NVDA Finds a Way

$QQQ managed to break above yesterday's high, while $SPY couldn't, leading to a pullback in $QQQ. $AMD hosted an Advanced AI conference, which triggered a "sell the news" reaction. $NVDA led most of the day but struggled around the $135 level. The semiconductor sector ($SMH) held up well, supported by strength in $MU and $NVDA. Energy stocks ($XLE) were another strong point, while software names like $ADBE and $PANW had a solid day, reflecting strength in the tech sector.