Wall Street Sells the AI-Pause Weekend as Brent Punches Through $106 and the Ten-Year Cracks 5% for the First Time Since 2023
Monday closed lower on Wall Street as the pause-the-frontier call from Anthropic's Dario Amodei drained the AI-chip complex and a shut Saudi East-West pipeline pushed Brent back above $106. The ten-year Treasury yield briefly punched through 5% for the first time in more than three years before easing to 4.986%, and the market now assigns a 90% probability that Chair Warsh delivers a 25-basis-point hike on Wednesday. Cybersecurity was the clear winner of the session, Bank of America's guidance dragged the money-center banks with it, and Oracle sold off after Ellison scrapped a $7.5 billion secondary.














