Just caught the stock market today and there's an interesting split happening. The S&P 500 and Nasdaq are both up - tech and AI plays are carrying them higher - but the Dow got hammered down 0.83%. The reason? UnitedHealth Group absolutely tanked roughly 20% after disappointing earnings, and since it's one of the largest holdings in the Dow, it dragged the whole index down with it. Price-weighted indices can be brutal like that. Meanwhile, the real story for investors has been the chip and AI rotation. Micron announced a massive $24 billion memory plant in Singapore, which tells you everything about where capex is heading. Amazon also got a boost after announcing it's folding Fresh and Go into Whole Foods - the market liked that move. So yeah, watching the stock market today shows you how different these indices can move depending on what's actually driving them. The Dow's weakness doesn't mean much when the broader market is still pushing higher on tech strength.

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