By Purvi Agarwal and Niket Nishant
Publication Date: 2026-08-25 14:08:00
Aug. 25, 2026, 10:08 a.m. ET
Wall Street’s main indexes rose on Tuesday, as technology stocks recovered from a selloff ahead of AI heavyweight Nvidia’s results and an inflation report key to shaping interest rate expectations.
The gains could ease investor concerns sparked by a recent bond market rout that has pushed yields higher and pressured equities. They could also help set the tone before September, a historically weaker month for stocks.
“The market’s going to be more volatile but it’s still early in the AI story,” said Geoff Strotman, head of Segal Marco Advisors’ Alpha Investment Research Group.
“There’s some concern about valuations but the run that we’ve had in equities is not unjustified because earnings are strong.”
The durability of that earnings-driven rally could be put to test again this week after Nvidia’s NVDA.O results on Wednesday. Any signs of slowing growth could reignite concerns over stretched valuations and how far the AI-fueled rally can extend.
Markets have grown increasingly wary of cyclical spending in the sector and the methods hyperscalers are using to fund their AI buildouts.
Tech stocks recover
Most megacaps were trading higher, with Nvidia NVDA.O and Meta META.O gaining 1.4% and 0.9%, respectively.
Chipmakers Intel INTC.O and Micron MU.O added 3.1% and 3.9%, respectively. Data-storage company Western Digital WDC.O rose 3.7%.
Advanced Micro Devices AMD.O rose 3.4% after Raymond James upgraded the stock.
Dick’s Sporting Goods DKS.N cratered 22.6%…
