See the full story in the original article.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/15/2026 | 728.00 |
| Change that session | -0.13% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/15/2026 | 771.79 |
| Change that session | +0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Sector Update: Tech Stocks Rise Late Afternoon
- 10 - Year Treasury Yield Falls 15 Basis Points as Nasdaq - 100 Slides 5 . 5 %
U.S. Treasury yields fell as tech stocks slid in the week ended Oct. 16: the 10-year par yield dropped from 5.24% to 5.09%, a 15-basis-point decline, while the Nasdaq-100 fell about 5.5%. Bloomberg linked the bond rally to commodity trading advisers cutting bearish Treasury futures positions and to investors seeking a haven, and said the joint drop in yields and the Nasdaq-100 was the first such week since the April 2025 tariff turmoil. Long-term yields had climbed for seven months on persistent inflation, a resilient economy and heavy borrowing, hitting their highest levels in more than two decades. Investment-grade companies had sold about $1.7 trillion of bonds in 2026 so far, roughly 29% more than a year earlier, with AI infrastructure borrowing intensifying competition for Treasury buyers. Rate traders still expect one Fed increase by the end of 2026 and another in 2027 ahead of the Oct. 27-28 policy meeting.
- S & P 500 , Nasdaq rise as AI stocks rebound and oil prices ease ahead of major US company earnings this week
The S&P 500 and Nasdaq Composite rose on Monday as AI-related stocks rebounded from the prior week's sharp fall, when both indexes posted their biggest weekly declines since late June. Investors had worried that higher interest rates could make funding AI infrastructure and data centers more expensive, and lower oil prices, with Brent near $108 a barrel after a 1.3% drop, added support. Chip stocks recovered, with Broadcom up 2.2%, Micron up 4.3% and the Philadelphia Semiconductor Index on track to end an eight-day losing streak. Goldman Sachs upgraded CoreWeave to “buy”, though the stock had fallen more than 25% the prior week amid concerns about its $50 billion debt load. Investors are now focused on earnings from Meta and Tesla on Wednesday and SpaceX on Tuesday.
- Crushed tech stocks bounce — plus, new doctor survey keeps us positive on Lilly
U.S. stocks rose Monday as investors bought chip stocks after last week's sell-off, and the iShares Semiconductor ETF (SOXX) was on track to snap a nine-session losing streak, its worst since May 2006. The bounce was tepid: the Nasdaq rose 1%, while CoreWeave turned negative and fell to a new low for the year below $60 per share. Oil rose about $2 to around $103 per barrel, lifting inflation worries and pushing Treasury yields higher. Bank of America raised its price target on Eli Lilly to $1,397 from $1,341 after a physician survey suggested oral GLP-1 pills and Medicare coverage are expanding the obesity drug market, with Foundayo at 27% of U.S. oral GLP-1 new starts. Lilly reports Q3 earnings on Oct. 29.
- Markets today : Wall Street AI stocks rebound , Europe falls ; ASX set to decline
AI stocks on Wall Street bounced back from last week's steep losses, lifting the S&P 500 by 0.5% and the Nasdaq by 1.1%, though most US stocks outside AI and tech were falling. Many European indexes sank more than 1% after violent weekend protests that could force governments to spend more, pushing bond yields higher, while Australia's ASX was set to fall 0.8% at the open. Nvidia rose 1.3% and CoreWeave gained 2.8% after tumbling 25.2% last week, while Cleveland-Cliffs jumped 15.8% on a bigger-than-expected quarterly profit. The 10-year Treasury yield climbed to 5.14% from 5.09%, and Brent crude rose 0.2% to $US110.12 a barrel amid uncertainty over the war with Iran.
- Markets today : Wall Street AI stocks rebound , Europe falls ; ASX set to decline
AI stocks rebounded on Wall Street to recover some of last week's steep losses, with the S&P 500 up 0.5% and the Nasdaq up 1.1%, though most US stocks outside tech were falling. Australian share futures pointed to a 0.8% fall at the ASX open, while several European indexes dropped more than 1% after weekend protests raised the prospect of higher government spending and bond market pressure. AI stocks had slumped last week over worries about expensive borrowing, and the 10-year Treasury yield, at 5.14%, had topped 5.30% earlier this month. Brent crude rose 0.2% to $110.12 a barrel, and South Korea's Kospi jumped 1.8% to recover part of its 14.5% drop from last week.
