▶First Fed Rate Hike in Three Years: Yields at 5% Press a Dow Down for a Third Straight Week as Chip Gear Leads the Nasdaq; AI Trade Stretches Into Grid Power, Earnings, and Pre-IPO Access
▶Nvidia Expects Chip Sales to Double in 2027: Generac's $2.4B Amazon Data-Center Power Deal, 500% Memory-Price Surge, and the 'Gang of 3' Call Trump to Oppose AI Regulation
▶Nasdaq Keeps Gain After Fed Quarter-Point Hike: AI/Semiconductor Complex Dominates, Intel-SK Hynix U.S. Memory Deal, Apple and Salesforce Lead Big-Tech Flow
▶Risk-Off Tape as Yields and Oil Jump: Big Tech Wobbles on the AI Narrative, Cybersecurity Surges, Smartphone Chips Rally
▶AI 'Slowdown' Debate Slams Tech — Chip Weakness and Treasury Yields Drive a Risk-Off Tape
▶Anthropic Locks Down $517B in Compute Ahead of IPO — Still Not Enough
▶Nvidia Leads the Day as AI's Power Buildout Takes Center Stage: NVDA's 2 GW Australia AI Push Could Deepen Its Infrastructure Advantage (Insider Monkey), 'Nvidia Takes New Role as AI's $5 Trillion Bill Comes Due' with Apollo, Blackstone, Brookfield in Orbit (TheStreet; AVGO/NVDA/APO/BLK/BAM), Google's Historic 396 MW Clean Energy Deal 'Changed the Game' for 1 AI Power Play (Motley Fool; GOOGL/GOOG/FRVO/NVDA), 'Hiding in Plain Sight' AI Infrastructure Stock (Motley Fool; NVDA/T) & 'Dirt Cheap Magnificent Seven' Name as Biggest Winner of the Trillion-Dollar AI Race (Motley Fool; NVDA/MU), NVDA -0.03% at $218.29 on ~89.1M; Agentic AI Reaches Checkout: Salesforce's Potential Listen Labs Acquisition Boosts Agentic AI Strategy (Insider Monkey; CRM/INTC.PVT), Zscaler Conference Touts AI Agents & Agentic SOC for Zero-Trust Growth (MarketBeat; MSFT/ZS/CRWD), 300M People to Delegate Shopping to AI Agents by 2030 with Teen Adoption ~2x Adult Rate (Forkast News; MA), Agentic Commerce: Is Payments the Winner? V/MA (Investing.com; GOOGL/META/COOG/V/MA); Oracle Watch: Ellison Cancels Plan to Sell Up to 50M Oracle Shares, $7.5B Sale Plan Ends/Scrapped (Investing.com/Bloomberg/WSJ; ORCL/ORCL-PD), Morgan Stanley Revamps Oracle Price Target (TheStreet; ORCL/MS), ORCL -1.74% at $150.28 on ~80.4M; Chip Wars: Musk Picks a Side on the SpaceX Earnings Call (Motley Fool; MSFT/AMD/NVDA/SPCX/AMZN/GOOG/ORCL/META), Better AI Chip Stock: Broadcom vs. Nvidia (Motley Fool; AVGO/NVDA), Broadcom vs. Micron Better 2026 Buy (Motley Fool; AAPL/AVGO/MU/005930.KS), SPCX +2.04% at $151.21 on ~79.3M, INTC +2.61% at $102.94 on ~87.0M; M&A & Corporate: J&J in Talks to Sell Hips-and-Knees Business to Apollo for $20B (WSJ; JNJ/APO), J.P. Morgan Closes $1.1B US Industrial Net Lease Fund (CRE Daily; JPM), Comcast CFO Sends Stern Warning as Broadband Customers Leave (TheStreet; CMCSA), Arizona Sues L'Oreal Over Alleged Cancer Risks in Hair Relaxers (USA TODAY); Tesla & Macro: 'Musk Needs Tesla at $8.5T Market Cap to Cash In' (Motley Fool; TSLA/NVDA), $10K Tesla from S&P 500 Entry ~ $15,700 Today, Index Fund Would Have Done Better (Motley Fool; NVDA/TSLA/^GSPC), Revolut Leak Ties Bitcoin Wallets to Home Addresses (TheStreet; BTC-USD), Houthis Say They Hit a Saudi Base After Renewed Fighting (AFP), Citi: EUR/USD Could Retest 1.17 After Fed