Is that signaling trouble ahead, or just a new set of winners? The stock market is splitting in two. Tech stocks are slumping — even as more than 300 S&P 500 constituents rose Thursday — and Treasurys are rallying.
Here’s what may be changing. Here’s what’s grabbed my attention: Thursday’s tech takedown, and a market that’s increasingly splintering. We’ve seen this movie before.
The difference this time around: Investors weren’t just selling tech shares. More than 300 stocks among the S&P 500 actually rose. Meanwhile, money rushed into U.S. government bonds, sending yields sharply lower.
Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 France is getting its credit rating reviewed. What to expect as French debt turmoil has helped turn U.S.
This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%. Treasury yields log biggest drop since the 2023 banking crisis.
The U.S. stock market is fracturing into two camps, and it’s leaving investors with a brutal case of whiplash Mark DeCambre is MarketWatch's editor in chief. Follow him on Twitter @mdecambre. Intraday Data provided by FACTSET and subject to terms of use.
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