Wall Street showed a split personality today. Tech stocks, including semiconductor heavyweights, took a breather as investors digested mixed signals. Meanwhile, defense-focused equities gained traction following news of an expanded $1.5 trillion military spending initiative. The divergence highlights how policy shifts can ripple across different sectors. For traders keeping tabs on macro trends, this kind of capital rotation between growth and defense plays is worth monitoring—especially when broader market sentiment tends to bleed into crypto volatility. When equities get choppy, alternative assets often see increased attention.