Yields Spike as Iran Crisis, AI Deals Swirl

Treasury yields hit multi-decade highs, war risk spreads from the Middle East to the Horn of Africa, and AI giants unveil record buybacks and megadeals.

Daily market report for Sep 29, 2026, with the industry groups and stocks behind each story.

• Regional Bank
• Homebuilders
• Canada Companies
• Alcoholic Beverages
• Buying Back Stock
• Semiconductors
• AI Software
• AI Infrastructure
• Recent IPOs
• Artificial Intelligence
• Foreign Banks
• Global Trade
• Aerospace & Defense
• Aviation
• Cruise Lines
• Travel
• Automotive
• Fiber Optics
• Telecommunications
• Crude Oil
• Oil Tankers
• Emerging Markets
• Oil & Gas
• GLP-1 Agonists
• Pharmaceuticals
• Cloud Software
• Big Data
• Gold Mining
• Precious Metals
• S&P 500
• Defense Industry
• Cybersecurity
• Enterprise Software
• China Companies
• Shipping
• TLT – 20+ Year Treasury Bond (iShares)
• JPM – JPMorgan Chase & Co
• MS – Morgan Stanley
• STZ – Constellation Brands Inc Class A
• NVDA – NVIDIA Corporation
• SMH – Semiconductor (VanEck)
• TSM – Taiwan Semiconductor Manufacturing
• AMD – Advanced Micro Devices Inc
• GOOGL – Alphabet Inc Class A
• AMZN – Amazon.com Inc
• ORCL – Oracle Corporation
• MSFT – Microsoft Corporation
• META – Meta Platforms Inc.
• UUP – US Dollar Index Bullish (Invesco DB)
• EEM – MSCI Emerging Markets (iShares)
• BA – The Boeing Company
• CCL – Carnival Corporation
• RCL – Royal Caribbean Cruises Ltd
• KMX – CarMax Inc
• CVNA – Carvana Co
• GLW – Corning Incorporated
• T – AT&T Inc.
• XOM – Exxon Mobil Corp
• VLO – Valero Energy Corporation
• FRO – Frontline Ltd
• DHI – DR Horton Inc
• KRE – Regional Banking (S&P, SPDR)
• USO – United States Oil Fund
• OXY – Occidental Petroleum Corporation
• CVX – Chevron Corp
• DAL – Delta Air Lines Inc
• NVO – Novo Nordisk A/S
• LLY – Eli Lilly and Company
• SNOW – Snowflake Inc.
• MDB – MongoDB
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• ARM – Arm Holdings plc American Depositary Shares
• SPY – S&P 500 (SPDR)
• QQQ – NASDAQ-100 (Invesco)
• ITA – U.S. Aerospace & Defense (iShares)
• WEAT – Wheat (Teucrium)
• PLTR – Palantir Technologies Inc.
• AMAT – Applied Materials Inc
• ZIM – ZIM Integrated Shipping Services Ltd