Stocks Settle Mixed as AI Angst Offsets Easing Geopolitical Tensions

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Summary · why it matters

U.S. stocks settled mixed on Monday as a sell-off in chipmakers and AI-infrastructure stocks offset easing geopolitical tensions. The S&P 500 edged up 0.02%, the Dow Jones Industrial Average rose 0.51% to a one-week high, while the Nasdaq 100 fell 0.32% to a two-and-a-half-month low. Crude oil prices plunged more than 7% after the U.S. and Iran refrained from attacks for a third straight day, pushing the 10-year Treasury yield down 3.6 basis points to 4.641%. However, semiconductor and AI-related stocks retreated sharply, with the iShares Semiconductor ETF falling over 2% and Nvidia dropping more than 4%, while software stocks rallied, led by Atlassian up over 10% and Workday up over 9%.

Impact on assets 51

Industrials▲ · 11 stocks
Artificial Intelligence▲ · 7 stocks
Energy▲ · 7 stocks
Cloud & Digital Infrastructure▲ · 6 stocks
Semiconductors▲ · 5 stocks
Energy Transition & Power Demand▲ · 3 stocks
Consumer Discretionary▲ · 3 stocks
Biotech & Genomic Medicine▲ · 2 stocks
Quantum Computing▲ · 2 stocks
Carbon Removal (DAC)▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Space Economy▲ · 1 stocks
Others▲ · 2 stocks
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