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The S&P 500 Index ($SPX ) (SPY ) is up by +0.93% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.97%. December E-mini S&P futures (ESZ26 ) are up +1.00%, and December E-mini...

TJX trades below its industry valuation as solid comps, store expansion and earnings revisions offset rising costs and tariff risks.

Two structural shifts could reshape how investors price risk

Robinhood's CEO believes a federal program that barely exists yet could reshape how Americans build wealth for generations, but independent economists see a very different outcome unfolding.

Yahoo Finance Executive Editor Brian Sozzi runs down the warning signs in resilient markets, including surging downside volume on the NYSE (^NYA), a 5% decline in small-cap stocks from their highs, mounting pressure from oil prices (BZ=F) (CL=F), and another possible Federal Reserve rate hike. Sozzi also reacts to DJ John Summit performing a set on the NYSE trading floor.

Stocks kicked off Monday's trading session in the green as investors optimistically looked to this week's United Nation General Assembly as an opportunity for an Iran resolution. The Nasdaq Composite popped 1%. "Stocks are coming off a second week of navigating multiple obstacles—high oil prices and yields, a rate hike, renewed concerns about AI risks—without suffering too much damage," Chris Larkin at E*TRADE from Morgan Stanley said.

The Fed raised rates for the first time in three years, and bank stocks promptly sold off. What looks like a contradiction might be a warning about where the trade goes from here.

Wall Street ended a volatile week, with the Dow closing sharply lower on Friday as oil prices continued to surge and Treasury yields rose after the Federal Reserve hiked interest rates earlier in the week for the first time in three years.

Rocket Companies, Federal Agricultural Mortgage and LendingTree offer varied growth drivers as high mortgage rates pressure the broader industry.

A three-way squeeze on American businesses is forcing price increases, inventory hoarding, and in some cases bankruptcy filings

Sticky inflation, higher interest rates and pricier energy are reshaping where money flows in the market, and not every stock is built for this mix. Some businesses feel the pinch from rising costs and tighter credit, while others find fresh pricing power and cash flow strength. This article walks through three large-cap U.S. energy stocks exposed to these crosscurrents and explains how the latest macro shock could affect their risk and return profile. The three stocks covered next are just a...

Welcome to Climate Week NYC, which is being held this year alongside the United Nations General Assembly. This year, our Journal House UNGA will kick off conversations with global leaders and corporate executives to talk about various topics including energy, climate and resource security; economic security and global markets; AI, technology and the future of resilience; and geopolitical risk. Inflation is sure to be a topic of discussion this week and ahead of the U.S. midterm elections.

Bloomberg Intelligence strategist Mike McGlone says crypto faces a “lose-lose” setup as the Federal Reserve tightens policy while US equity valuations remain near historic extremes. ...

Higher rates, sticky inflation and a 10-year Treasury around 5% are squeezing lofty valuations, yet AI infrastructure spending keeps pulling fresh capital into data centers and chips. That mix of pressure and promise is where opportunity often hides. This article explains how those crosscurrents affect AI Infrastructure and Data Center Builders, then highlights three stocks from the screener that appear positively exposed to the latest Fed-driven reset. The stocks highlighted below are only a...

A state visit from Chinese leader Xi Jinping, conferences from Meta and Qualcomm, and a lot of FedSpeak form the last full week of September.

US equity investors are expected to look out for Fed speak, purchasing managers' indexes, and Iran g

CEO BRIEF NEWSLETTER FedEx CEO Raj Subramaniam is my guest on this week’s episode of WSJ Leadership Institute Presents: Leaders. And while Subramaniam may not be as well-known as his iconic predecessor Fred Smith, he has a remarkably clear, tech-driven vision of what the next era of FedEx needs to look like.

Bond markets are rewriting the rules in real time as 10 year Treasury yields push toward 5% and long bonds move above 5.3%, while inflation pressures from triple digit oil and pricier fuel ripple through funding costs and valuations. That mix can reshape which liquidity providers and Treasury market specialists benefit most. This article explains the backdrop in detail and then examines three stocks that appear positively exposed to this shift in yields and policy expectations. The stocks...

Trump’s Federal Open Market Committee (FOMC) scoldings continue to fall on deaf ears.

Among the major deals in focus are Paramount Skydance and Warner Bros. Discovery’s merger, Fertitta Entertainment’s acquisition of Caesars Entertainment, Norfolk Southern’s merger with Union Pacific, and FedEx’s acquisition of InPost.

US and China are suddenly talking about AI guardrails and tariff tweaks, and that mix of risk control and trade recalibration is quietly reshaping expectations for industrials linked to both economies. Investors who ignore that shift risk missing where capital and supply chains might gradually re-route. This article walks through 3 stocks exposed to this news backdrop and explains how each could be helped or hurt as policy signals evolve. The stocks covered below are only a starting sample,...

The federal government handed IBM $1 billion last week to help the build the first pure play quantum wafer foundry in the US.

Tariffs, pricier fuel and higher interest costs are reshaping which U.S. oil refiners and fuel infrastructure stocks can turn elevated diesel and jet fuel margins into durable cash flow. Some businesses are seeing freight and financing pain. Others are collecting richer spreads on every barrel they process or store. This article examines how that tension plays out and profiles 3 stocks exposed to the same news but in different ways. The three stocks profiled next are just a sample of the...

"Having 2,000 items at or below $1 is very meaningful for the consumer, always has, but especially in this environment."

Investing.com -- Jefferies expects the S&P 500 to extend its gains through the end of 2026 and into next year, arguing that stronger-than-expected corporate earnings and continued artificial intelligence investment can outweigh risks from inflation, higher oil prices and elevated bond yields.

On September 7, 2026, the Wall Street Journal reported that federal investigators are examining the landing speed, braking systems, and weather conditions of a fatal Amazon.com, Inc. (NASDAQ:AMZN) cargo plane crash in Miami. They are also checking whether runway safeguards worked properly and reviewing the contract between Amazon and flight operator 21 Air. Video of […]

Interest rates are higher again, inflation is stuck at 3.4%, and the Federal Reserve is openly comfortable keeping borrowing costs elevated for longer. That mix hurts some areas of the market and can support others, especially where cash balances and idle dollars matter. This article walks through three US brokerage and cash-sweep platform stocks exposed to this rate backdrop and explains how the current setup could help or hurt investors who own them. The three broker and platform stocks...

West Pharmaceutical Services recently announced it will phase out a product line at its Scottsdale facility by the end of September, resulting in 98 layoffs and related manufacturing work being shifted to other Becton, Dickinson and Co. locations. At the same time, the company’s push into higher-value products and Annex 1-related sterility upgrades is being tempered by cyber incident disruptions in its West Vantage segment and tariff- and commodity-driven cost pressures. We’ll now examine...

You need an actual strategy to avoid falling behind.

Markets enter a diplomatically significant week as China's President Xi Jinping arrives in Washington September 23 for historic summit meetings September 24. The summit addresses critical trade, technology, and geopolitical issues including tariffs, AI competition, and Taiwan tensions.