Dow +0.50% S&P 500 +1.05% Nasdaq +1.62% But the bigger story is underneath the indexes. AI and semiconductors are showing strong relative strength while lower o

Dow +0.50% S&P 500 +1.05% Nasdaq +1.62% But the bigger story is underneath the indexes. AI and semiconductors are showing strong relative strength while lower oil prices and easing Treasury yields are giving growth stocks more room to breathe. My focus remains: Compute → $NVDA $AMD Memory → $MU Ne…