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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.

Nvidia eased 0.7% to $222.82, pausing even as its new PC-processor launch lit a fire under the wider chip complex, with Marvell up 32%.

Even on a down day, Nvidia's product cadence is setting the AI-capex narrative that is driving the entire market.

$230 resistance sits near the 52-week high; $215 is first support.