Global equity markets opened with a distinct rotation away from technology growth names toward defensive sectors.

Semiconductor shares faced renewed selling pressure, with Samsung Electronics leading the decline among major chipmakers.

In contrast, US healthcare stocks gained ground, rising approximately 3% in early trading as capital sought safer havens.

The move reflects a cautious stance among investors who are quietly reducing exposure to the artificial intelligence trade, favoring stability over speculative growth.

In contrast, US healthcare stocks gained ground, rising approximately 3% in early trading as capital sought safer havens.

Apple Inc. managed to stage a modest rebound, bucking the broader tech weakness, but the overall sentiment in the semiconductor complex remained negative.

The divergence highlights a market that is increasingly selective, rewarding defensive fundamentals while punishing high-multiple tech valuations.