Stock Market Today With IBD Blue Chips Lag Mixed Session As Yields Rise Again; Dell, AEM, Taiwan Semiconductor In Focus
Mar 11, 2026
Markets react to rising 10-year yields and spiking oil, putting pressure on blue chips while small caps struggle. Discussion highlights Dell’s earnings-led rebound and AI server opportunity. Coverage also spotlights Agnico Eagle for gold exposure and Taiwan Semiconductor holding key support. Traders hear about breadth warning and conditions for a valid follow-through rally.
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Rising Oil And Yields Threaten Market Rally
- Rising oil and bond yields combined create a tougher inflation and market backdrop.
- Ken Shreve highlights the 10-year yield moving above its 200-day moving average and oil near $88 as key pressure points.
Follow Through Day Timing Matters For Confirming Rallies
- A follow-through day is valid earliest on day four of a rally attempt and confirms stronger market recovery.
- Ken Shreve explains follow-throughs allow short-covering to run and can appear later than expected, often amid negative headlines.
Buy Stocks Holding 10-Week Or 50-Day Support
- Favor stocks holding support at their 10-week or 50-day moving averages during a rally attempt.
- Ken notes many leaders sit at these moving averages, offering actionable setups if a follow-through occurs.