The Dow Jones Industrial Average fell 95.40 points to 51,682.64 on September 18, reversing the previous session's 316-point rally as the 10-year Treasury yield briefly exceeded 5% and U.S. crude futures remained near $100 a barrel. The Nasdaq Composite gained 104.25 points to 26,522.55, highlighting a divergence between rate-sensitive traditional large-cap shares and technology stocks supported by earnings-growth expectations. The dollar weakened against the yen as disappointing U.S. August economic data, including capacity utilization (the share of industrial capacity in use), industrial production and the leading economic index, encouraged selling. Pressure intensified after reports that the Bank of Japan conducted a rate check (central bank inquiries about currency levels). WTI crude fell $0.52 to $101.91 a barrel as concerns about supply disruptions in Saudi Arabia eased. Investors remained focused on U.S. inflation, the Federal Reserve's policy trajectory and the Bank of Japan's monetary direction.