NEW YORK (CNNMoney.com) -- Technology shares led a broader market decline Monday morning as investors took in news that Dell will delay filing its quarterly report and that the European Union is widening its antitrust probe of Intel.

The Nasdaq composite (down 9.50 to 2,156.29, Charts) lost around 0.5 percent in the early going. The Dow Jones industrial average (down 22.65 to 11,369.46, Charts) and the broader Standard & Poor's 500 (down 3.91 to 1,295.01, Charts) index both saw smaller declines.

Stocks rallied Friday after a choppy start to September, as investors welcomed falling oil prices and soothing comments from a Federal Reserve official regarding inflation and interest rates.

But the mood was less upbeat Monday, due to some of the morning's corporate news.

Dell (down $0.61 to $21.04, Charts) said it would delay filing its quarterly results after a Securities and Exchange Commission probe revealed possible accounting errors in prior quarters. The PC maker also said that because of these developments, it would suspend its share buyback program.

Meanwhile, Europe's regulatory arm is looking into whether Intel (down $0.13 to $19.32, Charts) encouraged Europe's largest electronics retailer not to sell computers that use chips made by its rival, Advanced Micro Devices (down $0.14 to $25.66, Charts). The probe was an extension of an ongoing investigation into Intel that began in 2001.

U.S. light crude oil for October delivery fell 94 cents to $65.31 a barrel in electronic trading.

Treasury prices were lower, with the yield on the 10-year note rising to 4.78 percent from 4.77 percent late Friday. Bond prices and yields move in opposite directions.

In currency trading, the dollar rose versus the yen and fell versus the euro.

COMEX gold for December delivery slumped $16.80 to $600.50 an ounce.

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