Stocks are hitting records despite surging yields. Cramer explains why
Published . Updated .
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
Directly affected
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- 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
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- AGGY WISDOMTREE YIELD ENHANCED US BOND FUND
GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
Source: CNBC Top
The price since 5 Oct 2026: Wisdomtree Yield Enhanced Us Bond Fund (AGGY) versus the S&P 500
Since the first closing price after “Stocks are hitting records despite surging yields. Cramer explains why,” Wisdomtree Yield Enhanced Us Bond Fund (AGGY) is +0.84%. The S&P 500 fund (SPY) is -1.60% over the same days, a +2.44% difference versus the market.
Taiwan Strait on the map for this story
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Stocks are hitting records despite surging yields. Cramer explains why.” The recent pace is rising.
Who gains and who loses around Wisdomtree Yield Enhanced Us Bond Fund (AGGY)
Companies mentioned with this story
- AGGY Wisdomtree Yield Enhanced Us Bond Fund
Wisdomtree Yield Enhanced Us Bond Fund (AGGY) is linked, with no stored direction, medium confidence in the 5 Oct 2026 story “Stocks are hitting records despite surging yields. Cramer explains why.” Reason on file: GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOHY Angel Oak High Yield Opportunities Etf
Angel Oak High Yield Opportunities Etf (AOHY) is linked, with no stored direction, medium confidence in the 5 Oct 2026 story “Stocks are hitting records despite surging yields. Cramer explains why.” Reason on file: GA selected AOHY as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMG Brookstone Growth Stock Etf
In “Stocks are hitting records despite surging yields. Cramer explains why,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMV Brookstone Value Stock Etf
In “Stocks are hitting records despite surging yields. Cramer explains why,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BKHY Bny Mellon High Yield Etf
Bny Mellon High Yield Etf (BKHY) is linked, with no stored direction, medium confidence in the 5 Oct 2026 story “Stocks are hitting records despite surging yields. Cramer explains why.” Reason on file: GA selected BKHY as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- EYLD Cambria Emerging Shareholder Yield Etf
In “Stocks are hitting records despite surging yields. Cramer explains why,” Cambria Emerging Shareholder Yield Etf (EYLD) is linked, with no stored direction, medium confidence. Reason on file: GA selected EYLD as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
What Taiwan Strait means for Wisdomtree Yield Enhanced Us Bond Fund (AGGY)
On 5 Oct 2026, “Stocks are hitting records despite surging yields. Cramer explains why” is the story that connects Wisdomtree Yield Enhanced Us Bond Fund (AGGY) to Taiwan Strait.
The link for Wisdomtree Yield Enhanced Us Bond Fund (AGGY) is this: GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, Angel Oak High Yield Opportunities Etf (AOHY), is listed for a different reason: GA selected AOHY as a RELATED security because its canonical security name directly matches this event's themes: yields. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Wisdomtree Yield Enhanced Us Bond Fund (AGGY)
AGGY traded between 41.03 and 42.30 across 20 sessions. The latest close on file is 41.56. AOHY traded between 10.64 and 10.95 across 20 sessions. The latest close on file is 10.71. BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02.
A simple score for Wisdomtree Yield Enhanced Us Bond Fund (AGGY)
46 out of 100
“Stocks are hitting records despite surging yields. Cramer explains why” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.