Software Rotation Accelerates

its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

Investors increasingly separate AI infrastructure providers from companies that can monetize AI through software subscriptions and cloud services. Nvidia remains under pressure, while Microsoft and other platform companies attract relative inflows.

What it moves

Technology+0.3%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Software Rotation Accelerates

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