U.S. stocks rebounded last Friday, but the real pressure in the market still lies in long-term interest rates and AI capital expenditures. Tonight, the details of sanctions on Iran will be announced by Besant, with oil and gold waiting for the other shoe to drop. Meanwhile, NVIDIA servers are rumored to see a price hike of over 15% next year, making the cost of AI infrastructure increasingly expensive. Funds are also showing clear divergence: semiconductors are generally weak, but Tesla surged over 5%, and crypto-related stocks strengthened in sync. This week, NVIDIA's earnings report and the Jackson Hole Symposium are coming up back-to-back. It's time for the market to reprice AI and interest rates.