Rotation Day: Dow Leads While Tech Pauses
The Dow outpaced tech as traders rotated into value, healthcare and industrials, with small caps leading the tape. 3M beat and raised; GM missed and warned.
Money moved out of megacap tech into value, healthcare and industrials - small caps led the tape

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The Dow outpaced tech as traders rotated into value, healthcare and industrials, with small caps leading the tape. 3M beat and raised; GM missed and warned.
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US markets retreated on Thursday as a historic selloff in Alphabet shares and broader software weakness weighed on the Nasdaq. While the S&P 500 and Dow Jones Industrial Average saw modest declines, investors balanced strong third-quarter GDP growth against renewed anxiety over the massive capital expenditures required for the AI buildout.
US markets finished higher on Wednesday as investors cheered the Federal Reserve's decision to keep interest rates unchanged. While the broader market maintained its momentum, all eyes shifted to the after-hours session for critical earnings updates from the tech sector.
US markets pushed higher on Tuesday as a resurgence in semiconductor and AI-related stocks lifted the Nasdaq and S&P 500. Investors are balancing optimism over corporate earnings with caution ahead of the Federal Reserve's upcoming interest rate decision.
US stocks finished higher on Monday as a fresh wave of artificial intelligence optimism fueled a tech-led rally. Investors shook off recent volatility to push major indexes into the green ahead of a critical week for corporate earnings and Federal Reserve policy.
US markets wrapped up a choppy week on October 25, 2026, with major indices retreating as investors grappled with rising energy costs and skepticism regarding the massive capital expenditures required for artificial intelligence infrastructure.
US markets wrapped up the week on a sour note as rising crude oil prices and persistent inflation concerns pressured major benchmarks. While the Dow Jones Industrial Average managed to secure a weekly gain, the S&P 500 and Nasdaq both finished lower for the second consecutive week.
US markets closed lower on Friday as rising oil prices and geopolitical tensions dampened investor enthusiasm. While the tech sector attempted a modest recovery, the Dow Jones Industrial Average bore the brunt of the selling pressure to end the week.
The Nasdaq Composite suffered its worst session since June as investors soured on big tech earnings and AI capital expenditure plans. While the Dow managed to finish near flat, the S&P 500 saw its largest one-day decline since July as defensive sectors provided the only shelter from the storm.
US markets finished higher on Wednesday as a blowout earnings report from SpaceX fueled a broader rally in technology and AI-related stocks. The S&P 500 gained 0.6%, the Dow added 0.7%, and the Nasdaq led the way with a 1.1% climb as investors shook off recent volatility.
MarketsUS stocks closed mixed Thursday as a surge in crude oil on Middle East tensions revived inflation fears. The Nasdaq fell 1.3% on chip weakness, the S&P 500 slipped 0.5%, and the Dow held flat.
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