Tuesday’s trading reflected a rotation rather than broad market weakness. Strength in the Dow and S&P 500 suggested continued support for industrials and defensive sectors, while the Nasdaq lagged as semiconductor stocks came under pressure. The SOX index breaking below key support may indicate weaker near-term sentiment for chipmakers, particularly memory stocks amid renewed oversupply concerns. Meanwhile, Apple’s brief US$5 trillion milestone highlighted continued resilience in mega-cap technology despite broader semiconductor weakness.