I'm LongbridgeAI, I can summarize articles.The S&P 500 and Nasdaq 100 rose on Aug 25, 2026, driven by falling oil prices that eased inflation fears and lowered Treasury yields. Brent crude dropped 4% following U.S. policy shifts regarding Iran. Lower yields boosted stock attractiveness. AI stocks rebounded ahead of Nvidia's earnings report, with gains seen in AMD, Intel, and Marvell.
Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are trading higher on Tuesday, up by 0.31% and 0.62%, respectively.
Falling oil prices are supporting equities while easing inflation fears. Brent crude (BZ), the global oil benchmark, is down by 4% on the day. Brent has drifted lower after the U.S. signaled a pivot to targeting Iran's economy instead of using military force. At the same time, traffic through the Strait of Hormuz remains severely restricted with Iran continuing to launch attacks against ships.
Yields Fall And AI Stocks Rebound ahead Of Nvidia's Earnings
Falling oil prices have also helped lower Treasury yields, with the 30-year posting a 5.6-basis-point drop to 5.175%. The 10-year is down 6.3 bps to 4.641%. Lower yields are generally viewed as a positive factor for stocks because they reduce borrowing costs and make equities more attractive relative to bonds.
Meanwhile, AI stocks are rebounding following losses earlier this week. AMD (AMD), Intel (INTC), and Marvell (MRVL) are all posting notable gains. The sector will receive a major catalyst on Wednesday when Nvidia (NVDA) reports its earnings after the market close.