Decision (Investing.com), China Launches $19,170 Electric Vehicle (TheStreet; 7201.T), Rybakina Triumphs in US Open Denying Sabalenka a Three-Peat (AFP); Nuclear Question vs. Nuclear Tape: 'Is NuScale Power a Millionaire Maker?' (Motley Fool; NVDA/SMR) on a day SMR was the session's top loser; Fintech/Software: SoFi Down 30% - Time to Buy? (Motley Fool; SOFI), Adobe After Lifting Guidance Ready to Break Out? (Motley Fool; ADBE), Prediction Markets Launch NFL Ad Blitz (Barrons; META/DKNG); Income Corner: Cramer Flips the Script - Older Investors to 30-Year Treasuries (24/7 Wall St.; AAPL/NVDA), 61-Year-Old's $8,600/Month Retirement Math & BMY $10K/Year (24/7 Wall St.), Pfizer Dividend Concern Check (Motley Fool; PFE), 5 Reasons to Own SMID Cap Value (Investing.com; BAC/^RUT), Merck Cramer's 'Fantasy Defense Stock' (Insider Monkey; MRK), LPL Managing Director Sells 308 Shares for $110,100 (LPLA); Gainers TPC +436.28% ($89.13, thin ~0.4M)/ACVA +44.18% ($10.41, ~115.5M)/ATEC +19.68% ($10.58)/CMRC +13.80% ($3.51)/HPE +12.44% ($62.09)/DELL +11.98% ($567.29)/VICR +11.15% ($197.91)/RLMD +11.06% ($4.52)/BW +10.74% ($7.94)/BAND +10.17% ($56.87); Losers SMR -15.67% ($8.61, ~92.6M)/SLS -14.42% ($11.55)/ZUMZ -12.93% ($14.55)/OKLO -9.18% ($36.22, ~22.6M)/OMDA -8.56% ($19.66)/LEU -8.18% ($152.31)/ASPI -7.80% ($3.31)/ALMS -7.27% ($9.18)/QLYS -6.99% ($150.28)/KAI -6.96% ($266.30); Volume KHC ~123.8M (+0.86%, $24.60)/ACVA/SMR/NVDA/INTC/ORCL/SPCX/NU ~65.7M (-2.66%, $14.62)/AAL ~63.6M (+1.25%, $13.01)/BMNR ~63.0M (+3.43%, $25.03); Bearish Screen: 1,469 Signals across 2,594 Symbols, 17 Bullish vs 32 Bearish - SION/ALMS Oversold, ACVA/MNTK/CMRC Strong Momentum Up, TPC Potential Overextension, MRNA/ARCT/ASST/CAPR Overbought
▶Market News — Sep 11, 2026: August CPI Hot, September Rate-Hike Odds Now 85%, but Indexes Rose on Falling Oil (Motley Fool/IBD/Reuters; ^DJI, ^GSPC, ^IXIC, CL=F in frame); DELL/HPE Lead S&P 500 Gains as Oracle's $95B Capex Plan Lifts AI Stocks, Yet ORCL -5.38% at $152.94 on ~56.8M, NVDA -2.37% at $218.36 on ~105.8M (Stocktwits; UBS: Oracle's AI-Driven Growth Acceleration Is Playing Out); Marvell +5% on Piper Sandler's $270 Target, Broadcom Edges Higher; AMD Expands Into Rack-Scale AI on Agentic CPU Demand, AMD-Backed Upstage Weighs Pre-Listing Funding; Wall Street Erases $57B From Micron as the Shortage Behind Its Boom Gets Worse (INTC -5.57% at $100.32 on ~96.9M); EU Scrutinizes Broadcom's VMware Licensing Overhaul; Wedbush: Meta Muse Monetization Limited Near Term; UAE Pledges $46B to Germany's AI Data Center Push; Nscale Adds Ex-OpenAI Exec Fidji Simo Ahead of Potential IPO; BofA Resets Apple Target After iPhone Duo Launch (AAPL +3.56% at $326.57 on ~70M); Tesla Semi Slated for Europe Deliveries From 2027; CDC Declares Cyclospora Outbreak Over After ~13,000 Cases (YUM/WMT); StockStory Flags 3 S&P 500 Warning Signs + 3 Reasons to Sell JPM; SPCX Top Volume at ~118.6M, +0.43% at $148.18, With TheStreet's Bold 48% Upside Target; Bearish Technical Screen (14 Bullish vs 33 Bearish)
