Everything on Market Trends & Sector Rotation

The Philadelphia Semiconductor Index achieved a record 17-day winning streak, highlighting a sector rotation favoring established chipmakers over recent momentum leaders like Nvidia.

Impact: Indicates a broadening of semiconductor valuations and reduces overconcentration risk in single-name AI hardware plays.

— from Market Shifts: Intel's Historic Rally, SAP's Cloud Beat, and China's EV Dominance · Alles auf Aktien – Die täglichen Finanzen-News· Apr 24, 2026