Small Caps, Pharma Surge As AI Rotation Broadens, Nvidia Tumbles: What's Moving Markets Tuesday?

Benzinga11-26

Wall Street's sector rotation entered full throttle Tuesday, with investors pouring into previously overlooked corners of the market amid an AI-driven shift that now favors undervalued small caps and ...

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Check the market position here.The Russell 2000 jumped 2% Tuesday, extending its rally over the past three sessions to 7%, marking its best three-day performance since November 2024. The move signals growing appetite for cyclical and underpriced plays, with traders betting that artificial intelligence will unlock productivity gains across a wider array of sectors.Health care emerged as the session's standout, with the Health Care Select Sector SPDR Fund (NYSE:XLV) rising 2.2% on the day and 10% month-to-date — its strongest monthly gain since April 2020. Meanwhile, high-flying chip stocks continued to cool. NVIDIA Corp. (NASDAQ:NVDA) sank nearly 4% after reports that Meta Platforms Inc. (NASDAQ:META) was considering a multibillion-dollar investment in Alphabet Inc.’s (NASDAQ:GOOG)(NASDAQ:GOOGL) custom AI chips. The move raises concerns about a potential erosion of Nvidia's dominance in the generative AI supply chain.Nvidia is now down 14% in November, on pace for its worst monthly performance since late 2022.Advanced Micro Devices Inc. (NASDAQ:AMD) fell 7% Tuesday, deepening its November slide to 20%. The stock is also tracking for its worst monthly drop since September 2022. While chipmakers struggled, some tech heavyweights continued to attract buyers. Alphabet hit a record above $320 per share and is now up for a sixth consecutive month as investor optimism grows over Google's competitive edge in AI. Apple Inc. (NASDAQ:AAPL) shares also touched new all-time highs near $280, supported by CEO Tim Cook's commitment to boosting investment in China. Within earnings movers, Zoom Video Communications Inc. (NASDAQ:ZM) surged past 13% after posting stronger-than-expected quarterly results, eyeing its best daily performance since November 2022. In contrast, Burlington Stores Inc. (NYSE:BURL) tumbled 10% after issuing a weaker-than-expected fourth-quarter forecast. In commodities, gold rose 0.5% to $4,150 per ounce, while oil slid 1.5% to $57 per barrel. The pullback in crude followed reports that Ukraine had accepted a U.S. peace proposal. However, Ukrainian President Volodymyr Zelensky said further negotiation is still required.Bitcoin (CRYPTO: BTC) was largely unchanged at around $87,000. The world's largest cryptocurrency is down 20% month-to-date, on track for its worst monthly performance since June 2022. Tuesday’s Performance In Major U.S. Indices, ETFsMajor IndicesPrice1-day chg. %Russell 20002,460.962%Dow Jones47,027.761.2%S&P 5006,755.550.8%Nasdaq 10024,973.180.4%Updated by 12:45 p.m. ETAccording to Benzinga Pro data:\nThe Vanguard S&P 500 ETF (NYSE:VOO) rose 0.7% to $619.23.\nThe SPDR Dow Jones Industrial Average (NYSE:DIA) rose 1.2% to $469.94.\nThe tech-heavy Invesco QQQ Trust Series (NASDAQ:QQQ) gained 0.4% to $607.16.\nThe iShares Russell 2000 ETF (NYSE:IWM) strengthened 1.9% to $244.45.\nThe Health Care Select Sector SPDR Fund outperformed, up 2.2%; the Energy Select Sector SPDR Fund (NYSE:XLE) lagged, down 0.8%.\nRussell 1000’s Top 5 Gainers On TuesdayStock Name % ChangeAmentum Holdings, Inc. (NYSE:AMTM)20.61%Inspire Medical Systems, Inc. (NASDAQ:INSP)15.32%Zoom Communications Inc.14.20%Woodward, Inc. (NASDAQ:WWD)12.05%The Gap, Inc. (NYSE:GAP)10.44%Russell 1000’s Top 5 Losers On TuesdayStock Name % ChangeBurlington Stores, Inc. -10.20%Advanced Micro Devices, Inc. -6.42%Circle Internet Group, Inc. (NYSE:CRCL)-4.82%Lumentum Holdings Inc. (NASDAQ:LITE)-4.26%Texas Pacific Land Corp (NYSE:TPL)-4.24%Loading...Loading...Read Now: \nA New AI Beast Is Here: Alphabet Topples Microsoft In A Stunning November Rally\nPhoto: ShutterstockXLVSPDR Select Sector Fund - Health Care$158.341.98%Overview$BTCBitcoin - United States dollar$87566.78-0.79%AAPLApple Inc$278.600.97%AMDAdvanced Micro Devices Inc$200.21-6.90%AMTMAmentum Holdings Inc$30.2719.3%BURLBurlington Stores Inc$256.94-9.68%CRCLCircle Internet Group Inc$68.99-5.16%DIASPDR Dow Jones Industrial Average ETF$470.141.23%GAPGap Inc$27.149.67%GOOGAlphabet Inc$322.661.32%GOOGLAlphabet Inc$322.421.21%INSPInspire Medical Systems Inc$134.0214.3%IWMiShares Russell 2000 ETF$244.591.96%LITELumentum Holdings Inc$288.00-3.79%METAMeta Platforms Inc$629.632.70%NVDANVIDIA Corp$176.01-3.58%QQQInvesco QQQ Trust, Series 1$607.150.33%TPLTexas Pacific Land Corp$838.77-4.33%VOOETF$619.390.72%WWDWoodward Inc$293.3612.3%XLBMaterials Select Sector SPDR$87.841.53%XLESPDR Select Sector Fund - Energy Select Sector$88.50-0.76%ZMZoom Communications Inc$90.9715.7%Market News and Data brought to you by Benzinga APIs© 2025 Benzinga.com. Benzinga does not provide investment advice. 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