Stocks fell Friday after a report showed higher-than-expected inflation and as Wall Street continues to fret over AI-related disruption.

This Vanguard ETF is built around industry leaders like Nvidia, Apple, and Microsoft.

Dow falls more than 500 points; Paramount wins bidding war for Warner Discovery

Major averages fell Monday on renewed AI disruption concerns. President Donald Trump's threat to hike global tariffs to 15% and tensions between the U.S. and Iran also kept traders on edge. A global 10% U.S. tariff took effect Tuesday. The three major averages finished higher on Tuesday.

Two months in, the best-performing sectors for 2026 are energy (up 23.2% year to date), materials (up 17.7%), consumer staples (up 15.5%), and industrials (up 14%). Information technology as a whole is down about 2.5% this year so far.

This upward trajectory toward the $330 mark is primarily fueled by Adobe's aggressive integration of generative AI across its Creative Cloud and Experience Cloud suites.

Microsoft’s stock is trading at a rare discount to Alphabet’s, as the ‘Magnificent Seven’ reshuffle intensifies.

Nvidia was up 2.2% ahead of its earnings report, which is scheduled to be released after the bell along with results from software giant Salesforce and Snowflake. Nvidia's report comes at a time when investors are recalibrating lofty tech stock valuations and growing skeptical on hyperscalers' high AI capital expenditures.