AI, chip stocks mixed as ceasefire deadline looms amid uncertain peace talks

Chip and AI-related stocks were mixed as markets reacted to geopolitical uncertainty ahead of a looming U.S.-Israel-Iran ceasefire deadline. The tech-heavy Nasdaq slipped about 0.3% while the S&P 500 gave back ground amid risk-off positioning. Rising oil — Brent and U.S. crude futures up roughly 3.9% — added pressure to equities. Within semiconductors, Nvidia dipped roughly 1%, AMD rallied nearly 3%, and smaller names such as Lattice and Arm fell, reflecting uneven sector leadership. Overall, the piece frames short-term market weakness and sector dispersion driven by geopolitical risk and commodity price moves.