Chipmakers Sink as Wall Street Rotation Powers On [1dDlfpYIq2T]

A 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. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: Follow us on X: Subscribe to our Podcasts: Bloomberg Daybreak: Bloomberg Surveillance: Bloomberg Intelligence: Balance of Power: Bloomberg Businessweek: Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: Android Auto: Visit our YouTube channels: Bloomberg Podcasts: Bloomberg Television: Bloomberg Originals: Quicktake:

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