May 19, 2026

The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh’s installation as Fed Chair. The street’s only analyst with a ‘sell’ rating on Nvidia lays out his bear case ahead of earnings. Plus, Google unveils Gemini Spark at its annual developers’ conference.

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