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How Tech Rotation Drove Microsoft Up 5.7% While Nvidia Fell 1.6% — Market Wrap Jun 26, 2026
Today's AI insights from 7horns.ai reveal a volatile June 26 session marked by a dramatic intraday reversal. The S&P 500 edged down 0.27% to 7,338, the Dow was flat at 51,876, and the Nasdaq slipped 0.24% to 25,298. Early heavy selling in semiconductors and AI hardware gave way to a midday rotation into software and defensive sectors, lifting markets near flat by close. Microsoft surged 5.71%, leading megacaps higher, while Apple gained 3.14%. In contrast, Nvidia fell 1.64%, pressured by sector rotation. Enterprise software stocks soared with ServiceNow up 9.85% and Snowflake rising 9.65%. ON…
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