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Semiconductor stocks are going up in smoke. But the S&P 500 is holding strong.
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The bulls could cling to something worthy while they watch semiconductor stocks such as Sandisk (SNDK) and Micron (MU) get blown to pieces.
About 72% of S&P 500 stocks are now trading above their 200-day moving average, the strongest market breadth since December 2024, according to data from Barchart (see below).
· Barchart"You've got essentially two-thirds of S&P 500 companies that are trading above their 200-day moving average.
Investors have cashed in their AI bets and have rotated into software, financials, industrials, healthcare, and consumer discretionary stocks for their perceived values.
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