Yields "Going Up For Right Reason," AI Leads Markets at Breadth's Expense

By Schwab Network

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The 10-year Treasury yield "is going up for the right reason," says Nathan Peterson (@CharlesSchwab). He explains how reaction to the latest PMI composite sent the 10-year to levels not seen since July 2007. In equities, Nate says "tech is back" but at the expense of market breadth. It's a double-edged sword after Nvidia (NVDA), AMD Inc. (AMD), and Broadcom (AVGO) earnings all signaled price increases and supply constraints. Nate looks ahead to the final quarter of 2026 and gauges if a year-end rally is in the cards. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/