There Goes SPX $5040

12:58 p.m. ET The S&P broke the $5040 level with Semiconductors (SOX -3.1%) and Mega-Caps (MGK -1.2%)  leading the market lower. Mega Caps are underperforming the Equal Weight S&P by nearly 100 basis points, so selling here has picked up since the Early Update. Who do you think is selling these stocks? It’s not retail…