Related markets
Latest news
- Nscale in talks for $45 billion Anthropic AI deal as IPO looms
Nscale is in talks to secure a computing deal worth about $45 billion with Anthropic, according to Bloomberg News, which could strengthen the Nvidia-backed data center developer's bid for a roughly $30 billion valuation in its planned IPO. The proposed agreement would cover a second building at Nscale's Monarch campus in West Virginia, delivering 460 megawatts of capacity powered by Nvidia's Vera Rubin chips, and could be finalized within days, though terms could still change. Anthropic already has infrastructure agreements with Nscale worth as much as $44.6 billion, according to Nscale's IPO filing, and holds a right of first refusal on the campus's anticipated third building. Investors are scrutinizing AI infrastructure economics, and Nscale faces questions similar to CoreWeave's about financing, execution and converting its backlog into cash flow, since its contracts are future commitments rather than collected cash. Representatives for Nscale and Anthropic declined to comment.
- Trump says he'd meet with Putin and Xi, criticizes Zelenskyy
President Donald Trump said he would meet Russian President Vladimir Putin and Chinese President Xi Jinping to discuss ending the Ukraine war, and suggested such a meeting could happen without Zelenskyy present. He said Russia and China have done 'very little' to help Tehran, which has been accused of receiving their support in its military efforts against the U.S. Trump also criticized Zelenskyy's reaction to his decision to waive new sanctions against Russia, saying Zelenskyy 'doesn't know what he's talking about' and should have settled the war long ago. He added that 'it's time for somebody else to negotiate on behalf of Ukraine,' echoing his earlier call for Kyiv to get a new president.
- Market participants weigh in on SEC’s proposed crypto regulations
The SEC will close public comment on its “Regulation Crypto Assets” proposal, first introduced in August, on Tuesday. Over the 60-day period, the agency received about 140 comments on a proposed safe harbor that would keep token issuers from being treated as investment contracts, along with exemptions for offerings up to a set amount. The MiCA Crypto Alliance largely supported the proposed disclosure changes but asked the SEC to better define crypto-specific concepts and data structures. SkyBridge Capital founder Anthony Scaramucci also backed the rules, calling them a return to the Commission’s proper role, though he did not mention Congress’s inaction on the CLARITY Act. Some legal experts warn the rules could be overturned more easily than an act of Congress, and both the SEC and the CFTC remain understaffed at the leadership level.
- Why Lockheed Martin May Be an Underrated Stock to Buy Right Now
The article argues that Lockheed Martin (LMT) can withstand market volatility, with its stock up about 15% this year while still offering good value. In 2022, when the market fell, LMT’s total return including dividends was over 40%, compared with a negative 18% for the S&P 500, helped by its close ties to the U.S. government and strong defense spending. In the quarter ended June 28, revenue reached $20.1 billion, up 11% year over year. The stock trades at a forward P/E of about 16, below the S&P 500’s more than 19, and its dividend yields 2.6% versus the index’s roughly 1%. The company has raised its dividend for 24 consecutive years, which the article cites as a reason to hold the stock long term.
- Canadian dollar notches nearly four - week high on BoC rate hike bets
The Canadian dollar held most of its gains against the US dollar on Monday, as hawkish remarks from Bank of Canada Governor Tiff Macklem drew more attention than domestic inflation data. The loonie traded 0.3% higher at 1.4095 per US dollar, near its strongest intraday level since September 23. Macklem said the BoC expects to raise its quarterly inflation forecast significantly this month because of persistently high oil and petroleum prices. Swap market data showed about an 80% chance of a BoC rate hike on October 28, up from 30% on Friday, while the benchmark rate has stayed at 2.25% since last October. Canadian bond yields rose across the curve, with the 10-year up 11.1 basis points to 3.940%, as investors also awaited a nonbinding Alberta referendum on secession.
- Homebuilder Sentiment Drops To Lowest Level Since 2012
Builder confidence has fallen to its lowest level since 2012, according to the NAHB and Wells Fargo Housing Market Index. Rising mortgage rates and higher energy and material costs have pushed sentiment to a 14-year low, keeping many buyers on the sidelines. The headline index rose one point to 38, still well below the breakeven level of 50, with affordability cited as a top concern for both buyers and builders. Builders also face elevated land, labor and construction costs, while NAHB Chief Economist Robert Dietz pointed to global events and energy prices as headwinds. He said efforts to ease regulatory burdens could still help improve long-term housing supply.
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.