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Tech Drags Wall Street Lower as Nasdaq Slides Nearly 2%

S&P 500
7,499
-0.77%
Dow
52,117
-0.25%
Nasdaq
25,836
-1.90%
Gold
$4,009
Biggest Gainer
V+2.52%
Visa surged 2.52% to $357.75 as investors rotated into defensive financials and payment networks amid the broader tech selloff.
Biggest Loser
NVDA-3.52%
Nvidia fell 3.52% to $203.53 as profit-taking and renewed concerns over AI chip demand valuations weighed heavily on the semiconductor giant.

Wall Street kicked off the new week on a sour note Monday, with all major indices closing in the red as a sharp rotation out of technology names pressured the broader market. The Nasdaq led the declines, shedding 1.90% to close at 25,836.16, while the S&P 500 slipped 0.77% to 7,499.19 — a notable dip below the psychologically significant 7,500 level.

The Dow Jones Industrial Average held up comparatively better, falling just 0.25% to 52,116.58, buoyed in part by strength in financial names. The Russell 2000 small-cap index declined 0.85% to 2,923.06, signaling that the risk-off tone extended well beyond mega-cap tech.

Nvidia was the session's most visible casualty, dropping 3.52% to $203.53, dragging the semiconductor and AI trade lower with it. The move reflected a broader reassessment of stretched valuations in the AI infrastructure space that has dominated market narratives for months.

Gold continued to assert itself as a safe-haven destination, holding above $4,009.06 per ounce — a level that underscores persistent macro uncertainty. Visa stood out as a rare bright spot, climbing 2.52% to $357.75 as investors sought shelter in steady, cash-flow-generating businesses outside the tech complex.

What to Watch Next
Watch whether the Nasdaq can stabilize around the 25,800 level and whether Nvidia finds a floor — a continued slide in semiconductors could pressure the S&P 500 further below 7,500. Tuesday's trading will also reveal whether Monday's rotation into financials like Visa has legs or was merely a one-day flight to safety.

Why the Market Moved

Main Driver
Nasdaq dominated today's session, pushing the S&P 500 lower by 0.77%.
Risk Level

Key Takeaways

  • S&P 500 fell 0.8% to 7,499.19 while the Dow dropped 0.3%
  • V led gainers at +2.5% — Visa surged 2.52% to $357.75 as investors rotated into defensive financials and payment networks amid the broader tech selloff.
  • NVDA was the biggest loser at -3.5% — Nvidia fell 3.52% to $203.53 as profit-taking and renewed concerns over AI chip demand valuations weighed heavily on the semiconductor giant.
NasdaqNvidiaVisaTech SelloffGoldMarket Rotation
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