Santoli's Tuesday market wrap-up: Indexes tread water as majority of stocks slip

(These are the market notes on today's action by Mike Santoli, CNBC's Senior Markets Commentator. See today's video update from Mike above.) The market continues to tread water, the indexes churning below record highs while a majority of stocks slip and evidence of economic-growth concerns surface in spots. Nvidia held the S & P 500 near the flat line almost on its own, up another 2.6% after Meta 's $15 billion deal with CoreWeave for AI infrastructure services was enough to recharge the enthusiasm for the sustained demand for processing capacity. Elsewhere, though, the tape is a bit heavy, specifically in consumer cyclicals, after a soft Consumer Confidence reading that showed the jobs hard to get vs. jobs plentiful spread making another new cycle low. This came along with a generally as-