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“In response to the outcry over the high cost of gas and diesel, President Donald Trump has pulled several policy levers in recent weeks aimed at pushing down prices.”

““At the stock level, AI infrastructure stocks are expected to drive more than half of S&P 500 EPS growth in Q3,” said analysts at Goldman Sachs on Friday.”

“General Assembly, driving down oil prices and giving some optimism to markets about potentially ending the Iran war, now in its seventh month.”

“While inflation isn’t the only driver of higher yields — borrowing for AI investments has added pressure to the run-up — it is a major one, said Padhraic Garvey, regional head of research for the Americas and managing director at ING Financial Markets.”