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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.

The S&P 500 notched another record close at 7,610, up 0.1%, as a powerful chip rally outweighed an oil spike and the crypto rout.

AI is doing the heavy lifting and breadth is narrow, with semiconductors carrying the index higher.

Sustaining records needs follow-through from mega-cap tech; Friday's NFP print is the next macro test.