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Charts point to rotation to chips from software inside the technology universe

The key question now is how much worse can it get for software when areas like semiconductors are pushing to new all-time highs.

When we hear the term market rotation, we typically think of money moving between sectors — mostly from growth to non-growth. This has been happening over the past several weeks and has been a key reason the S & P 500 has remained near its highs. How… [5822 chars]

Source: CNBC | Published: 2026-01-22T19:03:13Z

Credit: CNBC

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