US stocks weekly: Mixed messages

S&P 500 .SPX up 4th consecutive week, advances 0.5% as investors monitor geopolitics, corporate earnings .N

Dow .DJI dips 0.4%, while tech-heavy Nasdaq Composite .IXIC rises 1.5%

Records all around, but the Dow RSVP's 'No'; ends Fri still 1.9% below record closing high, but small names, big gains: Small caps take the lead in 2026

And after its biggest burst since 2020, can the S&P 500 push higher?

U.S. 10-Year Treasury yield US10YT=RR rises to 4.31% area, coiling like a spring as traders brace for a breakout US/

In the end, just a minority of sectors show conviction to the upside: Energy and Technology most certain, while Healthcare dubious

Energy .SPNY gains 3.2%. Group rises, tracking crude prices, on fears of US-Iran ceasefire collapse O/R

Tech .SPLRCT tacks on 3.1%. Intel INTC.O soars to all-time high after upbeat Q2 rev forecast on strong demand for its CPUs amid AI boom, fuels surge in Advanced Micro Devices AMD.O, chip stocks

Texas Instruments TXN.O leaps on bright Q2 outlook powered by robust data center chip demand

Semiconductor index .SOX rockets 10%. Too far, too fast? SOX stretch raises red flags, but through Fri, index on record-setting 18-day win streak

Apple AAPL.O turns to hardware veteran John Ternus as CEO to succeed Tim Cook

On a negative note, IBM IBM.N drops as software growth slows and AI concerns rise, and ServiceNow's NOW.N tumble after citing Middle East deal delays for Q1 rev hit, spark software stock selloff

Consumer Discretionary .SPLRCD inches down 0.3%. Tesla TSLA.O falls as higher 2026 spending plan of >$25 bln overshadows upbeat Q1 results

Lululemon LULU.O slides after former Nike NKE.N executive named next CEO

Though Amazon.com AMZN.O climbs after $25 bln deal pledge to Anthropic for AI growth

Industrials .SPLRCI slip 0.6%. Airline stocks fall as low-cost carrier Spirit nears Trump administration rescue deal

NYSE Arca Airline index .XAL descends 10%

Conversely, United Rentals URI.N jumps after annual sales forecast hike, Q1 beat fueled by large projects

Boeing BA.N rises on much smaller-than-expected loss as recovery gains traction

Communication Services .SPLRCL loses 0.8%. Charter Communications CHTR.O stumbles as it sheds more broadband customers than expected

Netflix NFLX.O boosts stock buyback plan by $25 bln, but NFLX retreats 5% on the week

Healthcare .SPXHC sags 3.1%. Hospital operator HCA Healthcare HCA.N falls after dip in flu season volume

Meanwhile, individual investor bulls charge, and car rental firm Avis Budget CAR.O, that's been driving the Dow Transports .DJT, crashes after record rally, triggered by a massive short squeeze

SPX performance YTD: