The article lists five stocks that may face pressure as interest rates rise, following the Federal Reserve's first rate increase in three years in September, with the 10-year Treasury yield already at its highest level in more than two decades. Boeing (BA), with a market value of $151.9 billion, carries about $26 billion in debt and is operating in the red this fiscal year, and its shares have fallen by double digits in 2026 partly because of its production challenges. Carnival (CCL), valued at $36.9 billion, has roughly $25 billion in debt, including $2.5 billion maturing in 2027 and $4 billion in 2028, and its shares are down about 25% from their February highs as elevated fuel prices raise operating costs. Crown Castle (CCI), a telecom infrastructure REIT valued at $33.5 billion, is described as stable but slow-growing, with its debt load and the large capital needed to maintain its network flagged as concerns as rates rise. Data is as of October 21.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on kiplinger.com ↗
Keywords
interest ratesbondsFedBoeingCarnival
Open a keyword to see other news on the same topic.
Related tickers and likely impact
DXY
▲ Likely positiveRelevance: low
| Market | Currencies |
|---|---|
| Close on 10/22/2026 | 101.62 |
| Change that session | -0.07% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/22/2026 | 763.96 |
| Change that session | -1.18% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- We're buying more of a beaten-up stock before another overhang is lifted
Jim Cramer's Charitable Trust bought 35 more Boeing shares at roughly $191.16, bringing its holding to 620 shares and lifting its portfolio weighting to 3% from 2.8%. The purchase used some proceeds from a TJX Companies trim earlier Monday. Reuters reported on Friday that the FAA could approve Boeing's 737 Max 10 as soon as this week; the article says certification would reduce uncertainty over delays, since about one-third of the 737 Max backlog reportedly covers this variant, with deliveries likely starting in 2027. The stock is still about 20% below its Aug. 5 close, which the article mainly attributes to rising oil prices and interest rates.
- Cruise Stocks Rally While Energy Shares Slip: Norwegian, Royal Caribbean and Carnival Rise 3%
Norwegian Cruise Line Holdings, Royal Caribbean and Carnival shares each rose about 3% in afternoon trading, to $15.70, $289.20 and $27.17, while the Energy Select Sector SPDR ETF (XLE) slipped 0.2% to $67.67 and the S&P 500 ETF (SPY) gained 0.3% to $768.82. The article ties the group's move to shared exposure to travel demand and operating costs, noting that fuel is one of cruise lines' largest expenses, so energy prices feed directly into costs. Carnival's Q3 FY2026 results, released on September 29, gave a positive read on demand, with CEO Josh Weinstein saying booking volumes were meaningfully ahead of last year and far outpacing capacity growth. Norwegian, the smallest of the three and the most indebted relative to its size, may be more sensitive to demand or financing swings, and its upcoming quarterly report will show whether results support the rally.
- Carnival Just Surged 17% in a Month: Take Profits, or Buy More?
Carnival (NYSE:CCL) shares are up 17% to $26.42 over the past month after the company reported Q3 2026 results in late September and said bookings for 2027 had reached record levels. Because Carnival sells cabins well ahead of sailing, these bookings offer an early read on revenue not yet recognized. Over the same month, Royal Caribbean Group (RCL) rose 10% to $279.58, Norwegian Cruise Line Holdings (NCLH) rose 4% to $15.31, and the SPDR S&P 500 ETF Trust (SPY) gained 1%. The article notes Carnival stock is still lower for 2026 despite the rally, and says realized 2027 pricing is the key data point that will settle the question of taking profits or holding.
- The bond market just sent home buyers an unexpected signal
Brent crude near $112 a barrel on Oct. 22 would normally push bond yields up, yet Treasuries rallied as stocks fell, as traders cut bets on a Federal Reserve hike, with the odds of an October hike at about 5% and a December hike at roughly 75%. Fed officials including Governor Christopher Waller have signaled the central bank could wait, while the five-year breakeven rate stayed at about 2.4% a year, unchanged from before the war. Mortgage rates eased, with the 30-year fixed rate falling to 7.32% from 7.40% per Freddie Mac, after seven straight weeks of increases. Pending home sales fell 7.3% in September to a record low, and Fannie Mae now projects the 30-year rate averaging 7.4% in the fourth quarter, up from 6.8% a month earlier. Buyers may gain some negotiating room, but a rate buydown lowers the rate, not the purchase price.
- Affirm Lost Walmart to Klarna in 2025. Now It Has Sam's Club. Here's What Moves the Stock Before November 5
Affirm signed an exclusive, multi-year deal on October 22 to become Sam's Club's pay-over-time provider, and the stock closed down 1.51% at $72.40 that day. The deal comes about 19 months after Klarna replaced Affirm as Walmart's installment partner, though terms were not disclosed. Affirm's Sam's Club service will go live on SamsClub.com in the coming weeks and in clubs in 2027, so the September quarter will not include it. The article links recent weakness to rate fears: September consumer prices rose 3.7% from a year earlier, the 10-year Treasury yield closed at 5.19%, and Affirm fell more than 11.5% at one point. Goldman Sachs cut its target to $103 from $115 on October 13 while keeping a Buy rating, and the Street mean sat near $99 ahead of fiscal first-quarter results due November 5 and a Fed decision on October 28.
- Why Bonds Stumbled and Stocks ( Mostly ) Stood Strong in Q3 , and What Lies Ahead for Investors
Bonds fell broadly in the third quarter of 2026 as inflation worries, government deficit concerns and the Federal Reserve's September rate hike pushed yields higher, while US stocks gained about 1%. The Fed raised its federal-funds target rate by 0.25 percentage points in September, its first hike since 2023, and the ECB, Bank of Japan and Reserve Bank of Australia each raised rates by 25 basis points. Morningstar says the 10-year real yield rose to 2.93%, driving most of the increase, while the 10-year breakeven inflation rate ended September at 2.36%, suggesting investors are not bracing for runaway inflation. Mortgage rates passed 7.25% and municipal bonds had their worst month since 2008. In 2026 through September, US stocks gained about 12%, energy rose nearly 40%, utilities and industrials fell about 12%, and small-caps lost 5.6%.
Related markets
Latest news
- SK Hynix third-quarter profit sharply beats estimates on AI memory boost
SK Hynix's third-quarter results sharply beat estimates, with revenue of 104.62 trillion won ($78.86 billion) and operating profit of 83.33 trillion won, compared with LSEG SmartEstimates expectations of 98.34 trillion won and 76.72 trillion won. From a year earlier, revenue rose 327.9% and operating profit climbed 632.1%; from the previous quarter, revenue increased 31.9% and operating profit surged 37.6%. As a key supplier of high-bandwidth memory chips to Nvidia, the company is one of the biggest beneficiaries of the global AI infrastructure buildout. In August, it announced plans to repurchase and cancel 40 trillion won worth of its shares and raised its shareholder return target to more than 50% of cumulative free cash flow for 2025 to 2027. Last week, its U.S. subsidiary Solidigm halted its review of pre-IPO fundraising and IPO options, citing market volatility and share price trends.
- Boeing's Backlog Grew to $745 Billion. The Question Remains How Fast It Can Fulfill It
Boeing reported an adjusted loss of $0.34 per share, worse than the $0.21 loss Wall Street expected, although revenue of nearly $24.2 billion beat the $23.84 billion forecast. Its total order backlog hit a record $745 billion at the end of September, including over 6,300 commercial airplanes and up about $30 billion from the prior quarter. However, CEO Robert Kelly Ortberg said the 737 Max has not yet reached its stability rate of 47 per month and may not be fully stable at that rate until next year, pushing the target of 52 per month to the second half of 2027, and the stock fell nearly 10.7% on Oct. 27. The 737 Max 10 recently received FAA certification and has over 1,500 orders, while the U.S. Navy selected Boeing for a $20 billion contract to build its sixth-generation fighter aircraft. Ortberg expects free cash flow of about $2 billion this year and $10 billion by 2029, below the $12.5 billion Wall Street consensus had modeled for 2029 before the report.
- $10,000 Invested in Eli Lilly 5 Years Ago Would Be Worth This Much Today
According to the article, a $10,000 investment in Eli Lilly five years ago would be worth about $54,477 today, reflecting a 40.36% average annual return including dividend reinvestment. The same amount invested in an ETF that tracks the S&P 500 would be worth $17,940. Eli Lilly became the first healthcare company to reach a $1 trillion market cap and is a leader in the fast-growing GLP-1 market, with strong sales growth for its key medicines and a deep pipeline. The author does not expect average annual returns of about 40% to continue through 2031, but says the healthcare leader still appears well positioned to beat the broader equity market.
- Small Cap watch: Nova Minerals clears antimony permits and gold explorers gear up
Nova Minerals (ASX:NVA, NYSE-A:NVA) received final Alaska Department of Natural Resources approvals for its antimony project, targeting production in 2027, with Phase 1 fully funded by its US$43.4 million Department of War award. Novo Resources (TSX:NVO, ASX:NVO) has secured the approvals to begin an approximately 2,700-metre reverse circulation drilling program at its Tibooburra Gold Project in New South Wales, starting in November. Janus Electric (ASX:JNS) secured a strategic equity investment of about A$2 million from Electrovaya, which builds on an existing battery supply agreement. Pilbara Gold (ASX:PGL) reported drilling showing mineralised banded iron formation continues below its current resource at Mt York. archTIS (ASX:AR9) extended A$4 million of its A$8 million Commonwealth Bank facilities to April 30, 2027, from October 30, 2026.
- Why Archer Aviation Stock Took Flight on Tuesday
Archer Aviation (ACHR) shares rose sharply on Tuesday morning, reaching as much as 9.6% higher and closing up 7.4%. The move followed reports that Cathie Wood, CEO of Ark Investment Management, had been buying the stock, with ARK funds adding more than 1 million shares worth nearly $4.6 million at Monday's closing price. Last week, Archer announced plans to set up air taxi networks across Houston, Dallas-Fort Worth and Austin using its all-electric Midnight aircraft. The company still needs sign-off from the Federal Aviation Administration (FAA), which is in its final stages, and won't generate revenue from this business until approval is granted. The article also notes the stock has shed nearly 63% of its value over the past year, and the company will likely remain unprofitable for the foreseeable future.
- USA Rare Earth Just Broke Ground on a $1.2 Billion Magnet Complex. Here's Why It Matters.
USA Rare Earth (USAR) has started building a $1.2 billion rare-earth metal and magnet facility in Blacksburg, South Carolina, expected to span roughly 800,000 square feet. The project moves the company closer to being a vertically integrated producer, following expansion of its Texas mining site and its acquisition of Brazil-based miner Serra Verde. The article notes China dominates rare-earth mining and processing, and that these materials are vital for missile defense, sensors and electric vehicles, making domestic supply increasingly important for the U.S. The company is positioned with the U.S. government as its core customer, and comprehensive sourcing can reduce supply-chain complexity and the number of vendors agencies must rely on. If the refining plants run efficiently, the article says the company could sell materials and magnets at higher margins than outsourcing processing to third parties.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.