The Dow Jones Industrial Average rose about 406 points, or 0.8%, in morning trading after a September employment report showed the U.S. economy added only 29,000 jobs, well below economists’ roughly 90,000 estimate. The unemployment rate edged up to 4.2%, while July and August payrolls were revised down by a combined 60,000. Caterpillar shares jumped roughly 3.7% and Nvidia gained about 2.8%, together contributing around 219 points to the Dow’s advance. The weaker labor data pushed the 10-year Treasury yield toward 5.17% and the two-year yield toward 4.72%, easing pressure on highly valued growth stocks. Lower yields increase the present value of future earnings and make bonds less competitive with expensive technology shares, supporting Nvidia and helping lift the Nasdaq to about 27,309, above its previous record close. Caterpillar added a separate cyclical boost, rising more than $30 per share in the price-weighted Dow, where each $1 move in a component currently shifts the index by roughly 5.94 points. The rally also reflected lower oil prices and calmer bond markets, reversing the market reaction to the August jobs report, when stronger payroll growth pushed Treasury yields higher and pressured the Dow.