Post-Midterm Rotation Goes Global as Chip Stocks Slide — Can It Take Hold?

The post-midterm rotation spread across major equity markets on Thursday. The selling is concentrated in semiconductor and AI-infrastructure stocks rather than technology as a whole, and the pressures on leveraged infrastructure providers were building before the election. The evidence is consistent with rotation but does not establish a confirmed global shift in investment flows, and major currencies barely reacted. The post Post-Midterm Rotation Goes Global as Chip Stocks Slide — Can It Take Hold? appeared first on ActionForex.