Flows are rotating into DAN while LCID weakens

🇺🇸 Equities are showing a clear flow reversal, with inflows outpacing outflows for the first time in recent sessions. The dominant move is a $99M bid into $DAN (Dana Incorporated), contrasting sharply with a $25M exit from LCID. The shift signals fresh buying interest in the tech and digital sectors, but caution is warranted as the overall flow count remains negative with 116 outflows versus 99 inflows. The key takeaway is that the rally is still narrowly led. The top inflow into DAN confirms its leadership, while the significant exit from LCID underscores ongoing sector rotation rather than broad conviction. Next, watch whether this inflow momentum sustains and spreads to other themes, or if the market reverts to a more cautious stance.