S&P 500 Capital Rotation: Markets Shift from AI Software to Physical Infrastructure
While the Magnificent 7 dropped 3.2% and the Nasdaq fell 2.1%, the Utilities sector surged 7.1% in a single week. $1.42 billion fled U.S. tech funds as $8.52 billion poured into emerging markets. The market is demanding proof that AI software can monetize—and betting
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