// COMPARE

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.

Microsoft fell 4.2% to $441, the day's mega-cap laggard, sliding well below its 52-week high.

Rotation into pure-play chip names like Nvidia and Marvell is pulling capital out of software megacaps.

$435 is support; a break opens $420. The stock needs fresh AI-monetization proof to re-rate.