Good morning.
The Fast Five → Trump and Huang unite against AI doomers, AI slowdown calls prompt chip selloff, US 10-year breaches 5%, oil execs say the great fuel crisis is here, and Costco puts limits on how much gas members can buy…
📌 Moderna doubled in one day. This medical stock could be Next →
(from Stansberry Research)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Retail Sales, 8:30A
Fed Economic Projections, 2:00P
Fed Interest Rate Decision, 2:00P
FOMC Press Conference, 2:30P
Your 5-minute briefing for Tuesday, September 15:
BEFORE THE OPEN
As of market close 9/14/2026.
Pre-Market:
Market Wrap:
Futures: Dow +21 (+0.04%), S&P +0.05%, Nasdaq +0.03%
Mon: Dow -152 (-0.3%), S&P -0.5%, Nasdaq -0.6%
AI stocks slid, led by Nvidia’s 3% drop
10-year Treasury yield briefly topped 5%
Brent topped $105 as oil prices climbed
Markets see a 92% chance of a Fed hike
Focus shifts to Wednesday’s Fed decision
EARNINGS
Slow week, here’s what we’re watching:
WED:
Lennar $LEN ( ▲ 0.49% ) - Earnings to fall 35% YoY to $1.30 per share. Revenue forecast to fall 4.5% to $8.4B
#1 Stock to Own as Trump Launches Historic Mission Backing "Medical AI"
In the biggest federal push since the Apollo program that landed on the Moon...
Trump is now pouring the full support of the federal government into a new type of AI that could soon be worth 500 times more than ChatGPT.
It works 10,000 times faster than human PhDs... and Elon Musk calls the underlying tech "the most disruptive force in history."
- A sponsored message from Stansberry Research -
HEADLINES
Nvidia CEO Jensen Huang took a surprise call from President Trump onstage at the All-In Summit Monday in Los Angeles, where the two dismissed fears of an AI takeover.
Global AI stocks fell Monday after top AI leaders endorsed slowing down the development of frontier models.
Wall Street ends down, calls for AI slowdown pummel chipmakers (more)
US 10-year yields reach 5%, highest since 2023 (more)
Fed's table is set for a rate hike, a first under Warsh (more)
US senators may require AI giants to commit to preventing catastrophe (more)
China says AI CEOs’ call for a slowdown is ‘fear mongering’ (more)
Oil executives say the great fuel crisis is here (more)
Dollar rises as Middle East conflict lifts oil, Fed hike looms (more)
BofA CEO’s trading revenue warning sends bank stocks falling (more)
Musk’s X Corp and SpaceXAI resolve antitrust lawsuit against Apple (more)
Defense, space firms turn to SPACs as investor appetite soars (more)
Kioxia considers raising $10B in US listing (more)
Kimberly-Clark readies asset sales in bid for EU nod for Kenvue deal (more)
DEALFLOW
M+A | Investments
Everywhere Communications receives investment from NexPhase Capital
Xcimer Energy receives investment from RTX Ventures
Tom Beckbe receives investment from Cox Outdoors
Dell's DFO Management and Sequence to take Baldwin private in $7.7B deal
Carlyle extends reach in Canada; purchases oil and gas firm Parallax
US takes $450M stake in Tungsten firm to counter China
Crypto data firm Kaiko secures $110M funding round led by S&P Global
VC
Temporal, an open-source durable execution platform, raised $550M in Series E funding
Cornelis Networks, a provider of networking solutions for AI and HPC workloads, raised $205M in funding
Archy, an AI dental practice management platform, raised $50M in Series C funding
Flam, an AI interactive content platform, raised $40M in Series B funding
Impossible Objects, a manufacturing tech company providing 3D printing solutions for industrial-scale production, raised $40M in Series B funding
UrgentIQ, an AI-native electronic medical record and operating system for urgent care centers, raised $15M in Series A funding
Nara Health, an AI-native third party admin platform for employer health insurance, raised $14M in total Pre-Seed and Seed funding
Shennon Biotechnologies, a biotech company developing precision immunotherapies for cancer, raised $12M in funding
FAZE Security, an offensive security orchestration platform, raised $6M in Seed funding
Wyre AI, an AI-powered document intelligence platform for the construction industry, raised $5M in Pre-Seed and Seed funding
Xanh Entertainment, a virtual-to-destination fitness, entertainment, and travel platform, raised $2.5M in Seed funding
Agilis Air, a developer and manufacturer of low-cost, American-made drones and autonomy technologies, raised $1.4M in early funding
CRYPTO
Warren to rip Clarity Act on Senate floor ahead of key preliminary vote (more)
Trump agrees to stricter ethics rules to save Clarity Act crypto bill (more)
Bitcoin's late summer rally set to face off against the Fed, Congress (more)
Robinhood plans share redemptions, voting rights for stock tokens, after criticism (more)
BULLISH BITES
📈 Fed rate hike odds climb to 95%.
😬 Inside the Bessent's tense relationship with financial media.
🤝 Senator Sanders and Steve Bannon, longtime foes, to urge AI restrictions.
🍔 They built the world’s biggest fast-food chain with the Dollar General playbook.
DAILY SHARES
Have feedback or a suggestion?
💌 Send us a message
*sponsored message
Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.
