Semis Lead An Oversold-Type Bounce

12:43 p.m. ET Today is one of those absolute, turn the market on its head, flip flops. The S&P and NASDAQ-100 are up big, the DJIA, Transports and Small Caps are up less. SP-500 +1.55%, Dow +0.65% (Transports +1.05%), NASDAQ-100 +2.65%, Small Caps +1.15 % Semiconductors are driving the gains, then mega-caps despite Microsoft’s not…