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Tech-Led Selloff Knocks S&P 500 and Nasdaq Below 50-Day Ahead of Nvidia and Jobs Report

Fading rate-cut odds are prompting a reassessment of pricey tech leaders.

Overview

  • U.S. indexes fell sharply, with the S&P 500 and Nasdaq closing under their 50-day moving averages for the first time since late April and the Dow dropping about 1.2%.
  • Nvidia reports Wednesday in what many view as a key test of the AI trade, and its shares slipped nearly 2% ahead of the results.
  • The shutdown-delayed U.S. September jobs report arrives Thursday, with CME FedWatch now showing roughly a 40%–46% chance of a December rate cut versus over 90% a month ago.
  • Bitcoin slid to roughly $91,000–$92,000, erasing its gains for the year and pressuring crypto-exposed shares.
  • Asian markets tracked the U.S. lower, with Tokyo and Seoul down more than 3%, even as Korea’s earlier rally expanded its 10 trillion won large-cap roster to 61 firms.