Market Wrap: Monday, September 28, 2026 — S&P 500, Nasdaq & Dow Jones

Today's market session saw a broad selloff across all major indices, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all posting declines of 0.67% to 0.92%. The tone was decidedly risk-off, driven by a resurgence in Treasury yields, which reached fresh highs, and concerns over inflation. The selloff was particularly pronounced in technology stocks, which have been a key driver of recent market gains. Additionally, a report on Iran's nuclear program and a breach in an artificial intelligence system further fueled investor caution, with chip stocks experiencing notable declines, though Nvidia bucked the trend with a modest gain.

The headlines highlighted the ongoing tension between equity and fixed-income markets, with Treasury yields climbing as investors sought higher returns amid persistent inflationary pressures. The session also saw a focus on investor sentiment, with Warren Buffett's advice on preparing for potential market downturns gaining attention. While the broader market was weighed down by these factors, there were signs of resilience in certain sectors, particularly in the tech space, where Nvidia's performance stood out. The overall sentiment was one of caution, with investors seemingly hesitant to commit to a rally amid a backdrop of geopolitical and economic uncertainties.