The major US stock indices finished the session mixed, with the Dow industrial average and the Russell 2000 posting solid gains, while the S&P 500 ended nearly unchanged and the technology-heavy indices closed lower. The split in performance highlighted a session in which investors favored more cyclical and smaller-cap names over the largest technology companies.

The Dow industrial average rose 263.03 points, or 0.51%, to 52,215.23.

The S&P 500 edged up 1.20 points, or 0.02%, to 7,413.17.

The Russell 2000 gained 18.04 points, or 0.62%, to 2,948.03.

The Nasdaq Composite fell 43.74 points, or 0.18%, to 24,932.08.

The Nasdaq 100 declined 89.13 points, or 0.32%, to 28,039.21.

The closing figures pointed to a rotation away from large-cap technology stocks and toward blue-chip and small-cap shares.

Semiconductor and AI-related stocks were among the day’s biggest losers Monday, as investors locked in gains after a strong run and rotated out of some of the sector’s highest-multiple names. That made the session especially important for market breadth, since the day’s leadership came from areas outside the year’s dominant technology trade.

Major decliners included:

SanDisk (SNDK): -$158.33 (-11.02%)

Lite-On Technology (LITE): -$51.03 (-6.69%)

ASM International (ASML): -$101.83 (-5.80%)

AMD: -$27.00 (-5.17%)

NVIDIA: -$10.33 (-4.99%)

Lam Research (LRCX): -$13.60 (-4.46%)

Coherent (COHR): -$11.08 (-3.92%)

Applied Materials (AMAT): -$19.36 (-3.61%)

KLA Corp. (KLAC): -$7.16 (-3.40%)

Albemarle (ALAB): -$9.06 (-3.11%)

Marvell Technology (MRVL): -$5.06 (-2.61%)

The selling was broad-based and extended across AI chip designers, semiconductor equipment makers, optical networking companies, and memory-related names. With several major technology companies still due to report earnings this week, investors appeared to reduce risk ahead of results, increasing pressure on companies to deliver not only strong earnings but also upbeat guidance to support elevated valuations. The next few trading sessions will help show whether Monday’s weakness was limited to profit-taking or reflected a broader reset in sentiment toward the AI and semiconductor complex.

In the Dow, buying was concentrated in several components, with industrials, financials, consumer staples, and technology shares leading the advance as investors moved into select blue-chip names.

Salesforce (CRM): +$9.89 (+6.04%)

3M (MMM): +$5.60 (+3.24%)

Sherwin-Williams (SHW): +$9.76 (+3.07%)

American Express (AXP): +$9.22 (+2.83%)

Coca-Cola (KO): +$1.85 (+2.25%)

On the downside, NVIDIA led the weakness, while energy, industrial, financial, and healthcare stocks also ended lower, limiting broader gains in the Dow.

NVIDIA (NVDA): -$10.33 (-4.99%)

Chevron (CVX): -$4.79 (-2.46%)

Caterpillar (CAT): -$15.61 (-1.76%)

Goldman Sachs (GS): -$13.40 (-1.26%)

UnitedHealth (UNH): -$3.10 (-0.74%)