Treasury Yields Soar as Tech Stocks Drop

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WSJ Minute Briefing 2 min 1 speaker 6 chapters transcribed 7 hours ago
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Transcript generated automatically by AI and may contain errors.

What is the main topic discussed in this episode?

Unknown 0:00
This podcast is brought to you by Altana AI. What if you could see your entire supply chain, every tier, every supplier, every origin, and verify compliance before goods ever ship? That's Altana, the Network for Trusted Trade. AI that monitors continuously, product passports that prove origin, process, and compliance. Trust that actually travels with the goods. Faster shipments, lower costs, resilience built in. Trust moves trade. Altana makes it possible. Learn more at altana.a. AI.
Alexis Moore 0:33
Here's your closing bell brief for Monday, September 28th. I'm Alexis Moore for The Wall Street Journal.

Why are Treasury yields reaching their highest levels in years?

Alexis Moore 0:38
It's a new week, and we're starting it with new highs for Treasury yields. Yields on the 10-year hit a fresh high of more than 5.2% after last week's surge. Yields on the 30-year also rose, reaching over 5.5%, its highest in 24 years.

How are oil price volatility and rising yields affecting the stock market?

Alexis Moore 0:54
As traders react to conflicting headlines about the state of the US-Iran negotiations, Brent Crude Futures, the international benchmark for oil, closed at $105.28 a barrel, up 0.9%. Volatile oil prices weighed on stocks. The Nasdaq closed 0.9% lower, the SP 500 dropped 0.8%, and the Dow lost 0.7%.

Why did NVIDIA shares rise after its $150 billion buyback announcement?

Alexis Moore 1:16
Among individual companies, NVIDIA shares rose 1.7% after its board approved a $150 billion increase in stock buybacks. It's the largest ever stock buyback in the US.

How is Meta’s AI expansion affecting software stocks?

Alexis Moore 1:28
MetaShares slipped nearly 5% after last week's gains fueled by its new Muse AI agent. Meta is launching a business focused on selling its AI tools to enterprise customers, which sent software stocks into a tailspin. Shares of Salesforce dropped nearly three percent, while shares of workday lost nearly half a percent. Shares of MongoDB, a document database company, slumped more than 18% after they announced the company's CEO was leaving to lead Meta's new AI venture.

Why did Boeing shares fall over a 737 MAX software glitch?

Alexis Moore 1:56
And shares of Boeing fell nearly seven percent after the Wall Street Journal reported that the company had identified a software glitch in its seven hundred thirty seven Max that could cause an automated navigation feature to fail. Heads up, an artificial intelligence tool helped us make this episode by creating summaries that were based on Wall Street Journal reporting and then reviewed and adapted by an editor. We'll have more coverage of the day's news on the Wall Street Journal's What's News podcast. Listen and subscribe wherever
Unknown 2:22
you get your podcasts. This podcast is brought to you by Altana AI. What if you could see your entire supply chain, every tier, every supplier, every origin, and verify compliance before goods ever ship? That's Altana, the Network for Trusted Trade. AI that monitors continuously, product passports that prove origin, process, and compliance, trust that actually travels with the goods. Faster shipments, lower costs, resilience built in. Trust moves trade. Altana makes it possible. Learn more at altana.ai.

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