Crypto Pulse—Stocks

The last session was Friday, September 18, and the three indexes split: the Nasdaq Composite rose 0.39%, the S&P 500 0.17%, and the Dow fell 0.18%. The stock in focus is Strategy (MSTR), up 16.39% at $153.92. ⚠ Its industry bucket averaged −1.19% that day, so this was a counter-move, not a group led higher. At 10:30 UTC today Chicago Fed President Goolsbee speaks in public, the first Fed official to do so since the September 16 hike. Academy is the Monday weekend catch-up: China revenue share, f

The previous session was Thursday, September 17. All three indexes rebounded: the Nasdaq Composite rose 1.69% to 26,418.30, the S&P 500 rose 1.13% to 7,637.05 and the Dow Jones Industrial rose 0.61% to 51,778.04. Stocks fell on Wednesday's hike day and took it all back and more on Thursday. The stock in focus is Intel (INTC), up 7.67% to $108.80 and adding $39.1B of market value in one session. The Nasdaq semiconductor industry averaged only 0.59% that day, leaving 7.08 points of excess return,

The previous session was Wednesday, September 16. The Fed raised the federal funds range to 3.75%–4.00%, a 25 basis point move passed 12–0, and the first hike since 2023. The statement says inflation remains elevated and that the hike is meant to return inflation to 2% more promptly. All three indexes closed lower, but the spread between them was wide: the Dow Jones Industrial fell 1.21% to 51,461.90, the S&P 500 fell 0.43% to 7,553.33, and the Nasdaq Composite fell 0.01% to 25,978.42, essential

What to KnowThe Fed raised its target range by 25 basis points to 3.75%–4.00%, from 3.50%–3.75% held since December 2025.The decision was unanimous, 12–0. It was Chair Kevin Warsh's first rate-hike vote.The median projected federal funds rate for end-2026 rose to 4.1%, up from 3.8% in June.16 of 18 officials projected at least one additional increase this year; four projected two.The 2026 PCE inflation forecast rose from 3.6% to 3.7%; core PCE from 3.3% to 3.4%.The 2026 unemployment forecast fel

The last session was Tuesday, September 15. All three indices closed lower the day before the decision, with the S&P 500 down 0.45% at 7,585.51, the Nasdaq Composite down 0.78% and the Dow Jones Industrial down 0.63%. The pressure came from the bond market: the 10-year Treasury yield touched 5% on Monday, its highest since 2023. Today's stock in focus is Skyworks (SWKS), up 13.55% at $90.00, and what rose was a merger close to the finish line. The $22B combination with Qorvo is in its final stag

Circle fell around 8–9% on September 15, 2026 after the U.S. Senate failed to invoke cloture on the CLARITY Act, 49–50 against a 60-vote threshold. The bill is not dead — a senator voted no specifically to preserve a motion to reconsider. Circle launches the Arc public mainnet on September 16, giving it a company-specific catalyst one day after a sector-wide setback.Circle Internet Group enters September 16 with two catalysts pulling in opposite directions.On Tuesday the Senate failed to invoke

CrowdStrike jumped about 14% to a record high on September 14, 2026, as calls from AI lab leaders for slower model development pushed investors out of semiconductors and into cybersecurity. The rotation landed on a company that had spent the previous two weeks launching Falcon Guardian and tying it to OpenAI, Google Cloud and Anthropic. Whether that becomes revenue is the open question.CrowdStrike was the clearest winner from Monday’s rotation. CRWD hit an all-time high on a 14% jump while semic

Micron demonstrated the world's first 512GB DDR5 server memory module on September 15, 2026, one day after AI-slowdown warnings knocked memory stocks lower. The module targets AI inference, analytics and other memory-hungry server workloads rather than GPU training. Volume production is not expected until the second half of 2027, so the nearer catalyst is Micron's fiscal Q4 earnings on September 30.Micron Technology gave investors a reason to look past the previous day's selloff. On September 15

The last session was Monday, September 14. All three indices closed lower, with the S&P 500 down 0.48% at 7,620.25, the Nasdaq Composite down 0.56% and the Dow Jones Industrial down 0.29%. Rates did most of the work: the 10-year Treasury yield reached about 5.0%, its highest since October 2023. The gap between sectors was far wider than the index move. A public dispute over the pace of AI development set off a selloff in chip names, the semiconductor ETF fell more than 4% in a single day, and mo

The Federal Reserve enters its September meeting with markets increasingly expecting a 25-basis-point interest rate hike, a sharp change from earlier expectations that rates could remain unchanged.The Federal Open Market Committee will meet on September 15–16, with its policy statement scheduled for 2:00 p.m. ET on September 16, followed by Chair Kevin Warsh’s press conference at 2:30 p.m. ET. Because this is also a quarterly projection meeting, the Fed will release an updated Summary of Economi