AI stocks continue to drive market volatility as NVIDIA earnings spark debate over growth, valuations, and capital spending. Meanwhile, the bond market and yield curve are sending important signals with the 10-year Treasury yield near 4%. 

In this market briefing, David Hollander breaks down what’s happening beneath the surface of the S&P 500, why AI sentiment is split between optimism and skepticism, and what the bond market may be predicting about the economy and interest rates. 

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