NVIDIA is trading 3.05% lower at $221.55 as inflation above forecast lifted Treasury yields and weighed on growth and technology shares. - The September CPI report showed annual inflation of 3.7%, above the 3.6% forecast. - Semiconductors fell 2.51% and the Nasdaq 1.68%; same-day coverage linked NVIDIA’s decline to a wider selloff and investor concerns about Chinese chip competition and the sustainability and financing of AI investment. - NVIDIA’s Honeywell–Dell AI platform collaboration was positive company news, with no evidence it drove the decline.