The story today
1Auto-parts collapse. LKQ plunged -22%, marking the largest move as a sharp divergence from sector trends and signaling sector-specific stress.
2Defensives under pressure. Defensive stocks fell -6% while Energy gained +4.1%, reflecting a broad risk-on tilt despite 846 risk signals across the market.
3Risk stays elevated. High-risk composite driven by widespread signals and six earnings reports due within 14 days; 176 stocks down >2.5% this week.
