Wednesday’s big stock stories: What’s likely to move the market in the next trading session

The three major averages fell for a third session as bond yields and oil prices rose Tuesday. Tune in to CNBC Wednesday for Berkshire Hathaway CEO Greg Abel.

Why Microsoft’s stock could rally another 20% even after a summer winning streak September 1, 2026
A BofA analyst says Microsoft’s full-stack strategy and custom chips are driving superior AI economics.
Christine Ji
Global oil prices surge above $94 a barrel after the U.S. strikes Iranian targets September 1, 2026
Oil prices on Tuesday extended their increase from morning action after the U.S. military said it struck Iranian targets in the Strait of Hormuz in response to Tehran’s overnight attacks on ships transiting the vital waterway.
Isabel Wang
There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor September 1, 2026
Well-known investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary technologies.
Jules Rimmer
Are rising bond rates really so bad? Maybe not, say these experts. September 1, 2026
The near-zero interest rates that characterized the decade after the global financil crisis were a sign of economic dysfunction. Higher rates reflect a stronger demand for capital and robust economic growth.
Jules Rimmer
Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved. September 1, 2026
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
Quentin Fottrell
Get over your fear of haggling — and start saving real money September 1, 2026
If you ask for a lower price on something, the worst they can do is say no.
Genna Contino
Vanguard’s S&P 500 index fund changed how we invest — but there may be a smarter way to get a piece of the market September 1, 2026
When everyone indexes, what is the market?
Brett Arends
‘It’s not fair’: My twin brother and I were left houses by our parents. Can I make him pay his share for taxes and upkeep? September 1, 2026
“I am frustrated and financially exhausted from continuing to invest my own money into these properties.”
Quentin Fottrell
Maybe the snowbirds are right? One state dominates this list of best places to retire. September 1, 2026
Access to healthcare, recreation, and low taxes lure retirees, new research says
Jessica Hall
As U.S. bond prices tumble, yields are jumping globally — from Japan to the U.K. and beyond September 1, 2026
The old adage that the rest of the world sneezes when the U.S. catches a cold very much applies to bonds as well.
Steve Goldstein