US markets were mixed on Monday. The NVIDIA Corporation-led tech rally helped the S&P 500 climb 0.4%, nearing its record high, and the Nasdaq Composite rose 0.9%. Meanwhile the Dow Jones Industrial Average slipped 34 points (0.1%) amid broader sector weakness. The focus remains on AI-driven stocks even as many non-tech names lag. Analysts say strong earnings in technology are offsetting cautious sentiment in industrials and financials, while investors await key economic data later this week.