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Nvidia Lines Up $500 Billion for AI — and the Stock Fell Anyway

Nvidia assembled a $500 billion AI war chest with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR — and the stock fell anyway. Crude surged 5% to $82 on stalled Strait of Hormuz talks, driving the 10-year above 4.7% and flipping September Fed odds toward a hike. Bitcoin failed at $65,000 for a fourth straight day while gold pushed to $4,357. Here's the one variable driving all of it — and why Wednesday's CPI decides what happens next.

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Oil Climbs a Third Session, Gold Nears $4,400 and Silver Clears $64 as Markets Brace for CPI

Oil climbed for a third straight session after Iran ruled out direct talks with Washington, pushing gold toward $4,400 and silver past $64. Meanwhile the S&P 500 closed at a record 7,757 and Nasdaq futures led again overnight. Capital is hedging Wednesday's inflation print two contradictory ways at once — here's what that rotation is telling you.

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Stocks Hit a Record High After America Lost 23,000 Jobs — Here's What the Market Is Actually Pricing In

America lost 23,000 jobs in July, and the S&P 500 closed at a record 7,757 anyway. Atlassian jumped 35%, gold ripped to a 7-week high near $4,400, and a weekend headline out of the Strait of Hormuz could reprice oil Monday. Here's why every one of those moves is the same trade wearing a different ticker — and what Wednesday's CPI report puts at risk.

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Oil Cracks Below $80, Gold Jumps, and Korea Loses 5% Overnight — Plus a $400 Billion Pharma Merger

Oil cracked below $80 after President Trump called off a planned strike on Iran, sending crude down 6% and lifting gold to $4,100. South Korea's Kospi lost 5.13% overnight while U.S. futures pointed higher, and AstraZeneca and Bristol Myers Squibb reportedly held talks on a $400 billion combination. Crypto sat the rally out entirely. Here's what's driving the rotation and what to watch this week.

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Amazon Surges 15% While Apple Loses $475 Billion — Treasury Yields Hit 2007 Highs

Friday's session split Big Tech wide open: Amazon gained roughly 15% on its fastest AWS growth in 18 quarters, while Apple erased about $475 billion in market value on soft September guidance. Behind it all, the 30-year Treasury yield climbed to 5.25% — the highest since 2007 — as futures began pricing a possible September rate hike. Here's the full breakdown of the rotation, from record Kospi gains to record-low Bitcoin fund inflows.

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