While tech stocks have seen some pressure throughout the week, Tom White says that money has moved elsewhere on Wall Street. He argues the rotation offers more strength for markets going forward. One company debuting in the U.S. today: SK Hynix, which will trade on the Nasdaq under the symbol SKHY. Tom explains how the ADR shakes up the AI memory trade. He then turns to the skies and discusses Delta Air Lines (DAL) and its earnings.