NVDA Drops, PLTR Soars & The 10Y Yield "Pain Trade" Alert

About this episode

The episode discusses the trade setup for the Thursday open, highlighting key stocks and market indicators.

Here is the trade setup for the Thursday open. 🚀 Stocks to Watch: • $NVDA: Blackwell timeline shifts • $PLTR: $800M DoD expansion • $CRWD: Falcon 2026 adoption beat • $CEG: Nuclear power PPA rumors • $AAPL: iBot robotics leaks. 📉 Key Levels: • S&P 500 (/ES): 6,145 Line in the Sand • Nasdaq 100 (/NQ): 21,250 Must-Hold. 🔔 Watch the 10:30 AM Treasury auction. Higher yields are triggering the Institutional Pain Trade—keep stops tight.

Topics covered

• stock market
• investing news
• trade setup
• yields
• stocks to watch

Keywords

• NVDA
• PLTR
• 10Y yield
• S&P 500
• Nasdaq 100
• Treasury auction
• Institutional Pain Trade

Mentioned in this episode

Organizations: Blackwell, PLTR, DoD, CRWD, Falcon 2026, CEG, AAPL

More episodes of Bulls, Bears, & The Bell: Daily Stock Market & Investing News

• Pre-Market Macro Report: May 7, 2026 | Fed Dissents & Jobless Claims · May 7, 2026 · 3 min
• The Pre-Market Briefing May 6th · May 6, 2026 · 3 min
• S&P 500 Hits Record Highs: Quantum Advantage & The $700B AI Capex Surge (May 5, 2026) · May 5, 2026 · 3 min
• $102 Oil Shock & PCE Alert: ADBE, OXY, and the 5,925 Pivot · March 13, 2026 · 18 min
• Why the S&P 500 Faded the CPI Rally: The 'Tech Island' Trap · March 11, 2026 · 11 min
• CPI Alert: Oracle’s 84% Surge & The Wednesday Market Pivot · March 11, 2026 · 13 min