Fed rate decision and Warsh comments roiled markets. Where to find opportunities

CNBC spoke with several investors who said the Fed decision is also a catalyst to reposition portfolios.

Micron, Intel and other chip stocks are furthering their strong comebacks September 17, 2026
Investor fears about an AI spending slowdown and the impact of interest-rate hikes are subsiding.
Britney Nguyen
The 10-year Treasury is having its worst run in over 100 years. Why investors are buying bonds anyway. September 17, 2026
“The higher that yields go — for at least new money — it becomes more enticing to think about putting money into bonds,” one strategist notes.
Joy Wiltermuth
Wall Street is betting Trump backs down on Iran — but what if the ‘TACO’ trade fails this time? September 17, 2026
For six months, investors had a playbook: when Trump threatens Iran, buy the dip, because he always backs down. But in September, the playbook stopped working.
Isabel Wang
Tesla’s upcoming product frenzy could leave investors disappointed September 17, 2026
Slower-than-expected robotaxi progress is still a chief concern, according to experts.
William Gavin
Pet insurance or savings account: What’s the best way to plan for a big vet bill? September 17, 2026
You want to make sure your pet can receive the care they need when an emergency happens — but is pet insurance the best way to prepare for that?
Genna Contino
Pokémon has turned 30, and Target is set to cash in on the anniversary craze September 17, 2026
As people clamored for Pokemon’s 30th-anniversary card set, Mizuho analysts noted long lines and sold-out items at Target stores.
Bill Peters
Saudi Arabia is now pushing to export more oil through the Strait of Hormuz September 17, 2026
With its East-West pipeline shut down, the Straight of Hormuz is the best avenue available and its spigot has recently opened up. Will it last?
Claudia Assis
My brother-in-law expects my husband and me to pay for his food every time we go out. How can I tell my husband I don’t want to do this anymore? September 17, 2026
“We also pay for the daughter’s food and drinks and she doesn’t usually even eat half of the meal.”
Aditi Shrikant
This is the only cybersecurity stock that can post big gains, according to one analyst September 17, 2026
Zscaler’s stock has missed out on the cybersecurity sector’s big rally this year — but it could soon get its moment in the spotlight
Hannah Pedone
Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery September 17, 2026
BofA analysts say Amazon’s reported plans to expand same-day fulfillment centers represent an effort to make basic goods “immediately accessible.”
Bill Peters