Record Highs for Small Caps as Wall Street Braces for Nvidia’s "AI Debt" Catalyst

Wall Street kicks off the final week of August with the major indices drifting sideways, but beneath the surface, a major rotational shift is taking place. In this episode, we break down:The Big Rotation: The small-cap Russell 2000 ($RUT) surges 0.34% to a fresh record close of 3,078.84, signaling broader market participation beyond mega-cap tech.The Waiting Game: The S&P 500 (7,783.35) and Nasdaq Composite (26,724.71) trade sideways ahead of Wednesday's high-stakes Nvidia ($NVDA) earnings report.Fixed Income & Commodities: The 10-year Treasury yield eases to 4.70% as buyback liquidity operations begin, while Brent Crude slumps 2.3% to $90.54.Overnight Watchlist: Critical macro developments to monitor for the Asian open, including secondary US sanctions hitting the Iranian Rial, Hurricane Lala's path toward Gulf Coast energy infrastructure, and the DTCC's transition to continuous 24/5 equity trading.Tighten your stops, manage your risk, and join us for the data that matters.Disclaimer: The information provided in this podcast, including but not limited to Bulls, Bears and the Bell and its associated post-market research briefs, is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. All market data, asset evaluations, yields, and commodity pricing (such as S&P 500 levels, 10-Year Treasury yields, Brent Crude movements, and currency fluctuations) are based on historical post-market data and are subject to change without notice.Past performance is not indicative of future results. Investing in financial markets involves substantial risk, including the loss of principal. Listeners must conduct their own independent research, assess their personal risk tolerance, and consult a licensed financial advisor before making any investment decisions. The creators of this podcast make no representations regarding the accuracy, completeness, or timeliness of the data provided.