US sector ETFs diverge at open: consumer staples up over 1%, semis down over 3%

The opening split between defensive staples and semiconductors points to a rotation rather than a broad risk-off move, with capital favoring consumer staples' perceived stability over the higher-beta tech complex. That divergence matters most for sector-rotation watchers and anyone tracking how concentrated tech exposure is behaving relative to the rest of the market. The open is early and thin, so whether this staples-versus-semis gap holds through the session or narrows is the open question.