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August 2026 STAX: AI-led Tech Rotation; Energy, Industrials, Utilities Strength
Schwab’s August STAX shows rotation not selloff: call-buying backs tech (NVDA, MU, INTC, SPCX) while energy, industrials and utilities gain; biggest net sells: PLTR, MSFT, NOW.
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What stands out
Schwab's August STAX tags Micron (MU) as one of the month's top net buys — a short-term flow signal traders watch. Micron's fundamental, technical, and combined ratings are all Neutral, so the buying interest is worth monitoring but doesn't by itself change the stock's overall assessment.