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Earnings, M&A, analyst calls, sector rotation. Independent equity research updated continuously — every story tagged with the tickers it moves and the sources it cites.

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Published · Sep 28 · 08:29 ET
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6 stories
SPY editorial cover (stocks)
Stocks
Microsoft’s AI Leadership Tests Meta’s Cash Flow and Intel’s High Valuation

On September 28, 2026, Microsoft led a tech rally with its efficient AI rollout and Azure growth, while Meta and Intel faced investor skepticism due to high AI

SPY editorial cover (stocks)
Stocks
Microsoft’s AI Push Lifts SPY but Meta’s Cash Burn Signals Caution

The S&P 500’s rebound, led by Microsoft’s AI-driven growth, signals investor optimism around monetizing AI innovations.

SPY editorial cover (stocks)
Stocks
AI Stocks Split as Rising Yields and Middle East Tensions Shake Markets

The S&P 500 slipped slightly on September 25, 2026, pressured by rising oil prices and Treasury yields fueled by Middle East tensions and hawkish Federal

SPY editorial cover (stocks)
Stocks
SPY Slides as Tech Stocks Falter Amid Rising Treasury Yields and Energy Costs

The S&P 500 ETF (SPY) fell 0.72% on September 24, 2026, pressured by Treasury yields reaching their highest since 2007 and rising oil prices.

US editorial cover (stocks)
Stocks
Tech Giants Falter as Treasury Yields Surge to 2007 Levels, Fueling Energy Sector Rally

On September 23, 2026, US stocks fell broadly with tech shares leading the decline amid Treasury yields reaching 5.135%, the highest since 2007.

ADBE editorial cover (stocks)
Stocks
Adobe's Soft Q4 Outlook Tests AI Growth Story Amid Leadership Change

Adobe (ADBE) saw its shares decline by over 4.5% on September 23, 2026, a notable drop despite the company reporting stronger-than-expected third-quarter

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Showing 1–12 of 205
SPY editorial cover (stocks)
Stocks
AI Commercialization Fuels Tech Rally: Intel, Meta, AMD Lead S&P 500 Surge

The S&P 500 experienced a significant rally on September 21, 2026, driven primarily by a robust surge in the technology sector.

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PEP editorial cover (stocks)
Stocks
PepsiCo's Slide Signals Deeper Shift From Defensive Staples

PepsiCo (PEP) experienced a notable decline of 2.9253% today, September 21, 2026, a move that reflects more than just company-specific news.

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SPY editorial cover (stocks)
Stocks
AI Demand Defies Fed Hike, Safety Warnings

The US stock market, led by a robust tech sector, delivered its best performance in six weeks on September 17, 2026, with the S&P 500 (SPY) climbing 1.1339%.

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SPY editorial cover (stocks)
Stocks
AI Revival Fuels Tech Rally: Intel, AMD, Oracle Lead Post-Fed Surge

The technology sector experienced a robust rally on September 17, 2026, with the S&P 500 (SPY) climbing 1.1339% and the Technology Select Sector SPDR Fund

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ORCL editorial cover (stocks)
Stocks
Oracle’s AI Spending and Layoffs Pressure Stock Despite Strong Cloud Growth

Oracle (ORCL) stock declined 3.07% on September 15, 2026, closing at $140.35, despite beating Q1 FY27 earnings expectations.

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