Mumbai, Nov. 4 -- The Dow fell by 226.19 points (0.5%) to 47,336.68, but the S&P 500 rose 11.77 points (0.2%) to 6,851.97 and the Nasdaq climbed 109.77 points (0.5%) to 23,834.72.

Amazon's stock kept the momentum going after sealing a massive $38 billion deal with OpenAI, letting AWS power the AI leader's heavy-duty workloads. The partnership fueled optimism across the tech sector, with Nvidia also getting a 2.2% lift after Microsoft secured licenses to ship its chips to the UAE.

Meanwhile, the Dow took a hit as Merck slid over 4%, joined by Nike, 3M and Chevron in the red. With traders cautious ahead of Wednesday's ADP jobs data-and key reports stalled by the government shutdown-attention turned to the ISM's manufacturing update, which...