U.S. markets reopened today with a clear message: The AI premium is shrinking. While the S&P 500 opened slightly higher, the tech-heavy Nasdaq is trailing behind as investors move capital into defensive stocks.
The Vetted Highlights
- Walmart’s Trillion-Dollar Era: After hitting the $1T market cap milestone, Walmart continues to lead the “Value Rotation.”
- The Yield Pressure: With the 10-year yield creeping up to 4.08%, growth stocks are feeling the heat.
- Nifty 50 Resilience: While the U.S. struggles, the Indian market (Nifty 50) closed at 25,725, proving that the domestic growth story in India is currently decoupled from U.S. tech volatility.