Option News Today — September 15, 2026
10-year Treasury yield rises to highest since 2007 as Fed rate-hike expectations rise and more — today's option signal.
The markets are digesting a mix of economic and sector-specific news today, with investor sentiment influenced by shifting expectations around interest rates and the artificial intelligence landscape. The 10-year Treasury yield has risen to its highest level since 2007, reflecting growing expectations that the Federal Reserve will continue to raise interest rates to combat inflationary pressures. This development is having a ripple effect across various sectors, with some companies feeling the pinch.
In the tech space, stocks related to AI infrastructure are under pressure amid calls for a slowdown in AI investments, while cybersecurity shares are seeing a boost. Broadcom's CEO has sought to reassure investors that the company's AI revenue targets remain intact, despite Anthropic's reported push for a slowdown. Meanwhile, Bank of America is bracing for a decline in investment banking fees, which is weighing on its shares. Elsewhere, the Trump administration's repeal of greenhouse gas requirements for power plants is making headlines, but the focus is firmly on the implications of rising interest rates and the evolving AI landscape for investors.
Today's signal:
• 10-year Treasury yield rises to highest since 2007 as Fed rate-hike expectations rise (cnbc.com)
• Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed (cnbc.com)
• Trump administration repeals Biden era greenhouse gas requirements for power plants (cnbc.com)
• AI infrastructure stocks slump, cyber shares soar on calls for AI slowdown (cnbc.com)
• Bank of America expects third-quarter investment banking fees to fall more than 10%; shares slide (cnbc.com)
• AI infrastructure stocks slump and cyber shares pops on calls for AI slowdown (cnbc.com)