Nvidia Beat by $4 Billion. Guided $6 Billion Above Consensus. The Stock Rose 4%. After Two Weeks of Beat-and-Sell, That Is the Signal.
Oil Fell 5%. Yields Dropped for Two Days. Nvidia Snapped a Seven-Day Losing Streak. The Market Cleared the Runway.
Bessent Launched the Largest Sanctions Offensive in History. A Tanker Was Struck in Hormuz. Oil Fell.
