The AI Hangover, Oil at $90, and Keysight’s After-Hours Surge

Geopolitics and a cooling AI trade take center stage as Wall Street pulls back for its third straight session, with the S&P 500 dropping 0.7% to 7,691.76 and the Nasdaq Composite lagging by 1.3%.In this episode, Joe and Jane break down:The Energy Surge (+1.80%): Why escalating US-Iran tensions and rejected ceasefire extensions pushed Brent Crude to $90.87 and WTI to $84.50.The AI Hangover: Valuation fears drag down tech giants, with Info Tech sliding 1.94% and chipmakers like Micron falling 7%.After-Hours Spark: The AI trade isn't dead—it's shifting. We unpack Keysight Technologies (KEYS) popping over 4% after-hours on a massive "beat and raise" driven by data center testing demand.Luxury Housing Resilience: Toll Brothers (TOL) beats earnings estimates, proving affluent buyers are still active despite broader volume cooling.Tomorrow's Catalysts: What to expect from the upcoming Fed Minutes, surging 30-year Treasury yields (hitting 4.72%), and looming Canadian import tariffs.Disclaimer: Bulls, Bears and the Bell is for informational and educational purposes only and does not constitute investment, financial, tax, or legal advice. Standard market caution is advised; past performance is not indicative of future results. Always consult with a licensed financial professional before making any investment decisions.