Yields subside, giving stocks room to breathe as markets stabilize. The pullback in Treasury yields offers relief to equity investors after a period of pressure.

Brent crude drops on hopes of eased tensions in the Strait of Hormuz, reducing supply concerns. This decline in oil prices adds to the positive sentiment across risk assets.

Microsoft leads the Dow, contributing to the index's gains. The tech giant's strength underscores broader market resilience amid shifting macro signals.

Overall, the combination of lower yields, softer oil, and strong tech leadership supports a calmer trading session, though investors remain watchful of geopolitical and policy developments.