{"id":59175,"date":"2026-02-26T12:09:33","date_gmt":"2026-02-26T16:09:33","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/dowjonestodaydow-jones-gains-as-market-rotates-from-chip-giants-to-enterprise-software\/59175\/"},"modified":"2026-02-26T12:09:33","modified_gmt":"2026-02-26T16:09:33","slug":"dowjonestodaydow-jones-gains-as-market-rotates-from-chip-giants-to-enterprise-software","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/dowjonestodaydow-jones-gains-as-market-rotates-from-chip-giants-to-enterprise-software\/59175\/","title":{"rendered":"[DowJonesToday]Dow Jones Gains as Market Rotates from Chip Giants to Enterprise Software"},"content":{"rendered":"<p>The <strong><a href=\"https:\/\/stockmarketwatch.com\/markets\/dowjones\/today.aspx\" data-internallinksmanager029f6b8e52c=\"1\" title=\"Dow Jones Today\">Dow Jones<\/a> Industrial Average (^DJI)<\/strong> was up <strong>57.88 (0.12%)<\/strong> points today, reaching <strong>49,540.03<\/strong>, while <strong>Dow Futures (YM=F)<\/strong> was up <strong>64.00 (0.13%)<\/strong> points at <strong>49,598.00<\/strong>. The market&#39;s movement was primarily defined by a high-stakes rotation within the technology sector following <strong>Nvidia&#39;s<\/strong> fiscal fourth-quarter earnings report. Although the AI bellwether exceeded Wall Street&#39;s lofty expectations, the results triggered a &quot;sell the news&quot; event, shifting capital toward enterprise software and defensive value stocks as investors sought safety in established blue-chip names.<\/p>\n<p>The central narrative driving today&#39;s session was the reassessment of the &quot;AI Ghost Trade.&quot; <strong>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> was down <strong>4.52%<\/strong> despite reporting record revenue of <strong>$68.1 billion<\/strong>, as investors pivoted toward software giants perceived as oversold. <strong>IBM (<a href=\"\/stock\/IBM\">IBM<\/a>)<\/strong> was the top gainer, up <strong>3.47%<\/strong>, rebounding strongly after a volatile week. Analysts noted that recent panic over AI-driven disruption to legacy systems was overblown, sparking renewed interest in <strong>Salesforce (<a href=\"\/stock\/CRM\">CRM<\/a>)<\/strong>, which was up <strong>3.28%<\/strong>, as the market began rewarding companies showing tangible software monetization.<\/p>\n<p>Beyond the tech sector, financial and consumer-facing stocks provided essential stability to the index. <strong>American Express (<a href=\"\/stock\/AXP\">AXP<\/a>)<\/strong> was up <strong>2.15%<\/strong>, and <strong>UnitedHealth (<a href=\"\/stock\/UNH\">UNH<\/a>)<\/strong> was up <strong>1.68%<\/strong>, while <strong>Nike (<a href=\"\/stock\/NKE\">NKE<\/a>)<\/strong> added <strong>1.67%<\/strong>. On the losing side, industrial giant <strong>Caterpillar (<a href=\"\/stock\/CAT\">CAT<\/a>)<\/strong> was down <strong>3.09%<\/strong> amid shifting economic data, while <strong>Merck (<a href=\"\/stock\/MRK\">MRK<\/a>)<\/strong> was down <strong>2.28%<\/strong>. With <strong>Federal Reserve<\/strong> officials signaling that a March rate cut remains unlikely, the Dow&#39;s modest climb reflects a cautious appetite for high-quality earnings over speculative growth.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Dow Jones Industrial Average (^DJI) was up 57.88 (0.12%) points today, reaching 49,540.03, while Dow Futures (YM=F) was up 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