The broader market saw muted performance today, with the S&P 500 largely flat and the Nasdaq 100 slightly higher, primarily driven by a significant divergence within the technology sector. Software names, including Palantir and Zscaler, faced considerable pressure following updates from Anthropic that highlighted increasing AI disruption risks. Conversely, semiconductor giants like Nvidia, Broadcom, and Arm Holdings rallied, benefiting from the ongoing AI infrastructure buildout and investor enthusiasm. Elsewhere, Consumer Staples and Health Care were the day's worst-performing sectors, both down over 1%, as reports of Americans cutting back on spending due to rising prices weighed on companies such as McCormick & Co and Eli Lilly. Finally, small-cap stocks continued their recent underperformance, with the Russell 2000 officially entering correction territory.