Individual investors pouring $2B into assets related to Nvidia (NASDAQ:NVDA) indicates institutional investors drove the tech-sector rout at the start of the week, global equity strategists at J.P. Morgan said.

Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, VandaTrack said.

Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter, who emphasized that conversations are in very early stages as the new team works through policy priorities.