Rotation is the theme of markets right now, says Tom White, pointing to selling in AI chip stocks while other corners of Wall Street rallied. Memory stocks remain in focus, as Tom points to movers like Micron (MU) in the U.S. and SK Hynix abroad with plans to make a domestic debut. Sticking with tech headlines, Meta Platforms (META) CEO Mark Zuckerberg stated he's disappointed with the progress of AI agents.