We keep talking about a rotation out of technology—but is that really what's happening? While the biggest AI names, including memory chip makers, are facing profit-taking, capital isn't leaving the AI theme. Instead, it's rotating deeper into the AI ecosystem, benefiting semiconductor equipment makers, data-centre infrastructure providers, networking companies and even banks and industrials financing the AI investment boom. Broadly, the latest US inflation data may have eased market concerns, but is softer data enough to keep mood nice and sweet when oil prices are rising into the accelerating long-term inflation trend?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

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