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The Dow added 0.45% to a record 51,308, lagging tech but lifted by the broad risk-on tone.

Its value tilt means the Dow rides the rally without the semiconductor turbocharge — steady rather than spectacular.

51,000 is first support; rotation breadth will decide whether the Dow keeps pace with the Nasdaq.

Meta slipped 0.5% to $598 amid an employee backlash over its AI data-privacy practices.

Headline risk around AI governance is capping the stock even as ad revenue holds — a sentiment drag, not a fundamentals break.

$590 support and $610 resistance bracket the near-term range.