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CBS NEWS American Stephen Hubbard released by Russia, Steve Witkoff says Neutral MARKET WATCH Opposition to data centers will drive up inflation, says BlackRock’s Larry Fink Bearish MARKET WATCH AT&T shrugs off SpaceX fears with its own large haul of new internet subscribers Neutral MOTOR1 Rivian’s US EV Sales Surge From 10th To 2nd As R2 Arrives Strong Bullish FOX NEWS US Imprisoned American teacher Stephen Hubbard released by Russia and more top headlines Neutral BBC US US citizen Stephen Hubbard freed by Russia and 'on his way home', Trump says Neutral THE GUARDIAN US NEWS Trump hails Russia’s release of US teacher amid Witkoff’s visit – politics live Neutral YOUTUBE - YAHOO FINANCE Nvidia GTC Berlin 2026: Jensen Huang Full Keynote Neutral COINTELEGRAPH France proposes liability for crypto exchanges offering DeFi access Bearish WIRED Bud Light Boycotters Are Still Waiting for Their ‘Woke-Free’ Beer Neutral CBS NEWS Student says she was sexually assaulted at Arizona frat house Pessimistic THE GUARDIAN US NEWS Race for crucial midterms attracting vast sums of money on both sides | First Thing Neutral CNBC TOP STORIES French 10-year bond yield hits 5% for first time since 2002 amid unrest Pessimistic COINTELEGRAPH Bitcoin ‘top buyers’ halt BTC price upside with $87.7K now key: Glassnode Neutral BUSINESS INSIDER A CMO was horrified by how ChatGPT described her company. Here’s how she’s fixing it. Neutral WIRED OpenAI Invests in Startup That Uses Brain Implants to Detect Cancer Neutral NEW YORK POST BUSINESS Interest payments on America’s $40 trillion debt eats up a huge piece of the budget — as … Pessimistic COINTELEGRAPH Shinhan, SBI make Japan-Korea tourist spending a test case for yen stablecoins Pessimistic BBC BUSINESS Faisal Islam: Inflation and borrowing figures illustrate chancellor's Budget challenge Bearish COINTELEGRAPH Zcash rallies 12% as developers finalize NU7 activation height Bearish CBS NEWS American Stephen Hubbard released by Russia, Steve Witkoff says Neutral MARKET WATCH Opposition to data centers will drive up inflation, says BlackRock’s Larry Fink Bearish MARKET WATCH AT&T shrugs off SpaceX fears with its own large haul of new internet subscribers Neutral MOTOR1 Rivian’s US EV Sales Surge From 10th To 2nd As R2 Arrives Strong Bullish FOX NEWS US Imprisoned American teacher Stephen Hubbard released by Russia and more top headlines Neutral BBC US US citizen Stephen Hubbard freed by Russia and 'on his way home', Trump says Neutral THE GUARDIAN US NEWS Trump hails Russia’s release of US teacher amid Witkoff’s visit – politics live Neutral YOUTUBE - YAHOO FINANCE Nvidia GTC Berlin 2026: Jensen Huang Full Keynote Neutral COINTELEGRAPH France proposes liability for crypto exchanges offering DeFi access Bearish WIRED Bud Light Boycotters Are Still Waiting for Their ‘Woke-Free’ Beer Neutral CBS NEWS Student says she was sexually assaulted at Arizona frat house Pessimistic THE GUARDIAN US NEWS Race for crucial midterms attracting vast sums of money on both sides | First Thing Neutral CNBC TOP STORIES French 10-year bond yield hits 5% for first time since 2002 amid unrest Pessimistic COINTELEGRAPH Bitcoin ‘top buyers’ halt BTC price upside with $87.7K now key: Glassnode Neutral BUSINESS INSIDER A CMO was horrified by how ChatGPT described her company. Here’s how she’s fixing it. Neutral WIRED OpenAI Invests in Startup That Uses Brain Implants to Detect Cancer Neutral NEW YORK POST BUSINESS Interest payments on America’s $40 trillion debt eats up a huge piece of the budget — as … Pessimistic COINTELEGRAPH Shinhan, SBI make Japan-Korea tourist spending a test case for yen stablecoins Pessimistic BBC BUSINESS Faisal Islam: Inflation and borrowing figures illustrate chancellor's Budget challenge Bearish COINTELEGRAPH Zcash rallies 12% as developers finalize NU7 activation height Bearish
Market Watch · Oct 18, 2026 1:00 PM EDT MacroMarketsAI

Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs

The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes.

Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs
Image Market Watch

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