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NVDA closes slightly lower following earnings
Stocks close slightly higher on Iran agreement hopes
Oil still $97, with US10YY 4.59%
The day after NVDA’s earnings ended up being relatively quiet for t...
Oil slips to $98 on Iran hope, yields pull back with it
Stocks rally, led by tech and consumer discretionary
Semis reversed past few days of selling to rip into NVDA
NVDA isn’t moving a ton yet foll...
Treasury yields at multi-year highs
Oil just shy of $105
NVDA reports tomorrow after the close
Similar conditions again for equities today, with rising yields and higher oil keeping the major indice...
Equities close lower, but well off lows.
AI trade cools into NVDA, with STX, MU, SNDK etc lower again today.
Oil was as high as $105 but sank into equity close as new US strikes delayed.
Yields were...
It’s been an extraordinary run for equities off the Iran conflict lows, with semis and AI-adjacent names powering the SMH and NDX into a parabolic move higher. Last week marked the SPX’s seventh straight weekly gain, bu...
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