Markets ended mixed as investors brace for a volatile week driven by major earnings, Fed minutes, and Nvidia’s AI report. Rate-cut odds are falling, pressuring stocks and bonds.

The moves followed a choppy week in which valuation fears, a rotation within the market and a recalibration of Fed rate cut expectations pressured the AI trade.

Markets ended mixed as investors brace for a volatile week driven by major earnings, Fed minutes, and Nvidia’s AI report. Rate-cut odds are falling, pressuring stocks and bonds.