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Japan just pushed rates to a 31-year high, and the first-order effect is simple: higher yields abroad make capital a little less cheap everywhere. U.S. indexes are only modestly lower so far today, but the pain is sharper in rate-sensitive corners.
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Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough that could help China build a stronger competitor to Samsung Electronics, SK Hynix and Micron Technology in the global market for memory chips.
Coinbase CEO Brian Armstrong was at the center of a protracted fight over the role of digital assets in mainstream finance.
Bitcoin (CRYPTO:BTC) has lost money in eight of the 13 Septembers since 2013, and its average monthly return is a loss of about 2.9%, the worst of any month on the calendar, according to CoinGlass.
Year-to-date, the S&P 500 Index has registered average returns, gaining ~11% through mid-September. Despite the healthy gains, the 2026 market has been a complex environment for Wall Street investors to understand. Investors had to weigh positives, such as the booming AI buildout, against negatives such as the U.S.-Iran conflict and an energy shock that has left many Americans paying ~$5 at the gas pump. Overall, bullish investors are winning the battle.
The Iran and Ukraine wars have exposed the world's reliance on the Middle East and Russia for diesel.
Donald Trump wrote in a social media post on Saturday that he is creating an "AI Force" to oversee regulation of AI and will announce an AI "czar" in the near future.
The president's first call for federal oversight of the industry comes as opposition grows against AI grows among voters.
US President Donald Trump in a social media post on Saturday said he is creating an "AI Force" and will announce an AI "czar" in the near future.
Despite Fed rate hikes and rising Treasury yields, the S&P 500 held steady, down just 0.1% for the week. Market resilience is driven by outperformance in Nasdaq and Mag 7 stocks, with large-cap growth buoying headline indices.
From sudden Saudi oil pipeline disruptions and Middle East security maneuvers to the Senate's make-or-break Clarity Act vote and the administration's battle with the Fed over interest rates, here are the top market, policy and energy stories shaping the week. 0:00 | 'NEED MORE OIL': Global oil supply faces SHOCK as Saudi pipeline goes offline 10:32 | ENERGY EARTHQUAKE: America could be on the verge of a MASSIVE power shift 18:02 | Saudis reportedly REACHED OUT to the Israelis for help 22:31 | Clarity Act faces CRUCIAL 60-vote Senate test as Coinbase CEO voices optimism 30:42| PRESSURE EXPLODES: Scott Bessent gets GRILLED as inflation stays elevated 42:32 | WAR GOES ON: Vance says Iran conflict will enter a MUCH different phase 46:28 | ESCALATION: Trump threatens DRAMATIC response over Canada's Europe move 54:19 | Trump issues FIERCE response to Kevin Warsh after rate hike 1:02:10 | Blakeman drops STARK Mamdani warning: I have TREMENDOUS power over his budget
AI market is transitioning from hardware hoarding to agentic inference, favoring application software and capital efficiency. I rate IGV (AI software ETF) a strong buy over SMH/SOXX, citing under-ownership, margin expansion, and agentic AI integration.
I don't think shorting financials makes much sense, as I want to believe that a hawkish Fed will succeed in bringing the 10-year Treasury yield down. Fed funds futures point to roughly two more 25 bps hikes by January 2027, and the 10-year Treasury yield is still hovering near 5%.
The Federal Reserve unanimously raised its benchmark rate by a quarter point as policymakers confront inflation that remains above target and uncertainty tied to geopolitical developments. Merrill and Bank of America Head of CIO Market Strategy Joe Quinlan tells Bloomberg This Weekend hosts David Gura and Christina Ruffini that elevated diesel prices are a particular concern for businesses and could keep pressure on the Fed to raise rates further.
After more than five years of failing to do so, Federal Reserve leaders think they can shrink the rate of inflation to 2% by 2029 with just slightly higher U.S. interest rates. Are they serious?
The consumer sentiment index tracked by the University of Michigan hit record lows this year. Goldman Sachs is blaming weak consumer sentiment readings on broader feelings of unhappiness in society.
OpenAI disclosed six cases of unexpected or concerning model behavior as AI companies grapple with how to monitor increasingly autonomous agents and whether stronger independent oversight is needed. Joining David Gura on Bloomberg This Weekend, Bloomberg News AI Reporter Shirin Ghaffary explains that the safety debate is taking on geopolitical urgency as President Donald Trump emphasizes maintaining the US lead over China while resisting calls to slow AI development.
In Q2 2026, the Harbor SMID Cap Value ETF returned 22.76%, outperforming its benchmark, the Russell 2500 Value Index, which returned 18.50%. Contributing to performance was Albany International, whose shares gained 43% during the quarter following better-than-expected operating results and continued strength in its aerospace and defense businesses. Another contributor to performance was BorgWarner, whose shares gained 23% during the quarter following better-than-expected first quarter results and growing investor optimism around the company's long-term growth opportunities.
Canada is poised to become the EU's first associate member, marking a significant geopolitical and economic shift. Canada-EU trade has surged post-CETA, reaching EUR 130.8B in 2025, with goods up 76% and services up 97%.
The Federal Reserve's recent rate hike and hawkish outlook have at least temporarily stopped yields on the 10-year treasury from going higher after hitting levels last seen in 2007. Persistently high inflation and geopolitical risks, notably from Iran, have derailed expectations for near-term rate cuts and heightened stagflation concerns.
Karman Holdings is upgraded to Buy after a 68% stock decline, strong Q2 results, and improved 2027 revenue visibility. KRMN delivered 24% organic growth, a record $1.3B backlog, and raised 2026 revenue and EBITDA guidance, supporting a robust multi-year demand outlook. Execution risks remain: weak free cash flow, elevated leverage, unresolved internal control issues, and a recent CFO transition heighten investment complexity.
Booming electricity demand is creating new opportunities for clean energy companies. Bloom Energy is seeing strong growth on its top and bottom lines amid robust demand from data centers.
Pacific Biosciences of California NASDAQ: PACB is maintaining its existing strategy while sharpening execution around clinical genomics, cost controls and the rollout of products designed to improve sequencing economics, Chief Executive Officer Mark Van Oene said during a Morgan Stanley discussion.
The market might seem bloated, but these stocks still have a long runway for growth.
NEW YORK, Sept. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Hims & Hers Health, Inc. (NYSE: HIMS) between August 4, 2025 and July 29, 2026, both dates inclusive (the “Class Period”), of the important November 2, 2026 lead plaintiff deadline.
NEW YORK, Sept. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential breaches of fiduciary duties by the directors and officers of BellRing Brands, Inc. (NYSE: BRBR).
NEW YORK, Sept. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of investors in BlackRock, Inc. mutual funds, resulting from allegations that BlackRock may have issued materially misleading business information to the investing public.
NEW YORK, Sept. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Hertz Global Holdings, Inc. (NASDAQ: HTZ) between May 7, 2026 and June 23, 2026, inclusive (the “Class Period”), of the important September 22, 2026 lead plaintiff deadline.
LOS ANGELES--(BUSINESS WIRE)---- $ENVA--ENVA Investors Have Opportunity to Join Enova International, Inc. Fraud Investigation with SBS Law.
Tesla is selling gobs of vehicles, but its operating margin has shrunk. The stock seems overvalued, too.
SentinelOne is reaffirmed as a BUY, driven by robust AI-native cybersecurity solutions and strong land-and-expand execution. S1 demonstrates 21% YoY revenue growth and expanding ARR, with multiproduct adoption and AI offerings fueling net revenue retention gains. Despite unprofitability and dilution risks from high stock-based compensation, S1 boasts no debt, $813M cash, and improving non-GAAP margins.