AI Infra Rout: CoreWeave -12%, Lumentum -10%, SanDisk -9%
The chip selloff widened Monday as the AI supply chain got hit harder than the mega-cap designers. CoreWeave -12%, Lumentum -10%, SanDisk -9%, Seagate -9%.
The chip selloff widened Monday as the AI supply chain got hit harder than the mega-cap designers. CoreWeave -12%, Lumentum -10%, SanDisk -9%, Seagate -9%.
Learn what sector rotation is, how the business cycle drives it, and how to track which industry sectors are leading — with real 2026 market data.
Sector rotation is how smart money moves through the 11 S&P 500 sectors as the economy shifts. Learn which sectors lead in each cycle phase and how to track it.
Learn how sector rotation works, why sectors trade in cycles, and which SPDR ETFs to watch at each phase of the economic clock.
Delta, Carnival, and European airlines jumped as much as 7% on the Iran ceasefire. Here’s why travel stocks lead geopolitical relief rallies — and what risks remain.