Stocks Mixed as Tech Gains Offset Dow Decline; Yields Rise

Nasdaq advanced on AI infrastructure deals while Dow fell 0.86% and Treasury yields climbed to 5.30%.

Money365.Market AI1 min readFear & Greed: 62 (Greed)

Where the market closed

S&P 500
7,651.54
▼ -0.25%
NASDAQ Composite
26,861.06
▲ +0.24%
DOW Jones
50,906.05
▼ -0.86%
Russell 2000
2,796.87
▼ -0.39%
FTSE 100
10,606.00
▼ -0.29%
VIX
16.56
▲ +3.24%
10Y Treasury Yield
5.30%
▲ +4 bps
Dollar Index
101.498
▲ +0.12%
EUR/USD
1.1328
▼ -0.17%
GBP/USD
1.3261
▲ +0.24%

Index levels, yields and exchange rates at the US close. Source: market data via Yahoo Finance. New to index investing? See our complete S&P 500 guide.

What moved the market

Equity markets diverged as technology stocks advanced on renewed AI infrastructure spending—including Amazon's $1 billion Synopsys deal and HPE's $1.2 billion contract with Vultr—while consumer staples and industrials declined, sending the Dow down 0.86%. Treasury yields rose to 5.30% from 5.25%, adding pressure to rate-sensitive sectors.

The 30-second read

  • •Nasdaq rose 0.24%; Dow fell 0.86% as tech gains offset consumer weakness
  • •$AMZN signed $1B Synopsys deal; $HPE secured $1.2B Vultr AI rack contract
  • •Anthropic reported $11.6B Q2 revenue, overtaking OpenAI for first time
  • •10Y Treasury yield climbed to 5.30%; VIX ticked up 3.2% to 16.56
  • •BofA backed $CAT on AI data center demand; FTC probes OpenAI, Anthropic

Reference & disclosures

Sources & headlines

  • Sector Update: Tech Stocks Higher Late Afternoon — Yahoo
  • Sector Update: Consumer Stocks Decline Late Afternoon — Yahoo
  • Bank of America backs Caterpillar as AI labs scramble for power — Yahoo
  • Anthropic’s $11.6 Billion Quarter Just Changed How the Market Should Read the S-1 — Yahoo
  • HPE CFO discusses $1.2B deal with Vultr to deploy AMD Helios AI racks — Yahoo
  • AI spending will fuel wins for Micron, Nvidia, Intel, and other chip stocks: BofA analyst — Yahoo
  • Should Bloom Energy Stock Investors Worry About Its Record Quarter? — Yahoo
  • Retired and Worried About a Recession? Here's Your Game Plan. — Yahoo
  • Amazon Signs $1 Billion Synopsys Deal as AWS Steps Up Nvidia Challenge — Yahoo
  • FTC Reportedly Probes OpenAI and Anthropic as Trump Backs AI Self-Regulation — Yahoo

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