There’s a transition occurring in the tech sector. The traditional sector bellwethers—computer hardware, desktop software, consumer electronics—are no longer the areas of growth. Instead, it’s all about the enterprise.

Stocks ended flat Tuesday as investors took a breather after Monday's blockbuster rally.

Stocks struggled to stay in positive territory for any length of time Tuesday as profit-taking after Monday's blockbuster rally overshadowed a fifth-straight rise in pending-home sales.

Stocks bounced back from a lower open Tuesday after a surprisingly sharp jump in pending-home sales.

Futures suggested stock would retreat Tuesday after a milestone session on Monday that sent the S&P over 1,000 for the first time since November.