The Fed hit us with a hawkish rate hike, but yields caught their breath and our mega-cap tech led the rally
← Thursday, September 17, 2026 · Archive
Morning brief: The Fed hit us with a hawkish rate hike, but yields caught their breath and our mega-cap tech led the rally
Stocks Rebound After Hawkish Fed Rate Hike: Markets rebounded as Treasury yields stabilized following the Federal Reserve's quarter-point interest rate hike, leading mega-cap tech higher. Oklo Spikes 11.31% on Bullish Analyst Launch: Oklo surged 11.31% as Piper Sandler initiated coverage with an Overweight rating and $55 target, citing AI nuclear energy demand. Moderna Surges 8.55% on Cancer Vaccine Gains: Moderna rallied 8.55% as momentum built following landmark Phase 3 melanoma vaccine results and recent FDA approvals for updated shots. DraftKings Drops 7.64% on Insider Sales: DraftKings fell 7.64% as regulatory uncertainty, insider selling filings, and ongoing profitability concerns continued to weigh on the stock. Watch Central Banks and Micron Earnings: Traders should monitor global central bank rate decisions and Micron's upcoming earnings report on September 30 for the next major AI signal.
Stocks Rebound After Hawkish Fed Rate Hike
Markets rebounded as Treasury yields stabilized following the Federal Reserve's quarter-point interest rate hike, leading mega-cap tech higher.
Oklo Spikes 11.31% on Bullish Analyst Launch
Oklo surged 11.31% as Piper Sandler initiated coverage with an Overweight rating and $55 target, citing AI nuclear energy demand.
Moderna Surges 8.55% on Cancer Vaccine Gains
Moderna rallied 8.55% as momentum built following landmark Phase 3 melanoma vaccine results and recent FDA approvals for updated shots.
DraftKings Drops 7.64% on Insider Sales
DraftKings fell 7.64% as regulatory uncertainty, insider selling filings, and ongoing profitability concerns continued to weigh on the stock.
Watch Central Banks and Micron Earnings
Traders should monitor global central bank rate decisions and Micron's upcoming earnings report on September 30 for the next major AI signal.
Posture: With Fear & Greed at 29, we adopt a Neutral posture, leveraging fear-driven market pullbacks to accumulate proven fundamental winners.
Tickers in focus: QQQ, MU
Upcoming earnings
The day's moves on the ledger
No slate changes were logged this day.