🟢 FTEC is trading 1.8% up today as capital rotates from semiconductors into software and platform tech

FTEC is trading 1.8% higher as the information technology sector rebounds, driven by a massive capital rotation within the tech landscape.

• Investors are reallocating approximately $3.2 trillion from overheated semiconductor names into larger platform and software-oriented technology companies.
• The rotation follows last week’s AI-infrastructure rout, lifting diversified tech ETFs despite ongoing concerns regarding AI valuations.
• The move aligns with a broader uptick in U.S. equity indexes and Nasdaq futures.