Heatmap Highlights: Tech rotation, defensive surge shape S&P 500 (SP500:) — Live Feedhttps://www.live-feeds.com/feed/heatmap-highlights-tech-rotation-defensive-surge-shape-s-p-500-sp500Continuously updated, source-cited coverage. S&P 500 Sees Divergence as Tech Rotation Accelerateshttps://www.live-feeds.com/feed/heatmap-highlights-tech-rotation-defensive-surge-shape-s-p-500-sp500https://www.live-feeds.com/feed/heatmap-highlights-tech-rotation-defensive-surge-shape-s-p-500-sp500#u22992Fri, 03 Jul 2026 15:01:08 +0000The S&P 500 is experiencing a significant divergence in performance. Investors are rotating out of top tech stocks into defensive sectors and semiconductors. An equal-weight version of the index is outperforming as major U.S. indexes slip.What's confirmed:The S&P 500 is experiencing a divergence in performance.Investors are rotating out of top technology stocks.The equal-weight S&P 500 is outperforming as major U.S. stock indexes decline.Still unconfirmed:Semiconductors are surging while mega-caps bleed.Defensive sectors are seeing a surge.Strong breadth is driving a historic week