Market Confidence In Mega Caps Earnings Isn’t As High As Portrayed Yesterday; Metals Acting Well

12:52 p.m. ET There’s a little rotation, pretty much the mirror opposite of yesterday. Mega Caps, Tech and Semis are weak. Dow and Small Caps are in favor. Value is in favor, while Growth and Momentum are out of favor. These aren’t big moves that shake anything up, they just show a rotation in preference…