Rocket Lab dipped slightly, having already retreated 30% from its recent highs. This round of adjustment in commercial aerospace isn't just about them alone; launch cadence hasn't stopped, orders are still there, but the market's patience for growth stories is shrinking, making the progress of the Neutron heavy-lift rocket an unavoidable suspense. Broadcom rose slightly, hovering back near its previous highs. The order story for AI custom chips is propping up its strength this year; among the large caps, it's one that wears its certainty on its face. But with its market cap heading towards two trillion dollars, every step up requires new orders to foot the bill.