Stock market today - towards the close ...Middle East

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Market Tone

Last 4 Hours: Leadership narrowed — mega caps cooled, semiconductors stayed heavy, and the tape rotated defensively.

Key Movers (Daily % Change)

AAPL +0.09% (from -0.98% earlier)

NVDA -0.17% (vs -0.40%)

AVGO -0.41%

Communication & Internet:

AMZN -0.04%, TSLA -0.07%

Software & Services:

IBM +0.64% (biggest IT services gainer)

Financials:

V -0.47%, MA -0.32%, BRK-B -0.13%

Healthcare:

JNJ -0.03%, PFE +0.15%, ABBV +0.43%, MRK +0.13%

Consumer Staples:

KO -0.14%, PG -0.06%, PM +0.24%

XOM +0.11%, CVX +0.30%

Takeaways by Timeframe

Last 4 Hours: The market shifted defensive. Tech leadership narrowed, with semis and equipment pressured, and healthcare leaders fading hard.

For Stock Traders and Investors

Healthcare reversal: LLY turned from strong green intraday to sharp red close, dragging the sector. Potential for further rotation out of pharma/biotech near-term.

Mega cap tech needs to stabilize (AAPL, MSFT, NVDA) for indices to re-expand upside momentum tomorrow.

This article was written by Itai Levitan at investinglive.com.

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