Nvidia (NVDA) earnings failed to ignite tech, signaling a rotation into the equal-weight S&P 500 (RSP). With inflation sticky and labor data on deck, focus is shifting from AI growth to broader economic risks and Fed policy.

Dozens of data centers abruptly dropped off the grid, forcing operators to take emergency action.

In early trading volatility spiked, risk assets sold off, spreads widened, bond yields fell and the US dollar rallied, but a lot of that unwound later in the day.

Gold prices surged as U.S.-Iran conflict drives investors toward safe-havens, eyeing a retest of $5,600 all-time highs.