Stocks Dip On Tariff & Bond Yield Concerns

Dow closes down about 250 points to kick off September on tariff worries, rising bond yields (CNBC)

Analysts Increasing EPS Estimates Slightly for S&P 500 Companies for Q3 (FactSet)

Treasury yields jump on prospect of U.S. having to refund tariff money; 30-year yield tops 4.97% (CNBC)

Companies Reap Cash Savings From Trump’s New Tax Law (WSJ)

US manufacturing activity contracts for sixth straight month in August: 'It's survival' (Yahoo Finance)

AI Euphoria to Fuel 20% S&P Rally by End-2026, Evercore ISI Says (Bloomberg)

Anthropic raises $13 billion funding round at $183 billion valuation (CNBC)

US Pulls TSMC’s Waiver for China Shipments of Chip Supplies (Bloomberg)

Musk looks past Tesla sales slump, says 80% of value will come from Optimus (CNBC)

EV Deals Are Booming Ahead of Tax-Credit Expiration (WSJ)

Amazon cracks down on Prime free shipping sharing (CNBC)