The old week ended with a new record for the S&P 500, helped by falling yields as rate hike odds dropped on a weak jobs report. Yields and oil, along with Iran, remain watchwords.

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

Stocks are mixed to start the week as a lack of progress on an Iran deal is lifting oil prices and Treasury yields, thereby dampening investor sentiment.

Crude oil futures (/CL) moved higher Friday as traders continued to monitor escalating tensions in the Middle East and potential risks to regional energy infrastructure.

With CPI and PCE on tap for this week, Schwab's Kevin Gordon focuses on the impact of inflation on small businesses in the U.S. in his look at the Week Ahead.

All the major stock indices, sans the Nasdaq, hit fresh all-time highs this week. A continued flow of strong earnings report, coupled with anticipation of an Iran ceasefire deal, helped fuel the move.

What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.

With the July payrolls report due tomorrow, investors eye weekly jobless claims, watch for Middle East developments, and mull memory chip results after the rally slowed.