tech stocks rally as financials lag: What traders need to know today

U.S. markets showed a mixed session as technology stocks outperformed while financials and health care lagged. Nvidia (NVDA) led tech with a 1.48% gain, supported by broader semiconductor strength — Micron (MU) jumped 4.23% — and modest upside in Microsoft (MSFT). Consumer and communications names like Amazon (AMZN) and Meta (META) also rose. Financials, including JPMorgan (JPM), slipped amid rate-hike concerns, and Eli Lilly (LLY) weighed on health-care sentiment after a 4.32% drop. The piece frames this as a rotation back into tech/semiconductors with caution advised for financials and health care, recommending selective reallocation toward technology exposure.