Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. As U.S. Treasury yields continue to rise, here’s what CNBC TV producers are watching and what they’re eyeing for the next trade. 10-Year Treasury Yield vs. Dividend ETFs The 10-year Treasury yield rose to 5.225% on Thursday. This is the highest level since June 2007. The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is down 9% from its 52-week high. The stock price fell 6.5% in one month. The State Street SPDR S&P Dividend ETF (SDY) is down 7.7% from its July high. It fell 7% in one month. SDY 1M Mountain State Street SPDR Past Month S&P Dividend ETF (SDY) Top 5 S&P 500 Dividend Companies Here is a list of companies in the S&P 500 with a market capitalization of at least $10 billion, according to the handy CNBC Stock Screener. VICI Properties’ dividend yield is 7.78%. The stock price fell 13% in one month. UPS’s dividend yield is 7.13%. The stock price fell 11.7% in September. General Mills’ dividend yield is 7.01%. The stock price fell 15.5% in September. Kraft Heinz is paying 6.71%. Stocks fell 7% in September. Edison International is paying 6.68%. It has fallen nearly 30% in one month. Both Clorox and Hormel consumer stocks hit new lows since 2013. Clorox is down 36% from its February high. Hormel is up 25% from its June high. HRL 3M Mountain Hormel Foods within 3 months Moderna and Meta Platform both hit new highs. The meta is at its highest since September 2025. The stock is up 50% from its March lows. Moderna is at levels not seen since January 2023. The stock is up 775% from its November low. It’s hot, isn’t it? Highest price in cybersecurity history Advanced Micro Devices hits new record high. The stock is up 306% from its September 2025 low. CrowdStrike also hit new highs. The stock is up 203% from its February lows. Fortinet hit a new high. The stock is up 142% from January’s lows. FTNT YTD Mountain Fortinet 2026 Durable Goods August numbers will be streamed live on “Squawk Box” at 8:30 a.m. ET. The Dow Jones consensus forecast is for a decline of 0.3%.
