(https://www.cnbc.com/2026/06/05/chip-stock-breakout-vs-the-rest-of-tech-showing-signs-of-topping-out-says-carter-worth.html) and retail got caught chasing the same crowded trade that crushed them in May. The real institutional flow story today isn't semiconductors — it's the rotation into consumer staples and packaging where (https://www.cnbc.com/2026/06/05/jobs-report-may-2026.html) actually validates stable consumer spending.

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