AI and chips slipped today, I just watched

S&P 500 dropped 0.86% and the Nasdaq fell 1.20% today — cloud and staples held up fine, but AI and chip names really buckled, and that's what dragged the Nasdaq down harder. Exports, jobs, the currency, commodities all look fine, so this felt more like tech fatigue than a real economic scare. I'm not holding anything right now, so today I just watched from the sidelines.