<div id="readability-page-1" class="page"><div><div><p><em><strong>Tl;dr</strong>:The <strong>acceleration of UST yields</strong> (to 19 year highs) briefly<strong>broke the spell of AI Capex today</strong> (there's still a lot of questions about supply) sending stocks lower (AI/Semis/Momo worst), but <strong>0-DTE traders stepped in to put some lipstick on the pig of a day</strong> after Europe closed (but stocks ended lower). <strong>Oil was up from last night's lows</strong> (but below yesterday's highs). Bitcoin bounced back from early ugliness as the <strong>dollar raced back above its 200DMA</strong> (six week highs) dragging <strong>gold lower</strong>.</em></p><p><em>Gotta keep the dream alive for one more day into NVDA earnings (or SpaceX IPO)...</em></p><h2>Oil</h2></div></div></div>

600547

GOEX

588170

<p>Stocks faced pressure from rising UST yields, hitting 19-year highs, leading to declines in AI and semiconductor sectors. However, 0-DTE traders helped stabilize the market post-Europe close, though stocks still ended lower. Oil prices increased from last night's lows, while Bitcoin recovered. The dollar rose above its 200DMA, causing gold prices to drop ahead of NVDA earnings.</p>

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ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

iShares MSCI Global Gold Miners

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Guotai CES Semiconductor Chip Industry ETF

Us Gbl GLD & Met

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ChinaAMC Guozheng Semiconductor Chip ETF

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NVIDIA

NVIDIA Corporation

Dip-Buyers Rescue Stocks (ish) From Bond Bloodbath Ahead Of NVDA Earnings; Oil Up, Gold Down