Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In Focus

Markets reversed higher on falling yields, but semiconductor weakness and looming Meta earnings could trigger sharp AI-trade rotations.

• Indexes reverse higher: Nasdaq (+0.1%), S&P 500 (+0.3%), Dow (+1.1%), and Russell 2000 (+1.4%) all rebounded off opening lows as the 10-year Treasury yield fell on AI-financing worries and soft inflation data.
• Semis flash warning signs: SMH broke below its 21-day and 50-day lines in recent sessions, a leader-to-laggard shift Ed Carson flags as a risk even as broader indexes held their 50-day lines.

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