Checked out the US stock market today, and it feels like the vibe suddenly cooled down. It’s not that any specific company is in trouble—it’s the external factors that shifted first. The Middle East is heating up again, oil prices are climbing, and now everyone’s worried about inflation. As soon as US Treasury yields ticked up, the market started speculating whether the Fed will hike rates this month. At times like this, tech stocks are usually the first to get sold off. NVIDIA and AMD, which were pretty hot not long ago, are looking a bit sluggish today. With rising interest rates, people are re-evaluating whether these high-valuation companies are still worth it. Apple seems relatively stable—having a new CEO in place is providing some support. The rest of the market is more scattered. This September kickoff feels like it’s setting the tone. Let’s see how things play out this week.