Nasdaq 100 turns positive, up 0.3% after early 1.3% drop

The signal here is the reversal itself: an early 1.3% drop fully erased and turned into a modest gain suggests buyers stepped in on weakness rather than conviction holding through the session. Semiconductors outperforming the broader index by a wide margin points to chip names leading the bounce, which matters for risk sentiment given their outsized influence on index direction. Whether this dip-buying pattern holds on the next pullback, or proves to be a single-session reflex, is the open question.