According to CNBC, rotation away from AI-focused trades may continue after Oracle delivered a disappointing earnings update and following the latest Federal Reserve decision, signaling potential near-term pressure on AI-exposed equities and related factor baskets, source: CNBC. For crypto traders, the equity rotation signal highlighted by CNBC is a cross-asset risk cue to monitor for volatility in AI-themed tokens and for relative strength shifts in higher-liquidity assets such as BTC and ETH; CNBC did not provide crypto-specific data, source: CNBC.