
Market Rotation Out of Tech
Continued rotation from tech into real estate and equal-weight S&P 500, with RSP outperforming SPY by 5% in June, indicating broadening market participation.
Anthropic is reportedly close to US clearance to restore its Fable 5 model, a positive signal for AI sector sentiment and potential catalyst for AI-related tech stocks.