U.S. stocks finished mixed on Tuesday to kick off the second half of the year, as investors began rotating out of megacap technology names and into cyclical sectors amid a broader market rally. The Dow Jones Industrial Average rose 400.

The Dow was running away from the other major indexes on Tuesday, but it’s still down from its December high. The blue-chip index was up 400 points, or 0.9%. The S&P 500 was down 0.3%, while the Nasdaq Composite was down 1%.