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Stocks took a mixed turn today. The S&P 500 dipped as financial heavyweights like JPMorgan and Blackstone stumbled, dragging the broader market lower. Meanwhile, the Nasdaq managed to stay afloat—and then some—riding the AI wave with gains from Nvidia and Alphabet pushing it higher. The pattern is pretty clear: money's been rotating hard into AI-related plays while the financial sector struggled to keep up. It's a classic risk-on shift that's reshaping where capital flows in these markets.