▶Oil Tops $109 and Yields Surge: S&P 500 Breaks Support, S&P 500/Dow/Nasdaq All End Lower as September Rate-Hike Odds Rise (CPI Due; ORCL/ADBE/M/NVDA/UBER In Focus); Oracle (ORCL) Beats on Cloud Surge and Record AI Backlog, +7% After Hours (ORCL-PD In Frame); Microsoft to More Than Triple Data Center Computing Power (NVDA Edges Higher on Report, Closes -0.91% at $223.67 on ~83.0M); Jensen Huang Explains 'Astounding 70%' Next-Year Nvidia Growth, NVDA Returned $26B Last Quarter; PLTR Showcases Sovereign AI Wins With NVIDIA/Cisco/FAA; BE vs. FCEL Data-Center Fuel Cell Debate; MU Down 19% From High; Meta Announces Quarterly Cash Dividend (META Falls More Than Market Per Zacks); Apple IBD Stock of the Day Rebounds After iPhone Duo Debut (AAPL -0.28% at $315.34 on ~65.6M); UBER Pops After CEO Buys $10M of Shares; ACN Wins $480.4M US Army Contract; Blackstone's AirTrunk Seeks $1.6B Loan Ahead of Singapore REIT (BX In Frame); MA Partners With Flowcart on In-Chat Payments; CASY EBITDA +17.1% Yet -14.24% at $629.03 on ~2.6M; Women's Clothing Chain Closes 177 Stores (AMZN/TGT In Frame); Musk Threatens Legal Action Over New Documentary Plus 'Ship of America' Warning; SpaceX Sues Texas AG/Grimes County Over Terafab Info (SPCX Top Volume -3.86% at $147.55 on ~120.6M); INTC +1.69% at $106.24 on ~96.9M; TPC -81.34% at $16.70 on Only ~0.3M Shares Yet Carrying a Top Bullish 'Oversold Territory' Flag; Bearish Screen (9 Bullish vs 36 Bearish)
▶Trump Bans Canadian Alcohol and Dairy Imports in a Tariffs Tit-for-Tat; AMZN and ORCL 'Extremely Anxious' About the Upcoming Fed Meeting; INTC +9.05% at $104.47 on ~140.3M (top volume) as Trefis Asks if 'the Comeback Is Working,' NVDA -2.01% at $225.73 on ~123M; AMD Named IBD Stock of the Day Past Early Buy Point; AI Boom's New Costs Hit AMZN/META/GOOG; Anthropic Extinction Warning Plus Cramer's IPO Hype vs 10% Odds Chatter; RKLB Climbs but Neutron Date 'Out of Reach,' Ariane Wins Amazon Boost (SPCX +3.73% at $153.47 on ~85.8M); SMR +15.26% at $11.18 on ~54M and FCEL +18.8% at $17.76 as AI Power Demand Extends (VST/NEE/DUK in Frame); Apple Keynote Watch: 'What Will Ternus Say as His Reign Begins?' but WSJ Says the iPhone Rally May Have to Wait; TPC +434.77% at $89.52 on Only ~0.3M Shares, Carrying Both Top Bullish Momentum and Top Bearish Overextension Flags; Bearish Screen (13 Bullish vs 35 Bearish); Burry 'Pulling Back' on Risk, Sells NVDA/PLTR Dec 2026 Puts
▶Market News — Sep 8, 2026: Qualcomm Jumps on Amazon AI Chip Partnership (and Issues a Share Warrant to AMZN); INTC Rallies +4.51% at $95.80 on ~97.7M as SK Hynix +7% on AI Memory Demand; UBER Slides as the Street Sizes Up Tesla's Cybercab Rollout (TSLA -5.92% at $354.08 on ~65M), Wedbush Sees AV Benefit; S&P 500 Q2 Earnings Outpace Forecast but the Software Spot Is Soft — UiPath Slides 24% Post-Q2, PATH -16.63% at $15.19 on ~104.6M; GE Aerospace Eyes Consolidated Precision Products, Cencora's Covetrus Deal Faces Intensified FTC Scrutiny, EDF Closes €1B Green Hybrid Bond, Novartis Pipeline 'Lost Two Big Bets'; Oil Back on the Brink of $100 and Google's Revived Nuclear Plant Gets a $1.9B US Loan; Amazon Prime Air Cargo Plane Crash at Miami Weighs on AMZN/BA; NVDA Top Volume at $230.36 +0.84% on ~135.4M; Bearish Screen (11 Bullish vs 39 Bearish) with BCPC Flagged Oversold and Strong-Momentum-Down
