Nvidia and other AI-linked stocks lead a broad market retreat. Plus: Caterpillar says it expects to take a bigger hit from tariffs. And we report Kraft Heinz is closing in on a plan to break itself up. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.