AI Rebound Narrows
+0.1%
The rally persists but becomes less broad, with investors returning mainly to the highest-quality megacap technology and semiconductor names. This reflects continued belief in AI spending but lingering concern about valuation and weaker balance sheets across speculative AI-linked stocks.
What it moves
- Telecommunications+0.3%
- Technology+0.2%
- Riskier companies' borrowing costs
- Market volatility
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