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US crude settled at $92.37 (down $3.71) and Brent at $96.24, dragging the 10-year yield to 4.959% and clearing room for a 2.83% Nasdaq 100 rally led by Meta and chip names.
The Nasdaq 100 jumped 1.73% to 29,447 and 10-year Treasury yields fell to near 4.95% as traders re-read the Fed's quarter-point hike to 3.75%-4% as inflation-fighting resolve.
The first rate rise since July 2023 lifts the target range to 3.75%-4.00%, yet Chair Warsh calling money still too cheap sent the Dow down 630 points and the 10-year yield above 5% for the first time since 2007.
The S&P 500 fell 0.45% to 7,585 and a $13bn 20-year bond auction cleared poorly, with a roughly 93%-priced Fed quarter-point hike due Wednesday afternoon.
An AI-linked basket fell 4.16% while the S&P 500 stripped of AI names rose 0.45%, as the S&P 500 closed down 0.47% at 7,621 and the 10-year Treasury yield briefly touched 5%
WTI crude settled at $102.48 after Houthi forces neared control of the Bab al-Mandeb Strait, pushing the 10-year Treasury yield to 4.957% and the S&P 500 down 0.58% to 7,592.
Brent settled at $101.21 after US strikes on Iranian tankers, the 10-year yield rose to 4.833% despite a Treasury buyback, and the S&P 500 slipped 0.45% to 7,639.
The S&P 500 slipped 0.58% to 7,674 as the semiconductor index rose 1.3% while online-commerce names fell 5-8%; money markets now price roughly 60% odds of a Fed rate hike on 16 September.
The S&P 500 rose 1.06% to 7,748 after Governor Christopher Waller said he could support a September hold if August inflation keeps improving, cutting rate-hike odds from about 70% to roughly even.
After three days of selling, stocks turned up as the New York Fed president said rates are 'in a good place'; weak August jobs data and oil at $91 reinforced the shift
US crude settled $4.46 higher at $90.22 and Brent cleared $94 after US-Iran military exchanges, while the S&P 500 fell 0.71% and gold and bitcoin sold off as Treasury yields climbed
Brent settled up $2.39 at $90.49 following US strikes in the Strait of Hormuz; the S&P 500 slipped 0.33% to 7,686 and 10-year Treasury yields hit their highest since January 2025 at 4.758%.
The Nasdaq 100 rose 1.43% to 29,842 on a narrow, tech-only rally, with software up roughly 5% on standout reports from Okta, Salesforce and CrowdStrike, even as the July goods trade deficit widened to $118.8 billion.
Nvidia posted $96.2bn revenue and rose over 4% after hours, while a warm PCE reading left the S&P 500 flat at 7,676 and pushed yields higher
The S&P 500 rose 0.30% to 7,676 and the Nasdaq 100 gained 0.64% to 29,209 with barely a third of stocks higher, while WTI settled $2.65 lower at $82.36 as traders read Middle East headlines as a step back from war.
