US stocks traded mostly flat with the S&P 500 and the Dow Jones edging higher, while the Nasdaq edged lower as a tech-led repricing erased early gains and left markets awaiting clearer macro direction. Heavyweights tied to the AI theme, including Broadcom (-5.3%), Oracle (-2.7%), and several semiconductor names, weighed on performance after Broadcom flagged margin pressures and Oracle delivered softer guidance, reviving concerns over the profitability and financing of large-scale AI investments. ServiceNow’s over 11% drop following reports of a sizable acquisition and a KeyBanc downgrade added to volatility in software, reinforcing pressure on richly valued growth stocks. Other mega-cap tech names also traded lower, including Apple (-1.8%), Microsoft (-0.9%), Alphabet (-0.3%), and Amazon (-1.3%). Still, select mega-caps such as Nvidia (1.1%) and Tesla (4.1%) held firm. Caution was further reinforced by the approach of a data-heavy week, including delayed US labor figures and CPI.