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What Role Are Higher Treasury Yields Playing in Stock Market Stress?
Rising yields, which reduce the appeal of equities relative to fixed income, put pressure on major indexes. The S&P 500 dropped after ending a six-day winning streak, while the Nasdaq recorded its first down day in three.
Key technology names like Apple and Amazon slipped alongside interest-rate sensitive sectors. UnitedHealth was the Dow’s worst performer, tumbling over 5% after a downgrade from HSBC.
Despite the pullback, the S&P 500 and Nasdaq are still up 14% and 19% respectively over the past month, as markets had rebounded from tariff-related fears. But that sharp run-up left some investors cautious, prompting calls for a consolidation phase as valuations stretched.
Which Stocks Bucked the Sell-Off and Hit New Highs?
While the broader market retreated, eight S&P 500 names hit all-time highs. Notables included Netflix, Monster Beverage, and GE Vernova. Nvidia also continued its strong momentum, pushing its market cap to $3.35 trillion—just $50 billion shy of overtaking Microsoft as the world’s most valuable company. Nvidia has surged nearly 42% in the past month, compared to Microsoft’s 27%.
Which Stocks Moved the Most Midday?
Target fell 4% after missing Q1 estimates and trimming its full-year forecast. In contrast, Toll Brothers gained 2.8% on better-than-expected earnings and revenue. Canada Goose soared 28% on strong quarterly results, though it withheld 2026 guidance. Xpeng surged over 11% after a narrower-than-expected loss and robust delivery guidance. Palo Alto Networks and Carter’s both dropped sharply on margin concerns and dividend cuts, respectively.
Market Outlook: Will Volatility Stay Elevated?
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