The Fed hit us with a hawkish rate hike, but yields caught their breath and our mega-cap tech led the rally

GainStreet Daily Brief · Friday, September 18, 2026

AI-generated research · published by Today is Tomorrow LLC · how we use AI · not financial advice

Morning brief: The Fed hit us with a hawkish rate hike, but yields caught their breath and our mega-cap tech led the rally

Published Sep 18, 2026, 8:00 AM EDT

Markets rebounded as Treasury yields stabilized following the Federal Reserve's quarter-point interest rate hike, leading mega-cap tech higher.

Oklo surged 11.31% as Piper Sandler initiated coverage with an Overweight rating and $55 target, citing AI nuclear energy demand.

Moderna rallied 8.55% as momentum built following landmark Phase 3 melanoma vaccine results and recent FDA approvals for updated shots.

DraftKings fell 7.64% as regulatory uncertainty, insider selling filings, and ongoing profitability concerns continued to weigh on the stock.

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

No lineup changes this day.