The Nasdaq Composite Index closed 1.59 percent higher at 25,465.38, a 399.51-point gain that outpaced the S&P 500's 1.3 percent rise and the Dow Jones Industrial Average's 0.5 percent advance.
Nvidia surged 2.9 percent and Alphabet climbed 2.1 percent, with Apple up 2.0 percent and Tesla gaining 2.9 percent. The trio of gains in the index's largest components drove the benchmark higher.
Weakness in other mega-cap names limited upside. Microsoft fell 2.3 percent, Meta dropped 2.0 percent, and Amazon declined 1.7 percent. The divergence underscores ongoing rotation within the technology sector — strength concentrated in artificial intelligence and semiconductor names, with pressure on advertising and cloud-exposed plays.