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

The major averages sold off on Wednesday as a sharp surge in Treasury yields heightened traders’ fears of more interest rate hikes from the Federal Reserve.

Author Posted on September 23, 2026Categories Uncategorized

Markets are rapidly coming around to the reality that the Fed has a lot more work to do

History shows that isolated tweaks are rare.

Author Posted on September 23, 2026Categories Uncategorized

Bonds are getting thumped as yields surge. Here’s what it means for the 60/40 portfolio

For the long-term investor, it doesn’t hurt to check duration and credit quality, as well as shop around for inflation protection.

Author Posted on September 23, 2026Categories Uncategorized

These stocks have thrived during past rate-hiking cycles. Bank of America says buy them now

The bank said quality stocks should “continue to lead given the likelihood of more Fed hikes,” while value stocks have a chance to accelerate as profits grow.

Author Posted on September 23, 2026Categories Uncategorized

Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name

Katie Stockton breaks down the charts on Arm Holdings.

Author Posted on September 23, 2026Categories Uncategorized

Value investors retool their models to keep up with the AI stock market

A more flexible definition of value has helped one fund outperform at a time when the fastest hands are rewarded for holding the hottest growth stocks.

Author Posted on September 23, 2026Categories Uncategorized

Investor Stephanie Link looks for strong brands making a comeback. This retailer fits the bill

Target’s sales and traffic are improving as new leadership pushes ahead with a multibillion-dollar turnaround plan.

Author Posted on September 23, 2026Categories Uncategorized

Salesforce is set to rebound after a recent pullback. How trader Tony Zhang is playing the bounce

CRM pulled back and opened a gap between price and the underlying fundamentals says Tony Zhang.

Author Posted on September 23, 2026Categories Uncategorized

Michael Burry adds to shorts as Nasdaq-100 hits all time high. Why he’s betting against chips

Chinese production capacity could determine whether cyclicality returns to the memory sector after a historic boom.

Author Posted on September 23, 2026Categories Uncategorized

One hyperscaler’s rally is just getting started, Wolfe Research says

Amazon shares are poised to make considerable gains as an AI-focused push continues to pay off, according to the Wall Street researcher.

Author Posted on September 23, 2026Categories Uncategorized

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RSS MarketWatch: Stock Market News

  • Anthropic’s slowing growth could be the AI trade’s latest red flag October 15, 2026
    Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors’ AI jitters
    Christine Ji
  • Rocket Lab’s stock slides as the company pushes back Neutron’s first launch October 15, 2026
    Neutron, a medium-lift rocket meant to rival SpaceX’s Falcon 9, will no longer launch this year.
    William Gavin
  • The AI trade is splintering as inflation fears rattle hyped-up tech stocks October 14, 2026
    Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.
    Christine Ji
  • My sister moved in with our mother, 78, and says she deserves the $925,000 family home. Is she right? October 14, 2026
    “The house is worth $925,000 and mom owns it outright. She also has $480,000 in investments.”
    Quentin Fottrell
  • ‘Some people did everything right’: I lost my home in the Great Recession. I rent in my 50s. Why is that judged as failure? October 14, 2026
    ”I earn $110,000 a year.”
    Quentin Fottrell
  • You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go. October 14, 2026
    For most of U.S. history, an all-stock and a 60-40 portfolio have run neck-and-neck for trailing 30-year returns.
    Mark Hulbert
  • Your Social Security check will rise an average of $75 a month — will it be able to keep up with inflation? October 14, 2026
    The 3.6% COLA for 2027 is aimed at helping more than 68 million beneficiaries keep pace with the cost of living
    Jessica Hall
  • Big banks see risks in financing the AI boom, but are happy to keep writing the checks October 14, 2026
    The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to slow down.
    Tomi Kilgore
  • CoreWeave’s AI bonds tumble, raising red flags for the wider market October 14, 2026
    CoreWeave’s bonds issued a few months ago fell to 81 cents on the dollar earlier Wednesday, yielding more than 15%.
    Christine Idzelis
  • From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast October 14, 2026
    Buckle up: Small-cap stocks just hit a market milestone they’d rather avoid.
    Isabel Wang

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