Rotation Into Cyclicals Powers Small Caps While Tech Retreats — Markets Finish Mixed

from Alpha Casts - AI Market Intelligence

The market split sharpened Thursday as small caps and cyclical sectors outperformed while big-cap tech lagged. The S&P 500 edged higher, but the Nasdaq-100 slipped as chip and software names weighed on the tape — a classic mid-cycle rotation day that leaves the near-term outlook balanced.

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This episode was published on June 4, 2026.

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