US stocks ended mixed Tuesday as rebounding Treasury yields weighed on the S&P 500 and Dow, while the tech-heavy Nasdaq 100 climbed 0.5% to a record high. Borrowing costs rose during afternoon trading after US President Trump made escalatory remarks about Iran in his UN speech, reducing hopes for diplomatic efforts to restore fuel exports from the Middle East. Credit-sensitive banks led declines, with JPMorgan, Wells Fargo and Morgan Stanley each falling 4%. The AI trade remained strong, helped by the favorable reception for Meta’s Muse AI agent. Meta shares gained 13% over the last two sessions, Micron rose 3%, and Sandisk advanced after Rosenblatt upgraded the stock.