What it will take for us to buy the dip in DuPont. Plus, profit-taking hits cyber stocks

U.S. stocks slid on Friday as Treasuries sold off and the 10-year yield returned to 5%, weighing on sectors beyond relatively muted oil markets. AI names were a partial bright spot, with Eaton and GE Vernova up, and semiconductors mixed: Broadcom, Micron and Qnity Electronics higher, while Intel fell after a 12% run from Wednesday to Thursday. Cybersecurity stocks such as Palo Alto Networks and CrowdStrike saw profit-taking. DuPont, down about 13% since Aug. 5, stayed quiet on the conference front, but Wells Fargo reiterated a buy-equivalent overweight rating and a $166 target, saying Middle East impacts look manageable.