Send a text

Nvidia Nerves 👩🏻‍💻 Nvidia whipped markets around on AI headlines, yields climbed, oil firmed on Iran tension, and private-credit names took a hit as investors reassessed “AI winners” and “AI losers.

Highlights From Last Week:

• 🤖 Nvidia and AI chip headlines drove sharp intraday swings despite modest index moves.
• 📈 Treasury yields climbed as tech briefly lifted the tape midweek.
• 🛢️ Oil edged higher on U.S.–Iran jitters while risk pockets (private credit) cooled.

Support the show