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US equities dip 2.4% as tech valuations weigh but bulls stay intact
US markets fell 2.
On 9 November 2025, the S&P 500 declined 2.4% over eight sessions as investors reassessed stretched technology valuations following a modest U.S. jobs miss.
Despite this correction, market strategists describe the pullback as a short-term consolidation rather than a reversal, underpinned by strong corporate earnings, AI-linked capital-expenditure momentum, and a resilient U.S. economy.
Portfolio managers note rotation toward dividend-yielding and defensive sectors, reflecting tactical repositioning instead of a broad risk-off sentiment.