Beneath the S&P 500’s 2 percent gain in the third quarter, the rise in oil prices and bond yields led some investors to become more cautious about the outlook for A.I. profits.

President Trump rejected Iran’s proposal over the weekend, calling it “unacceptable,” but Iran said it was still waiting for “definitive news” from Washington.

© Lexi Parra/The New York Times

The rise came a day after a sharp sell-off in government debt.

© Reuters