Tech stocks surge as healthcare faces setbacks

U.S. markets were led by a tech rally, anchored by Microsoft (MSFT.OQ) which rose 1.38%, while Oracle jumped 5.05%, signaling renewed investor appetite for software and infrastructure names. Semiconductors showed a mixed picture: Intel and Micron delivered strong gains (around +4.3% and +4.2%), while Nvidia ticked down modestly, suggesting selective buying within the chip space. The healthcare sector lagged, dragged lower by Amgen’s roughly 4.8% drop despite Eli Lilly’s 4.0% gain, creating uneven risk dynamics across defensive stocks. Consumer cyclicals showed resilience with Amazon up about 2.2%. Overall, the piece frames a cautiously optimistic market where tech outperformance may drive near-term leadership but sector-level dispersion (notably healthcare weakness) argues for diversification and active positioning.