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U.S. Treasury yields eased from recent highs, with the 10-year yield down 3.3 basis points on the week to 5.243% and the 2-year yield down 3.4 basis points to 4.789%. All three major U.S. stock indexes closed higher, led by the Nasdaq Composite up 0.64% and the S&P 500 up 0.59%, while the Dow added 423 points. President Donald Trump said Russia would immediately supply more than 300,000 tons of diesel, as WTI settled near $92 a barrel and Brent ended above $104 a barrel.

U.S. stocks ended higher on Friday, with the Dow up 0.8% and the S&P 500 and Nasdaq each rising about 0.6%. Investors turned their focus to next week, when third-quarter earnings season begins and key inflation data are expected. Analysts are looking for big banks to help drive overall S&P 500 profit growth of 30%. Separately, U.S. consumer sentiment weakened this month and near-term expectations fell to a record low, according to the University of Michigan.

Tata Consultancy Services reported Q2 results that topped expectations, with net profit up 14.9% year on year to Rs 13,884 crore and revenue rising 11% to Rs 73,188 crore. The numbers helped lift sentiment in Indian equities on Friday, with the Nifty50 and Sensex both gaining more than 1%. Buying was led by IT stocks, even as Brent crude stayed above US$100/bbl and foreign outflows persisted.

The S&P 500 and the Nasdaq fell on Tuesday, led by declines in technology stocks. Reports said ChatGPT maker OpenAI’s annualized revenue is about $50 billion, below some market estimates of $70 billion. The news helped trigger a selloff in chip shares, pushing the Nasdaq 100 down 1.4% and the Philadelphia Semiconductor Index down 3.4%.

Australian shares opened higher as bank stocks led gains, helping offset a pullback in Wall Street technology names. Concerns about an AI bubble weighed on the sector after a report said OpenAI’s annualised revenue was about $US20 billion ($28.7 billion) below what had previously been signalled, according to the Financial Times. Separately, data centre startup Firmus withdrew plans for an ASX listing after investors baulked at the price and terms, scrapping an IPO that would have valued it at about $43.7 billion.

U.S. stocks ended lower on Thursday as crude oil prices surged amid escalating Middle East tensions. The S&P 500 fell 0.46% and the Nasdaq Composite slid 1.24%, while the Dow Jones Industrial Average edged up 0.09%. Semiconductor shares weighed on broader markets after a report said OpenAI’s annualized revenue was $20 billion below what the company had previously signaled.

The 10-year U.S. Treasury yield has climbed to 5.27%, raising the discount rate facing U.S. equities and intensifying pressure on richly valued AI leaders. FactSet’s March 2026 Earnings Insight report put the S&P 500’s forward 12-month price-to-earnings ratio at 19.9, leaving less room to absorb higher long-end yields. The Federal Reserve’s September projections showed a median federal funds rate forecast of 4.1% at year-end 2026, suggesting a high-rate backdrop that could persist. The same environment is sharpening investor scrutiny of nearly $495 billion in projected 2026 capital expenditure as companies work to convert AI infrastructure spending into returns.

U.S. stocks fell as a renewed rise in oil prices and elevated Treasury yields revived inflation concerns. Brent crude climbed 4.2% to above $104 a barrel amid heightened worries over Middle East supply disruptions. The benchmark 10-year U.S. Treasury yield hovered around 5.29%, near its highest level since 2002. Amazon, Tesla and Nvidia fell 0.3% to 1.3%, while the Dow Jones Industrial Average was down 88.19 points.

U.S. stocks were set to open lower on Thursday as a jump in oil prices and Treasury yields near multiyear highs reignited inflation concerns. Brent crude futures rose above $105 a barrel amid Middle East supply risks, while the 10-year U.S. Treasury yield hovered around 5.32%. Megacap tech shares were broadly weaker, with Amazon, Tesla and Nvidia down between 0.4% and 1%.

Oil prices rose above $105 a barrel, weighing on global equities as Federal Reserve Governor Christopher Waller signaled further interest-rate hikes may be needed to curb inflation. Dow futures fell 400 points, and S&P 500 futures pulled back from record highs. Asian benchmarks ended sharply lower, with India’s Sensex down 1,045 points and the Nifty hitting a 21-month low.