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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.

The S&P 500 notched another record close at 7,610, up 0.1%, as a powerful chip rally outweighed an oil spike and the crypto rout.

AI is doing the heavy lifting and breadth is narrow, with semiconductors carrying the index higher.

Sustaining records needs follow-through from mega-cap tech; Friday's NFP print is the next macro test.