Bond yields broke 5 percent to test everyone's nerve, but capital kept flowing right into our memory tech setups

Evening brief: Bond yields broke 5 percent to test everyone's nerve, but capital kept flowing right into our memory tech setups

Published Sep 20, 2026, 8:01 PM EDT

10-Year Yields Break 5% Post-Fed

Hawkish Fed comments pushed 10-year Treasury yields above 5%, keeping market sentiment firmly in Fear at 29 ahead of Monday's open.

Coinbase Surges 11.7% on Crypto Surge

Coinbase jumped 11.66% as Bitcoin held above $80,000, defying bond market pressure and driving renewed risk-on volume across trading platforms.

SNDK Rallies 11.0% in Memory Surge

SNDK vaulted 10.99% as buyers rushed back into semiconductor and memory infrastructure names, leading Friday's tech outperformance.

Qualcomm Drops 5.8% on Tech Rotation

Qualcomm fell 5.82% as capital rotated into memory and equipment makers, making it a rare decliner in an otherwise strong chip sector.

Watch S&P 7,650 and 5% Bond Yields

Watch whether the S&P 500 can hold resistance at 7,650 this week as traders test if 5% Treasury yields stall the tech-led rebound.

Stocks in this edition: TLT, MU, COIN

Upcoming earnings

• MU — Wed, Sep 30, 2026, after the close
• PEP — Thu, Oct 8, 2026, before the open
• UNH — Tue, Oct 13, 2026, before the open
• C — Tue, Oct 13, 2026, time not announced
• GS — Tue, Oct 13, 2026, before the open
• JNJ — Tue, Oct 13, 2026, time not announced

The day's lineup changes

No lineup changes this day.