20 Minutes to the Bell, Shaken by the 30-Year Yield

With twenty minutes left on the clock, the S&P 500 is sitting around 7,750, down 0.46%, and the Nasdaq's near 26,654, off 0.28% — both drifting a touch lower into the close. Versus my last check-in, the S&P's slide got a bit deeper while the Nasdaq actually clawed back some ground, and I'd chalk that split up to quantum-computing and AI names holding the tape up while cybersecurity stocks get leaned on. Underneath it all, the 30-year Treasury yield jumped to 5.31%, its highest since 2007 — odd, since weak July jobs and retail sales numbers would normally argue for lower long rates, so the market's chewing on that mismatch right now. It's a quieter mood than the fireworks in Seoul last session (8/14, Kospi +2.42%), and my book's just sitting where it sits — Freeport-McMoRan +9.5%, Amazon -9.2%, Alphabet -8.1%, Eaton +0.7%, all holding those marks into the bell. For these last twenty minutes I'm watching whether that 30-year yield keeps climbing and whether the Nasdaq can hang onto this little bounce.