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U.S. Stocks Fall as 10-Year Yield Hits 5%; Cyber Stocks Take Profits

U.S. stocks traded lower Friday as the 10-year Treasury yield returned to 5%, while cybersecurity shares saw profit-taking. CNBC's Investing Club highlighted Wells Fargo's DuPont note and looked ahead to Costco earnings.

AI News Feed · 2026-09-19 04:42

AI industrial stocks Eaton and GE Vernova both traded higher. CNBC's Investing Club said both Club names had positive things to say at investor conferences this week. In semiconductors, Broadcom, Micron and Qnity Electronics were higher. Intel was a little lower after a 12% rally between Wednesday and Thursday pushed the stock to its highest level since early July. Nvidia was basically flat.

Cybersecurity stocks Palo Alto Networks and CrowdStrike, which were big outperformers at the start of the week due to mounting AI safety concerns, were met with profit-taking on Friday, the Club said.

DuPont drew attention after Wells Fargo published a note on Thursday maintaining its buy-equivalent overweight rating and reiterating a $166 price target. The analysts said any potential impact from the war in the Middle East "appears manageable," noting the region represents about 4% of total sales and the company is working to offset oil and gas inflation through higher pricing. Wells Fargo lowered its third-quarter EBITDA estimate by $18 million and raised its fourth-quarter estimate by $17 million, which the Club described as essentially a wash. DuPont shares have dropped about 13% since Aug. 5, a pullback similar to many other industrials. Rising oil prices and interest rates have weighed on the sector.

The CNBC Investing Club said it feels better about DuPont's ability to navigate conflict-related headwinds based on the Wells Fargo note, but it is holding off from putting more capital into the position until it starts to see progress toward a resolution in the war.

Next week brings several notable earnings reports. Within the Club portfolio, Costco reports after the closing bell on Thursday. The Club said that if recent history is a guide, Costco's earnings probably will not be a positive catalyst. Despite a usual beat on earnings, the stock has dropped on seven of the past eight earnings releases. Costco closed at a record high on May 19 and is down more than 18% since then. Shares have weakened further since late August along with other consumer stocks.

Other notable reports are due from AutoZone, KB Home, Cintas, Paychex, General Mills, Cracker Barrel and Darden Restaurants. On the economic data side, investors will watch S&P Global U.S. Manufacturing and Services PMI, weekly jobless claims, new home sales, durable goods orders, and University of Michigan consumer sentiment and one-year inflation expectations.

Editor's Summary

U.S. stocks fell Friday as the 10-year Treasury yield returned to 5%, and cybersecurity shares that had led earlier in the week saw profit-taking. Wells Fargo kept an overweight rating on DuPont with a $166 target, while CNBC's Investing Club said it would wait for progress toward a Middle East war resolution before adding to the position. Costco and several other companies are scheduled to report earnings next week.