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Heatmap Highlights: Tech rotation, defensive surge shape S&P 500 (SP500:)

by theadvisertimes.com
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Heatmap Highlights: Tech rotation, defensive surge shape S&P 500 (SP500:)
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Jun 26, 2026, 4:39 PM ETS&P 500 Index (SP500)NFLX, AAPL, XLV, XLF, XLI, XLK, XLY, AMZN, MSFT, GS, STX, WDC, CAT, LLY, ABBV, SNDKBy: Max Gottlich, SA News Editor

aluxum/E+ via Getty Images

Friday’s S&P 500 (SP500) heatmap again highlights a stark rotation, with semiconductors suffering heavy losses while software and defensive sectors posted strong gains.

The information technology (XLK) sector was deeply divided. Hardware and chipmakers plunged, led by Western Digital (



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