Semiconductors
The Great Rotation: Semiconductor Giants Retreat as Investors Pivot to Defense and Financials
The semiconductor sector, the undisputed engine of the 2025 market rally, faced a stark reality check on January 8, 2026. After a blistering start to the year that saw several industry leaders touch all-time highs, a wave of aggressive profit-taking swept through the sector. The reversal was catalyzed by a