Stocks fell Monday morning as a change to U.S. export policy hit semiconductor stocks. The Nasdaq Composite fell 0.84%, hitting a new two-year low, weighed down by a slump in semiconductor stocks such as Marvell Technology and Applied Materials, which both shed more than 5%. The S&P 500 also fell, dragged down by semi stocks and dips in major tech names Apple and Microsoft. New monthly Producer Price Index data comes Wednesday,Consumer Price Index data comes Thursday and retail sales will be released Friday. Still, the Dow, S&P 500 and Nasdaq had the first positive week in the last four.

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