 Retreated from a record as investors rotated out of the big technology winners of the year. The catalyst for the move was the lowest consumer price index reading in more than three years, which sent rates lower and investors into small caps and housing-related shares. The S&P 500 fell 0.9%, retreating from a record it touched earlier in the session. The Nasdaq pulled back 1.95% after also hitting a new record earlier in the trading day.