Futures mixed as tech weakness offsets Dow strength amid semiconductor sector selloff and divergent mega-cap performance.

S&P 500: 7850.50, -0.10%, hovering near 7850 support Nasdaq 100: 30675, -0.72%, testing 30600 level as chips drag Dow Jones: 52476, +0.70%, outperforming on defensive rotation

NVDA $226.32 -1.29% — caught in broader chip rout with Micron and ASML weakness — watch $225 support META $742.96 +3.38% — strong momentum extends rally — breaking above $740 resistance AMD $594.24 -2.28% — semiconductor selloff intensifies — key support at $590 AAPL $340.97 +1.29% — relative strength in mega-caps — approaching $345

Technology splits sharply with semiconductors under pressure while communication services and select mega-caps show resilience; defensive tilt benefits industrials. 📰 CATALYSTS UnitedHealth earnings beat | Pre-market | Profit outlook raise supports healthcare sector VIX spike to 15.42 | Live | Rising hedging costs signal caution Chip sector weakness | Overnight | Micron, ASML declines spread contagion

Semiconductor weakness threatens broader tech rally as AMD and NVDA test support levels. Political uncertainty rises with major midterm donor activity and census controversy ahead of November elections.

Semiconductor weakness threatens broader tech rally as AMD and NVDA test support levels. Political uncertainty rises with major midterm donor activity and census controversy ahead of November elections.