Market breadth: Sept. 23, 2026, the S&P 500 fell roughly 0.7%

5% yields vs. stock valuations

For much of the past 15 years, investors had a simple answer to the question “why own stocks?”: there was no alternative. Bonds yielded little, cash yielded nothing, and equities were the only way to earn a meaningful return. That argument has now been turned on its head. On Wednesday, Sept. 23, 2026, the 10-year…

Read More
U.S Stocks Ended Lower

The PMI surprise

In most years, news that the U.S. economy is growing at its fastest pace in half a decade would be cause for celebration on Wall Street. On Wednesday, Sept. 23, 2026, it triggered a selloff. The reason lies in one of the central tensions of the current economic cycle: a strong economy means persistent inflation,…

Read More
U.S Stocks Ended Lower

The Fed’s outlook: Sept. 23, 2026, pushed Treasury yields to highest levels since 2007

One week after the Federal Reserve raised interest rates for the first time since 2023, financial markets are betting the central bank is only getting started. Strong economic data released Wednesday, Sept. 23, 2026, pushed Treasury yields to their highest levels since 2007 and sharply raised the odds of another hike at the Fed’s October…

Read More
Alphabet vs. Meta's Muse AI agent

Alphabet vs. Meta’s Muse AI agent

A new front has opened in the artificial intelligence race, and Wall Street is already trying to pick winners and losers. On Wednesday, Sept. 23, 2026, shares of Alphabet fell sharply while Meta Platforms moved higher, as investors digested Mark Zuckerberg’s comments that Meta’s new personal AI agent, Muse, will take “a small fee” on…

Read More
Wednesday's Tech Movers

Wednesday’s Tech Movers

Technology has been the engine of the 2026 stock market. According to Finviz, the sector has gained 29.65% year to date, 37.50% over the past six months and 5.85% in the past week alone. That surge carried the Nasdaq Composite to consecutive record closes on Monday and Tuesday, including a record finish at 27,244 on…

Read More