The trader works on the New York Stock Exchange floor during a morning trading in New York City on September 17, 2025.
Michael M. Santiago | Getty Images
S&P 500 Rose on Monday saw the artificial intelligence trade lose steam as Wall Street regained its footing a week later.
The broad market index rose 0.3% Nasdaq Composite 0.5% altitude. Dow Jones Industrial Average It rose 76 points or 0.2%.
AI Chip Darling nvidia It rose after skepticism around AI trade and put pressure on the broader stock market last week. Some traders even questioned whether there was enough energy between Nvidia and Openai to strengthen their infrastructure plans. Nvidia was 2% higher in the end. Like other AI stocks Advanced Micro Devices and Micron Technology Over 1% and 4% have been added, respectively.
Stocks Electronic Arts It bouncing 4% after the video game company announced it would become private in a $55 billion deal. According to Goldman Sachs, the announced US mergers and announced mergers and acquisitions have increased 29% this year from a year ago.
Last week, US stocks fell into the enthusiasm surrounding the artificial intelligence build-out as a crack appeared in key pillars of the Bull Market Rally. The S&P 500 saw its worst performance each week since August 1st. The Nasdaq recorded its weakest week since early August, with the Dow recording its first loss in three weeks.
However, Benkrishna, head of US equity strategy at Barclays, said capital expenditures in the AI industry still boost the market.
“The AI Capex story shows no signs of slowing down. Additionally, other industries also benefit from the tide wave of AI infrastructure spending,” he said in a memo on Monday. “Concentration requires some attention, but with AI gaining momentum as a global growth focus, the S&P 500 needs to be well positioned given its high-tech sector mix.”
With funding deadlines coming this week, all eyes are monitoring the possibility of federal closures. The Labor Bureau said it would not release data including the September non-farm salary report, which is scheduled for release on Friday, if the shutdown is not avoided. Additionally, President Donald Trump told NBC News over the weekend that mass shootings of federal workers could occur if they were shut down.
“We're going to cut down a lot of people who can cut permanently,” the president said.
While government closures have historically had little impact on the market, sentiment could be hit if delays were delayed regarding the release of key economic data that muddied the outlook for interest rates for the Federal Reserve could be hit.
The market is ready for a modest profit for September. The S&P 500 rose 3% this month, while the Dow rose 1%. The high-tech NASDAQ was an outperformer at 5% of the meetings.
