U.S. stocks moved lower Friday as Treasurys sold off and the 10-year yield returned to the psychologically important 5% level, while oil markets were relatively subdued. Artificial intelligence shares were mixed after a volatile week centered on the market’s debate over the pace of frontier AI development. Eaton and GE Vernova gained after positive investor-conference commentary, while Broadcom, Micron and Qnity Electronics advanced; Intel eased after a 12% rally over Wednesday and Thursday, and Nvidia was little changed. Palo Alto Networks and CrowdStrike fell as investors took profits following strong gains earlier in the week tied to AI safety concerns. DuPont declined about 13% since Aug. 5, but Wells Fargo maintained its buy-equivalent overweight rating and $166 price target, calling the potential Middle East war impact manageable. The firm cut its third-quarter EBITDA estimate by $18 million and raised its fourth-quarter estimate by $17 million. The CNBC Investing Club plans to monitor DuPont before adding capital and will focus next week on Costco’s earnings, other corporate reports and several economic indicators.