The stock market is facing a triple threat to start the week, but there's reason to hope it can overcome all three of its nemeses.
Oil prices and bond yields are putting stocks under pressure, while artificial-intelligence safety fears are also back.
Brent crude prices have jumped around 4% back above $100 a barrel after the U.S. and Iran failed to broker a deal to end the war in the Middle East. Bond yields were rising in step.
But significantly, President Donald Trump said Sunday that negotiations will carry on-a breakthrough this week would be a big boost for stocks.
AI safety is a concern again after OpenAI said it has halted the training of its latest models. But the drops in Sandisk, Micron, Marvell and other tech stocks are less severe than when the AI giants called for a global slowdown two weeks ago. AI stocks overcame that scare, too.
You can subscribe to the Barron's Daily newsletter here.
📈 Here's what's happening in markets today:
Stock futures drop as Iran stalemate drives up oil prices.
Intel, Sandisk, Chevron, Boeing, and more stocks that explain today's market.
Meta stock drops again. What happened to its Muse boost?
OpenAI pause rocks the market but Trump can ride to the rescue.
Nvidia stock could get a China boost-it has nothing to do with Trump-Xi talks.
Micron stock sinks on AI safety fears, higher yields. Watch this instead.
Sandisk, Marvell and other AI stocks fall. Blame OpenAI.
Roblox downgrade suggests earnings rally could be 'overly optimistic.'
Nike stock is at rock bottom. It can double from here, analyst says.
Kodiak Sciences stock pops after eye-disease drugs pass key trial.
🎙? Be sure to tune in to today's Barron's Live
Join Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Avi Salzman today at noon when they talk with Adam Rozencwajg, co-founder and managing partner at Goehring & Rozencwajg, about the prospects for oil, gas, copper, gold, and other natural resources, and where to invest now. Sign up here.
🔬 Stock picks to play the biotech bull market: Roundtable
Innovation in biotechnology is improving patient outcomes, boosting the industry's prospects and long-suffering biotech shares. Large pharmaceutical companies have been striking licensing deals with smaller biotechs and scooping up whole companies to rebuild pipelines. Read what the Barron's Roundtable had to say.
🏦 The 'Buffett of bonds' shares some advice for investors
Loomis Sayles vice chairman Dan Fuss, known as the "Buffett of Bonds," had a marked degree of caution on the outlook for fixed-income investing when Barron's caught up with him right before the bond market tumult last week. He says to avoid long-term bonds for these reasons.
🚀 Why this latest test of SpaceX's massive rocket is different
SpaceX's fully reusable Starship rocket, which could reshape the global economy, is slated to launch again this morning. It's the 14th test of the largest rocket ever built, and if all goes as planned, it will be the first time Starship goes into orbit around the Earth. Why this test is different.
📅 Put it on your calendar
Every Monday morning Barron's publishes a rundown of what's coming up for investors in the week ahead. Don't miss out on earnings reports, inflation data, and anything that could move the markets. On the agenda:
The latest inflation reading on Wednesday
Micron Technology's earnings
Friday's jobs report for September
🎃 Halloween sales could set record, but there's more to it
Consumers are expected to spend $13.5 billion on Halloween this year, up from a record $13.1 billion in 2025, according to a National Retail Federation survey. But bargain-hunting and discount chains like Walmart and Dollar General could dominate the holiday. Read more here.
📰 Don't miss out on our other newsletters
Review & Preview : Snapping the Streak
View From the Circle : 5 Stocks That Will Benefit From Meta's Muse
Energy Insider : Why Suncor's 50% Rally May Not Be Over
🍶 Consumer brands bringing paper bottles to store shelves
Paper bottles are coming to store shelves, offering beverage and cosmetics companies a nonplastic alternative amid new laws directing brands to embrace more sustainable packaging. Especially in Europe, big brands like Diageo, PepsiCo, Unilever, and L'Oreal are all collaborating on the concept. Read more about it here.
💬 Quote of the day:
Other headlines moving markets:
This chart shows why 7% mortgage rates hurt so much.
Is it the end of the world as we know it?
Vail Resorts and 3 more stocks see activist investor moves.
What China really wants from the U.S., according to Kevin Rudd.
Small stocks are struggling. The case for going even smaller.
Why Humana could be the winner in the next Medicare star ratings.
Cleveland Fed president warns inflation is pushing budgets to brink.
Bloom Energy's latest stock move has a lot to do with Oracle.
How Meta's Muse saved the market while savaging these stocks.
5 tips to help young adults avoid the dreaded 'failure to launch.'
Quantum is an $850 billion dream. Microsoft and Amazon are betting big.
Solar and wind stocks are sinking. Blame high interest rates.
-Edited by Liz Moyer, Stacy Ozol, and Rupert Steiner
Comments