Tech downturn: Energy pops while semiconductor sector struggles

Markets experienced a sector rotation as technology — led by semiconductors — weakened while energy stocks outperformed on rising oil prices. Nvidia (NVDA) fell 1.31% amid broader semiconductor weakness (Broadcom -1.89%, Micron -1.43%), dragging on big-cap tech where Microsoft slipped 0.74%. By contrast, energy names rallied (Exxon +1.38%, Chevron +0.89%), supporting industrials and providing a cyclical lift. Consumer and financial names were mixed (Apple +1.21%; JPMorgan +1.37%; Bank of America -0.72%). The piece frames the day as a cautionary signal for tech exposure and suggests investors consider rebalancing toward energy and cyclical opportunities while monitoring supply-demand and geopolitical developments.