US sector ETFs close mostly higher; semiconductor ETF gains 1.89%

The dispersion here is the story: chip and broad tech ETFs leading while banks sit marginally lower points to a rotation within sectors rather than a uniform risk-on move. That gap matters for anyone tracking where equity leadership is concentrated, since semis have been the swing factor in tech-heavy exposure. Whether the banking ETF's softness is a one-session blip or the start of a broader split between tech and financials is the open question worth watching.