US markets today: Dow, S&P 500 and Nasdaq rise as oil, inflation and Hormuz tensions keep investors cautious

US markets today: Dow, S&P 500 and Nasdaq rise as oil, inflation and Hormuz tensions keep investors cautious

Nvidia +2% on $500B AI infrastructure deal lifted S&P 500 +0.1%, Nasdaq +0.3%. Geopolitical risk and inflation data kept markets cautious. For tech leaders: strong AI capex momentum, but macro headwinds—Hormuz tensions, weak jobs, oil volatility—demand conservative spending plans.