Name: Stocks Slip as Oil and Treasury Yields Rise | Closing Bell
Uploaded: 2026-08-17T20:26:54+00:00
Duration: 615 s

Speakers

Scarlet Fu — Anchor, Bloomberg Television

Carol Massar — Anchor, Bloomberg

Joe Deaux — Corporate and Economic State Crafting Reporter, Bloomberg

Isabelle Lee — Reporter, Bloomberg

Summary

The closing bell show covers a risk-off session for stocks as rising oil and Treasury yields reinforce inflation concerns. AI-linked memory and storage names rally on Anthropic and SanDisk news, while SpaceX draws wealthy investor interest. Decliners include EyePoint, Bally's, and JetBlue on company-specific setbacks. The hosts also discuss freight rail theft and cooling beef demand.

S&P 500, Dow, Nasdaq, and Russell 2000 close lower for a second day.
WTI and Brent rise on renewed U.S.-Iran concerns.
Long-end Treasury yields hit the highest since 2007 on persistent inflation risk.
SanDisk, Marvell, Western Digital, and Coherent rally on AI/memory storage strength.
Family offices and Harvard disclose large SpaceX stakes.
EyePoint, Bally's, and JetBlue fall on trial failure, a going concern warning, and a downgrade.
Hosts discuss freight rail theft and beef price/demand trends.

Ideas

Scarlet Fu Anchor, Bloomberg Television 0:31

Iran concerns push WTI and Brent higher.

Renewed concerns about a U.S. war with Iran are pushing WTI and Brent higher, and the rise reinforces inflation concerns; oil is the immediate beneficiary of geopolitical risk premium.

Carol Massar Anchor, Bloomberg 2:36

AI memory/storage stocks rally on Anthropic.

Anthropic's disclosed revenue acceleration and SanDisk's upbeat multi-year outlook are fueling the AI-linked memory/storage rally; SanDisk is a top S&P performer and related names Marvell, Western Digital, and Coherent also rallied.

Carol Massar Anchor, Bloomberg 3:52

Wealthy investors accumulating SpaceX exposure.

Ultra-wealthy investors, family offices, and Harvard have built billions of dollars in SpaceX exposure through 13F filings despite the stock's post-IPO struggles, signaling sustained structural demand for space exposure.

Joe Deaux Corporate and Economic State Crafting Reporter, Bloomberg 4:50

EyePoint trial failure drives record drop.

EyePoint shares had a record drop after its experimental wet age-related macular degeneration treatment failed the primary goal in a late-stage trial, and Cantor cut the stock to neutral, calling the failure a scenario they had not contemplated.

Joe Deaux Corporate and Economic State Crafting Reporter, Bloomberg 5:29

Bally's going-concern warning hits shares.

Bally's shares tumbled after the company warned of substantial doubt about its ability to continue as a going concern; high leverage and unfinished projects may force asset sales or a development partner.

Joe Deaux Corporate and Economic State Crafting Reporter, Bloomberg 6:19

JetBlue downgraded on fuel and leverage risk.

JetBlue was downgraded by Seaport after the Strait of Hormuz risk put balance-sheet risk in focus; jet fuel volatility is a disproportionate threat because of JetBlue's elevated debt.

Joe Deaux Corporate and Economic State Crafting Reporter, Bloomberg 6:55

Long-end Treasuries sell off on inflation risk.

Treasuries are selling off, especially at the long end, with 30-year yields at the highest since June 2007 and 10-year yields elevated; the balance of risk is increasingly tilted toward persistent inflation.

This Bloomberg Markets video, published August 17, 2026, features Scarlet Fu, Carol Massar, Joe Deaux discussing WTI, BNO, COHR, WDC, MRVL, SNDK, SPCX, EYPT, BALY, JBLU, U.S. 30-Year Treasury, U.S. 10-Year Treasury. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Scarlet Fu, Carol Massar, Joe Deaux · Tickers: WTI, BNO, COHR, WDC, MRVL, SNDK, SPCX, EYPT, BALY, JBLU, U.S. 30-Year Treasury, U.S. 10-Year Treasury

Stocks Slip as Oil and Treasury Yields Rise | Closing Bell

Summary

Ideas

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