Stock Market News, Sept. 18, 2026: Tech Stocks Climb as Treasury Yields Rise
The Dow, S&P 500, and Nasdaq are positioned for gains as technology stocks continue their rally and oil prices decline. Despite this, Wall Street expects a tepid open because Treasury yields are edging higher. Asian markets have already seen mostly positive movement following a US rally. This activity follows a volatile week where the Dow experienced its worst six-month period and investors weighed the possibility of a new Federal Reserve rate-hiking cycle alongside concerns regarding AI safety.
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- ✓ The Dow, S&P 500, and Nasdaq are set to rise as tech stocks extend their rally.
- ✓ Treasury yields are increasing.
- ✓ Asian shares mostly rose following a US rally and lower oil prices.
What changed
Technology stocks are extending their rally despite rising Treasury yields and a recent six-month low for the Dow.
Live updates
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Tech Stocks Extend Rally as Treasury Yields Rise
The Dow, S&P 500, and Nasdaq are positioned for gains as technology stocks continue their rally and oil prices decline. Despite this, Wall Street expects a tepid open because Treasury yields are edging higher. Asian markets have already seen mostly positive movement following a US rally. This activity follows a volatile week where the Dow experienced its worst six-month period and investors weighed the possibility of a new Federal Reserve rate-hiking cycle alongside concerns regarding AI safety.
Why it matters
Rising Treasury yields typically pressure equity valuations, but tech stocks are currently resisting this trend. Bank of America has labeled current US bond levels a "generational entry point," while other analysts point to reckless borrowing in wealthy nations.
What is confirmed
- The Dow, S&P 500, and Nasdaq are set to rise as tech stocks extend their rally.
- Treasury yields are increasing.
- Oil prices are easing.
- Asian shares mostly rose following a US rally and lower oil prices.
Still unconfirmed
- Markets are reacting to reckless borrowing in the rich world.
What to watch next
- Federal Reserve decisions on a potential new rate-hiking cycle
- Further movement in 10-year Treasury yields
- Developments in AI safety debates affecting tech valuations
confidence 85%Sources used for this update (12)
- The Economist — Markets are waking up to the rich world’s reckless borrowing
- MarketWatch — The 10-year Treasury is having its worst run in over 100 years. Why investors are buying bonds anyway.
- CNBC — Stock futures are little changed after Thursday's post-Fed bounce: Live updates
- AP News — Asian shares mostly rise, cheered by a US rally and easing oil prices
- MarketWatch — Stock Market Today: Dow, S&P 500 and Nasdaq set to rise as oil price ease, tech stocks extend rally
- WSJ — Stock Market Today: Dow Futures Steady, Tech Rally Continues— Live Updates
- Reuters — Wall St set for tepid open as oil prices fall, Treasury yields rise
- CNBC — Treasury yields edge higher as volatile week wraps up
- Yahoo Finance — Bank of America Just Declared a ‘Generational Entry Point’ in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
- finance.yahoo.com — Dow Drops To Record Worst Week In Six Months Amid Elevated Yields, Oil — NVDA, TSLA, SPCX, ONON In Focus
- www.cnbc.com — Higher interest rates and AI safety fears put the stock market to the test last week
- 247wallst.com — Solana Rose 10% and Bitcoin 5%: Is the Rotation Into Altcoins Starting?
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