
The market is experiencing a healthy rotation, with tech names like NVDA (-2.01%), MSFT (-1.38%), and PLTR (-5.89%) pulling back. Conversely, sectors like Consumer Defensive and Industrials are showing strength, with HD (+3.12%) and WMT (+0.97%) in the green. This suggests a shift from high-beta tech to more defensive and value-oriented stocks ahead of Powell's Friday speech.