US sector ETFs mixed at open; energy up over 1%, biotech down over 1%

The opening split is a rotation signal rather than a broad risk move: energy strength alongside biotech and staples weakness points to money shifting toward cyclical, commodity-linked exposure and away from defensive and rate-sensitive corners. That divergence matters because it suggests positioning is being driven by sector-specific narratives, not a single macro headline. Whether the energy bid holds through the session, or fades like other one-day sector pops, is the open question worth tracking.