AI, SEMIS, TECH & YIELDS

Here we go again. AI names, Mega Caps/Hyperscaler and Semis are weighing on the broader market with a soft start. S&P-500 (1M) with my Index of AI Names, Mag-7 Mega Caps/Hyperscalers & Semis (SOX) – or more broadly, Tech – weighing on the broader market. Meanwhile, 9 of 11 S&P sectors are actually green, it’s…