End-of-day sector snapshot shows clear divergence:

Energy leading with $XOP +1.6%, $XLE +0.9% — crude strength or just a bounce?
$XBI biotech +1.4% outperforming despite broader weakness

Meanwhile defensives and growth getting hit:
$XLP staples -1.6%
$IGV software -1.9%
$XLC comm services -1.9%

$SPY -0.5% but equal-weight down -0.6% — breadth slightly weaker than cap-weighted

Flow watch: $SPY absorbed $4.2B today while $QQQ and $IWM flat

Rotation or noise? Energy rarely leads for long unless macro's shifting. Worth watching if this holds through the week.