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Chips came back — but oil ran the show. Semiconductors bounced after last week's rout, and by midday the market was up. Then a fresh oil spike pulled stocks lower, and the Dow fell. The tell was in the bond market: instead of fleeing to safety, investors are demanding higher rates to protect against inflation (the 30-year yield crossed 5%, gas hit $4). Also: AMC posted the best quarter in its 106-year history (+27%), and Domino's gave us info on the consumer. Big week — Alphabet and Tesla report tomorrow. AMC micron #stockmarket #financetok #stocks #marketupdate #investing