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The Nasdaq 100 climbed 0.5% to a record 30,661, led by Nvidia's new PC-processor launch and a 32% surge in Marvell.

The AI-capex narrative remains the single dominant market force, pulling capital out of crypto and into chips.

Watch for any wobble in semis leadership; 30,000 is now the first line of support.

Nvidia eased 0.7% to $222.82, pausing even as its new PC-processor launch lit a fire under the wider chip complex, with Marvell up 32%.

Even on a down day, Nvidia's product cadence is setting the AI-capex narrative that is driving the entire market.

$230 resistance sits near the 52-week high; $215 is first support.