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Chipmakers Sink as Wall Street Rotation Powers On
Posted
July 28, 2026
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July 28, 2026
5,704
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1.05%
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13:27Now PlayingA rotation that has seen Wall Street investors bail from high-profile chipmakers in favor of more economically sensitive industries picked up speed, driving the Nasdaq 100 toward a technical correction.
Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, discuss the latest market moves as the AI trade drives sentiment.
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