[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe Dow started strong, but the Nasdaq felt the heat as traders kept rotating out of tech. Big AI names took hits: Nvidia down over 1%, Apple on track for its seventh straight loss, and Oracle off more than 2%.The bright spot? Defense stocks went gangbusters after President Trump floated a massive $1.5 trillion defense budget for 2027 (up huge from 2026’s$901 billion). Northrop Grumman soared 10%+, Lockheed Martin jumped ...