Markets retreated on Monday as geopolitical tensions in the Middle East drove up oil prices and bond yields, further pressuring investor sentiment already weighed down by inflation concerns and uncertainty ahead of Federal Reserve updates. Within the broader technology sector, capital flows remained robust despite market volatility, headlined by Nvidia's plan to invest up to $105 billion in OpenAI-linked data centers and Anthropic reporting an annual revenue run rate of $65 billion. Corporate shifts also included a 4% decline in L3Harris stock following the departure of CEO Chris Kubasik over unspecified conduct, and significant institutional activity, such as Jane Street’s disclosure of nearly $1 billion in Bitcoin ETF holdings. Meanwhile, the macro environment highlighted the strain of sanctions and defense spending, with Latvia requesting 7 billion euros from the European Union to compensate for lost trade and surging security costs, while Belgium battled its largest wildfire on record near the German border. On the health front, a study published in the Journal of the American Medical Association noted that most U.S. adults lack immunity to hepatitis A or B, prompting calls for more systematic vaccination strategies.