Nvidia hit a record while Treasury yields hit a 24-year high, and that combination is not supposed to last. Nvidia rose about 2% Monday, lifting its market value to roughly $5.76 trillion, and the Nasdaq closed at a record.

Here's the contradiction: the 10-year Treasury yield touched about 5.35%, its highest since 2002, even as traders cut the odds of an October Fed hike after Friday's weak jobs report. Higher long-term yields usually make expensive growth stocks harder to justify.

For now, AI optimism is winning. The real test is earnings season next week. If AI profits keep delivering, this rally has support. If not, these yields become harder to ignore.

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