Stock market today: Nasdaq, Nvidia post record highs as tech strength outshines bond weakness

US stocks gained on Monday as investors digested rising bond yields, eurozone economic uncertainty, and the upcoming earnings season, starting a relatively quiet week.The Dow Jones Industrial Average (^DJI) added 0.2%. The S&P 500 (^GSPC) rose 0.7%. The tech-heavy Nasdaq Composite (^IXIC) also posted a new record, gaining 1%. AI chip heavyweight Nvidia (NVDA) also hit an all-time high. The 10-year Treasury yield (^TNX) rose 3 basis points to 5.31%, hovering near its highest levels since 2002, but stocks extended a Friday rally on pared-back Fed rate-hike bets.Monday marked a light day on the earnings and economic calendars, with the latest readings from S&P Global and the Institute of Supply Management's purchasing managers' indexes highlighting the day's releases.The ISM services index showed activity expanded, albeit at a slower pace, in September to 54.9 from 55.4 in August, while its prices index signaled fresh cost pressure, climbing to 74 from 72.6 over the same period. Later this week, attention will turn to the quarterly results of Levi Strauss & Co. (LEVI), Applied Digital (APLD), PepsiCo (PEP), and Delta Air Lines (DAL) before the Q3 earnings season kicks off in earnest in mid-October. The market has remained remarkably resilient amid recent turmoil in the bond market and the ongoing war in the Middle East. Brent crude oil futures (BZ=F) above $100 per barrel have put investors on edge, with some strategists seeing plenty of reasons for a pullback, while others see more room for a rally to run.