Nvidia is reportedly working with Wall Street giants on a financing push that could funnel up to $500 billion into AI infrastructure. Oil prices are climbing again as hopes for a breakthrough between the U.S. and Iran being to fade. And traders are once more trusting Japan's resolve to defend the yen as Treasury yields march higher.

Today's recommended read: Trump reopens Fed battle at critical time for bond markets by Mike Dolan ⁠

Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ newsletter,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and check out his columns on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Reuters Open Interest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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