0824 | Semis Drag Stocks; Nvidia's Yellow Light; Yields Fall; Trump's 50% Auto Tariff Jan 1 2027

Stocks closed lower Monday as semiconductor weakness dragged the S&P 500 and Nasdaq ahead of a heavy week, with Nvidia's earnings, inflation data, and the Jackson Hole symposium all set to set the tone. Nvidia's charts flash a yellow light into its report, while the company says its Groq racks will come online this year. Treasury yields dipped on reports that Bessent could tap the near $1 trillion General Account to fund bond buybacks, though Wall Street firms, prediction markets, and Citadel Se Timeline: 00:00:00 Opening 00:00:18 Stocks close lower as chip weakness sets the tone 00:01:04 Nvidia earnings: charts flash a yellow light into the AI trade's biggest test 00:01:52 Treasury buybacks and the fight over long-term yields 00:02:50 Trump's 50% Canada auto tariff threat sends steel stocks higher 00:03:30 Anti-Iran sanctions plan signals China is not exempt as oil slips 00:03:57 Bitcoin breaks its range in the biggest three-day rally since 2023 View episode details → https://bri.so/show/episode/01a035c9-decb-702c-993d-89009a9f3677 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].