NVIDIA Nears 6 Trillion While Bonds Quietly Scream

The S&P has now joined the Nasdaq at record highs, and Tim Knight says it is officially the bulls' market to lose, they've got the baton and there's no reason they shouldn't keep running. But the picture underneath is stark: this is a very, very bifurcated market where a tiny handful of multi-trillion-dollar tech names are holding up everything, and the reason they can is AI. The Dow and the small-cap Russell are nowhere near their highs, thousands of points below in the Dow's case. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 Precious metals try to diverge 01:20 A long-term inflection point 03:06 The S&P joins the record highs 03:20 The bulls have the baton 04:00 The Dow and small caps lag badly 04:40 A very bifurcated market 04:50 One sector holds up everything 06:00 AMD and the backorder story 06:40 NVIDIA nears 6 trillion 07:30 The bonds nobody's watching 08:30 14% of the budget is interest #tastylive #timknight #tradingcharts #nvidia #aibubble #marketbreadth #semiconductors #bonds #technicalanalysis #stockmarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.