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Retailopædia

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The Encyclopædia of Indian Retail — revised every hour



Defensive Rotation / Large-Cap Tech Bifurcation confidence 52/100

Defensives and Mega-Cap Tech Cushion US Stocks as Semis Drag on Risk Sentiment

A selective safe-haven rotation into defensive names plus gains in Microsoft and Amazon partially offset broad semiconductor weakness, leaving markets in a net mixed-to-negative posture amid lingering risk-off undertones.

ndtv-profit-business · 6/28/2026, 10:48:00 AM · Ask about this →