The Dow is up roughly 0.3%, versus a fall of 3.11% for the Nasdaq. If it holds, the Dow's 3.41 percentage point outperformance would be its strongest versus the Nasdaq since Nov. 9, 2020, according to Dow Jones Market Data, when the blue-chip gauge outpaced the tech-heavy index by 4.47 percentage points.

Wall Street’s superstars tumbled Monday as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve been feasting on.

A major tech stock sell-off ensued Monday as the debut of DeepSeek rattled investors. Nvidia, Alphabet, and Microsoft were among the biggest losers.