The FTSE 100 reached a record high today, driven by strong corporate earnings even as investors flee technology and semiconductor stocks in a broader AI market pullback.

While tech companies faced headwinds, traditional sectors showed resilience with robust financial results buoying the broader index. The market rotation suggests investors are finding value beyond the AI boom, diversifying into established businesses with solid fundamentals. Read the full story →

Today's takeaway: Market strength isn't one-dimensional—when one sector cools, solid business performance elsewhere can still drive meaningful gains.