Since July 5th, 2021, there is a change in the pattern of new Confirmed covid cases in the US, because of the delta variant. From a statistical point of view, there is a significant negative correlation between the Nasdaq composite and the number of covid cases in the US, in the past month.
The difference is : 49% of the population are fully vaccinated and 56% received at least one dose! However, we can not deny the fact that could be a trigger for a correction in the markets!