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US stocks rise despite historic bond selloff, driven by AI optimism and easing Middle East tensions.

Market News
27 Sep 2026
Seeking Alpha
View Source
Neutral
US stocks rise despite historic bond selloff, driven by AI optimism and easing Middle East tensions.

US equity markets advanced even as bond yields hit multi-decade highs due to hawkish Fed comments and weak Treasury demand. Optimism around artificial intelligence and easing supply concerns in the Middle East supported mega-cap stocks, helping the S&P 500 stay near record highs despite narrow market breadth. Oil prices fell sharply on signs of renewed US-Iran diplomacy and Saudi pipeline restarts, while REITs declined due to higher borrowing costs but showed resilience thanks to strong fundamentals and healthier balance sheets. The market outlook remains cautious amid rising rates but buoyed by tech optimism and geopolitical easing.

Runaway Rates show mixed Real Estate stock performance on Pluang as of Sep 27, 2026 17:41 WIB. Of 26 priced US Real Estate stocks, 11 rose and 13 fell. Notable movers include EQIX at USD 1,008.08 with a -2.58% change and a typical hold time of 109 days, IRM at USD 111.38 down 2.38% with a 79-day hold, and BEKE at USD 16.33 down 2.16%, with 100% buy order activity and a 21-day hold time.

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