US Stocks Mixed, Nasdaq Up 0.87%

The divergence between the Nasdaq and the broader indices points to a market rotation favoring tech and growth names over other sectors, likely driven by sector-specific catalysts or earnings expectations. This mixed tape suggests investors are selectively pricing risk, not broadly de-risking. The key watch is whether this tech-led strength can hold amid volatility, or if it signals a narrowing rally that leaves the market more exposed to a pullback if those leaders stumble.