S&P 500 Edges Up 0.3% as Healthcare Jumps 2.1%, Tech Slips

The index-level gain masks a clear rotation rather than broad risk appetite: healthcare, materials, financials and consumer discretionary all outpaced the S&P 500, while energy and tech lagged and the Nasdaq 100 finished slightly lower. The divergence within tech is the more interesting signal, with several individual names posting strong gains even as the sector and Nvidia declined. Whether that dispersion persists, or resolves into either a broader tech recovery or a deeper defensive tilt, is the open question.