The article is a market-rotation headline citing NVDA’s intraday rise (~2%) tied to macro sentiment (yields/oil) rather than company-specific fundamentals.
Investors rotate into tech stocks as inflation concerns ease: AlphaCheck Grace O'Donnell · Editor, Special Projects Tue, August 25, 2026 at 3:52 PM GMT+2 1 min read CL=F NVDA SNDK MRVL INTC Good morning. Stocks began trading on a more upbeat note on Tuesday as falling oil prices and Treasury yields lifted sentiment, helping markets shake off concerns about US tensions with Iran and Canada. Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data .
Tech ( XLK ) stocks bounced back after posting losses on Monday, showing broad strength across semiconductor, software, and hardware stocks. Nvidia ( NVDA ) stock rose by about 2%, putting shares on track to end a seven-day losing streak if today's gains hold. Investors fled Consumer Staples ( XLP ) names, reversing Monday's trading pattern.
As Treasury yields and oil prices pull back, and inflation jitters subside for now, it's creating a rotation into growth and technology plays. Here are some notable stocks that Yahoo Finance readers are viewing this morning: Sandisk ( SNDK ), Marvell ( MRVL ), Intel ( INTC ), SK Hynix ( SKHY ), AMD ( AMD ), Bloom Energy ( BE ), and Lam Research ( LRCX ).
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