---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000930996.md"
description: "U.S. stocks were set to rebound as Brent crude fell 1.5% to $103 after Trump said the U.S. would not attack Iran before the midterms amid productive talks, easing oil worries. The 10-year yield rose to 5.24%; chip stocks gained. OpenAI’s expected $70 billion-plus year-end revenue target boosted AI investment sentiment. S&P 2026 EPS estimates of $367 imply a 21.2x P/E and 4.7% earnings yield, inverted versus Treasuries as in the late-1990s peak. Yields likely to fall by year-end as the Iran conflict ends, resolving the equities vs bonds valuation disconnect. Tesla remains rich at a 230x 2026 P/E multiple vs +45% long-term earnings growth amid declining earnings estimates and the continued commoditization of autonomy."
datetime: "2026-10-09T10:45:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000930996.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000930996.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000930996.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# U.S. stocks were set to rebound as Brent crude fel…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**