US sector ETFs mostly fall Tuesday; consumer staples down at least 1.95%, semis up 2.01%

The split between a 2.01% semiconductor gain and a 1.95% consumer staples decline points to a rotation within US equities rather than a broad risk-off move, with defensive staples and rate-sensitive regional banks under pressure while tech and semis lead. That divergence matters for anyone tracking sector exposure as a read on where positioning is concentrating. Whether semis keep outperforming while staples and airlines stay weak is the open question, and it bears watching alongside the energy and regional bank moves.