US STOCKS : DOW , S & P 500 END HIGHER AS TRADERS SHIFT FROM AI TO HEALTHCARE

What happened: The Dow and S&P 500 ended higher as traders rotated away from AI-related names toward healthcare and other sectors. Eli Lilly, UnitedHealth and Walmart rallied on Deutsche Bank rating upgrades. Key numbers: S&P 500 gained 24.94 points, or 0.32%, to 7,744.07. Nasdaq gained 18.37 points, or 0.07%, to 26,711.24. Why it matters: Tech names with heavy debt loads fell as investors weighed rising rates. TSMC's cautious note on 2027 pressured Broadcom and Nvidia despite record quarterly profit. Hotter inflation data fueled rate hike expectations.

The Dow and S&P 500 ended higher as traders rotated away from AI-related names toward healthcare and other sectors. Eli Lilly, UnitedHealth and Walmart rallied on Deutsche Bank rating upgrades.

Tech names with heavy debt loads fell as investors weighed rising rates. TSMC's cautious note on 2027 pressured Broadcom and Nvidia despite record quarterly profit. Hotter inflation data fueled rate hike expectations.