Daily Market Updates: Equities: AI rotation favours smaller caps and overlooked sectors

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Equities: AI rotation favours smaller caps and overlooked sectors - HSBC

Reported · Written up by our desk · Major Pairs

HSBC Asset Management discusses how the AI-led tech sell-off exposed fragility in mega-cap indices like the S&P 500 and Nasdaq. The report argues that equal-weighted benchmarks and left-behind sectors could benefit if AI stumbles or even if it continues, as spillovers and broader capex lift Industrials and Financials. Globally diversified portfolios across sectors and market caps are seen as well positioned.

Latest closeS&P 500 7,623.68 ▼0.5%|Nasdaq Comp. 25,955.34 ▼0.2%

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FXStreetEquities: AI rotation favours smaller caps and overlooked sectors - HSBC

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Equities: AI rotation favours smaller caps and overlooked sectors - HSBC

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