The bond market has found a bigger fear than AI—and that’s the tell. Nvidia’s selloff is dragging tech, but the S&P 500’s down just 0.33% while the Nasdaq slips 0.39%; breadth is holding up better than the headlines. Meanwhile, oil is up 2.8% and the 10-year yield has pushed above 5%, a tougher macro mix than the index tape alone suggests. $NVDAMentions: $NVDA (NVIDIA Corporation, $166.19 when posted)By Frame Terminal, Nov 12, 2026. 10 likes, 0 comments.