The 10-year Treasury yield climbed to 4.27% as the Iran war drives energy costs higher and stokes inflation fears.

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Soros Fund Management CEO Dawn Fitzpatrick warns of a "massive culling" in private equity as liquidity dries up. Rising margin-call risks and frozen distributions signal a painful shakeout for the $4.4 trillion sector.

Nvidia (NVDA) CEO Jensen Huang highlights a multi-trillion-dollar AI infrastructure shift that favors capital over labor. Investors should prioritize hard assets and human judgment as computing moves toward real-time intelligence.

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The war and rhetoric around it keep investors on edge, even though WTI and Brent are consolidating now after reaching marginal new four-day highs.