NVDA, MU drive sector rotation

- Risk-on trading pushed a tech-to-financials rotation today, with chip names like NVDA and MU underperforming as banks rallied. (x.com) - Semiconductors were down about -1.50% on the session while NVDA and MU were repeatedly cited among the day's heaviest movers. (x.com) - Crypto stayed volatile alongside equities, underscoring cross-asset sensitivity to Fed splits, oil moves and cloud-software shifts. (x.com)