▶Market News — Sep 7, 2026: Workday's Q2 Beat Puts WDAY +49.7% in 3 Months as the AI-Winner Search Widens to Micron and AMD; TSLA -5.92% at $354.08 on ~65M as Robotaxi Hopes Hit a Major Roadblock; LULU -17.4% on 37.4M as Nike Is Debated at -38% YTD and KO Sits Near an All-Time High; Fatal Amazon/Boeing Crash at Miami, Trump Drug Deals Hit Healthcare ETFs, CAT Power Backlog at $72B, TotalEnergies Hands Papua LNG to ExxonMobil; NVDA Top Volume at $230.36; Bearish Screen (11 vs 39) with BCPC's Thin -85.9% Print
▶Market News — Sep 6, 2026: Fed Rate-Hike Risk for Sept. 16 Overhangs a Packed Macro Week; U.S.-Iran Threat Looms Over Dow Futures as NVDA/MU/SNDK Flash Buy Signals; NVDA Top Volume at $230.36, SNDK +11.9% to $1,740; TSLA -5.92% as Cybercab Meets First Federal Test; Apple's New CEO Ahead of Fall Launch; Bearish Screen (11 vs 39) with PATH -16.6% on 105M Volume and BCPC's Thin -85.9% Print
▶Market News — Sep 5, 2026: Bitcoin Falls Below $80K, Spot ETF Inflows Collapse 76% After Strong Jobs; Alphabet -2.2% on $77.1B Unrealized-Gain Inflated Beat, Judge Spares Ad-Tech Breakup; TSLA -5.9% on Cybercab 'Bust' Talk; S&P at All-Time Highs with Abel Trimming Bank Stocks; BCPC -85.9% Bad Print
▶Market News — Sep 4, 2026: Dow Sinks as September Fed Rate-Hike Odds Near 100% After 162K Jobs; Bitcoin Names Erupt (MSTR +17.6%), NVDA to 2-Month High, Oracle Up on OpenAI Buzz
▶Market News — Sep 3, 2026: Dow Pops 600 on Fed Signal; Nvidia Confirms $12.9B Hugging Face Deal, APH Halved, BCPC -86%
▶Market News — September 2, 2026
▶Market News — Sep 1, 2026: Oil Climbs, Nasdaq Sinks, AI Earnings Dominate, Rush Street -33%
▶Market News — Aug 31, 2026: Oil Surges Past $90 on U.S.–Iran Conflict, NVDA Dominates, 41 Bearish Signals
▶Market News — Aug 30, 2026: S&P 500 Highs Carry Just Two Names; Tech Transition & Biotech Surge
▶Market Wrap — August 29, 2026: Nvidia's 279 Billion AI Bet and the Broader Market Story
▶Warsh Calls Inflation 'Concerning' as Stocks Rise; Nvidia Surges 8.7% on $12.9B Hugging Face Deal, Jensen Huang Clashes with Bill Gates, Alphabet's $205B Capex Sends GOOG Down 7%
▶Nvidia Q2 Earnings Blowout Fueling 2M-GPU Buildout as Inflation Accelerates and Bond Sell-Off Rattles Markets; Salesforce 11% Jump, Meta's $18B Overhang Cleared
▶NVIDIA Earnings Eve Triggers $280B Swing Fears as PCE Heat Hits Inflation; Meta's $18B Settlement Lifts Overhang, Big Banks Enter Stablecoin Race
▶U.S. Debt Hits $40T as AI Rally Meets Valuation Concerns; NVIDIA, Consumer Weakness, Crypto at $80K
▶Bitcoin Near $80K as Bitcoin Posts Largest Weekly Gain Ever; Trade Tensions Rise With 7.5% China Tariff Plan
▶Dow Records Biggest Single-Day Decline Since 2022, Nvidia Warns of 15% AI Server Price Hike, and Berkshire's $400B Cash Vault — Market News for August 23, 2026
▶AI Infrastructure Spending Hits $420B, Nvidia at $214.72, and D.E. Shaw's $912M SpaceX Bet — Market News for August 22, 2026
▶AI Capex Debate Intensifies, Moderna Rallies 8%, and Bitcoin Breaks $77K — Market News for August 21, 2026
▶Market News Podcast - 2026-06-22
