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Mike Santoli’s market notes: Big Tech syncs up with long-term Treasuries, ARK Invest battleground

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New for subscribers: Mike Santoli’s market notes: Big Tech syncs up with long-term Treasuries, ARK Invest battleground. Check out CNBCPro today.

This is the daily notebook of Mike Santoli, CNBC's senior markets commentator, with ideas about trends, stocks and market statistics

Muted rerun of Tuesday's action: Bond yields pressure Big Growth stocks at the open, yields back off at 10 a.m., Nasdaq bid arrives, while the average stock continues to outdo the index and cyclically geared/high-beta stocks go vertical.

 

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