(These are the market notes on today's action by Mike Santoli, CNBC's Senior Markets Commentator. See today's video update from Mike above.) A new quarter but the same old routine in the markets: A mixed but resilient tape pushing the benchmark index to new highs through persistent momentum in core AI plays, retail-trader favorites and opportunistic rotation into a laggard sector. After bumping up against the 6700 level twice last week, the S & P 500 has poked above it for now. Tesla , Apple and Nvidia added to recent gains, while the lifting of some regulatory threats has driven a sudden buying panic in pharmaceutical and other healthcare names. Eli Lilly was the top upside contributor to the S & P on the day with a near-9% pop. Healthcare was clearly deeply out of favor and spring-loaded

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