Bond yields are spiking, oil is up — but investors aren’t giving up on stocks
Published . Updated .
Rising Treasury yields, geopolitical risk and fresh AI safety concerns are hitting markets, but many investors remain bullish on AI spending and earnings.
Directly affected
- BLSH Bullish
Named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- SHY iShares 1-3 Year Treasury Bond
Short-term bonds move when the Fed changes rates
- SPY SPDR S&P 500
Stocks move when the Fed changes the rate path
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- GS Goldman Sachs
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
Price reaction, T-5 to T+3
Rising Treasury yields, geopolitical risk and fresh AI safety concerns are hitting markets, but many investors remain bullish on AI spending and earnings.
Source: CNBC Top
How far United States Oil Fund (USO) has moved since 16 Sep 2026
Since the first closing price after “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” United States Oil Fund (USO) is +3.52%. The S&P 500 fund (SPY) is +0.52% over the same days, a +3.00% difference versus the market. energy stocks (XLE) is +5.18%, a -1.66% difference versus that group of stocks.
Who collects and who pays in energy
Companies mentioned with this story
- USO United States Oil Fund
For “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- BNO United States Brent Oil Fund
United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 16 Sep 2026 story “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XLE Select Sector Spdr Tr
For “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- CBAT CBAK Energy Technology
In “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” CBAK Energy Technology (CBAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CBAT as a RELATED security because its canonical security name directly matches this event's themes: technology, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- SUPX SuperX AI Technology
For “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MEDS DataMeds AI
For “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How energy news reaches United States Oil Fund (USO)
The 16 Sep 2026 story “Bond yields are spiking, oil is up — but investors aren’t giving up on stocks” names United States Oil Fund (USO) because of Energy.
For United States Oil Fund (USO), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
A second company, United States Brent Oil Fund (BNO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
The price range for United States Oil Fund (USO), and the dates in the story
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.
What the saved facts support for United States Oil Fund (USO)
46 out of 100
“Bond yields are spiking, oil is up — but investors aren’t giving up on stocks” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.