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Federal Reserve building with bond market data, illustrating falling oil prices and rising Treasury yields in August 2026

Falling Oil Prices Are Supposed to Cut Yields. Yields Just Hit a 20-Month High.

Falling oil prices normally drag bond yields down. This time the 10-year hit a 20-month high instead. Here is what that divergence means for your money.

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Close-up of an advanced AI accelerator chip, representing Nvidia data-centre GPU demand and customer concentration

Nvidia Reports Wednesday. The Number That Matters Isn’t Revenue.

Nvidia customer concentration hit 61% – four customers, each over 10% of revenue. They’re funding purchases with debt. That’s the number to read Wednesday, not revenue.

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Stock market trading screens showing index concentration in the S&P 500

Index Fund Concentration Just Hit a Record. Wednesday Is the Stress Test.

Index fund concentration hit a record 39.5%. One company is 7.55% of your S&P 500 fund — and it reports Wednesday. What that actually means for your portfolio.

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