US Stock Market News
S&P 500 & Nasdaq moves, earnings, Fed and macro, and single-stock catalysts — original analysis for investors.
BearishXiaomi, Sub-$100 Smartphone Shipments Collapse as Memory Costs Soar
Xiaomi’s sub-$100 shipment share fell from 27.7% in the first half of 2025 to 11.2% a year later, according to CNBC.
Sep 13, 2026
NeutralXi Jinping Urges BRICS Middle East Push as Iran Sanctions Test China
Xi Jinping’s Sept. 13 remarks pair a BRICS peace initiative with China’s exposure to Iranian energy and tighter U.S. financial sanctions.
Sep 13, 2026
Bullish$BMRN$ASNDBioMarin, 5% jump follows global Yuviwel patent settlement with Ascendis
BioMarin rose 5% on Aug. 31 after settling Yuviwel litigation; Ascendis will pay royalties through May 20, 2030, while gaining a worldwide navepegritide license.
Sep 13, 2026
NeutralAugust CPI, a 3.4% Forecast Puts the Federal Reserve’s Next Call in Focus
August CPI arrives Friday at 8:30 a.m.; Dow Jones forecasts 0.4% monthly headline inflation and 2.4% annual core inflation.
Sep 13, 2026
Bullish$AAPL$TSM$TWLOApple Leads Five Stocks Near Buy Points After Foldable iPhone Debut
Apple unveiled one foldable iPhone and two other models on Sept. 11, while Taiwan Semiconductor and three named peers joined a five-stock watch list.
Sep 13, 2026
Neutral$QQQI$ARCC$SGOVDividend Portfolio, Six Holdings Target $94,800 While Managing IRMAA
VIG, VYM, FDVV, QQQI, ARCC and SGOV require an estimated $1.5 million to $1.7 million to target $7,900 a month, Yahoo Finance reports.
Sep 13, 2026
Neutral$DOOBRP Inc. (DOO) raises outlook after $0.18 quarterly loss as tariffs squeeze margins
BRP Inc. reported $2.24 billion of second-quarter revenue, up 18.5%, but lost $0.18 per share as tariffs cut margins; full-year guidance rose.
Sep 13, 2026
Bullish$CIENCiena (CIEN) backlog reaches $8.5 billion as AI-network demand accelerates
Ciena reported $1.67 billion in third-quarter fiscal 2026 revenue, a $8.5 billion backlog and fiscal 2027 margin guidance up to 27%.
Sep 13, 2026
Bullish$NVONovo Nordisk, STEP Young Opens a Pediatric Test for Wegovy
Novo Nordisk’s semaglutide trial met its primary endpoint, with 40.4% of treated children no longer classified as obese after 68 weeks.
Sep 13, 2026
Bearish$PFEPfizer Dividend Under Pressure as Payout Tops 100% and Cash Coverage Tightens
Pfizer’s earnings do not cover its dividend, but Yahoo Finance reports a roughly 90% cash payout ratio and nearly $12.7 billion in cash.
Sep 13, 2026
BearishFederal Reserve rate-hike odds reach 70% next week as inflation pressure builds
Federal Reserve hike odds reached 70% for next week after August PPI rose 0.4% and U.S. crude climbed 4% above $100 a barrel.
Sep 13, 2026
BearishU.S. CPI rises 0.4% in August as markets price a 90% Fed hike chance
U.S. CPI rose 0.4% in August and core CPI gained 0.3%, lifting markets’ odds of a quarter-point Federal Reserve hike to nearly 90%.
Sep 13, 2026
Neutral$WMTWalmart, Record U.S. Cyclosporiasis Outbreak Ends After 12,833 Cases
Walmart sold recalled Taylor Farms lettuce as the largest cluster sickened 12,833 people across 21 states in recent months, CNBC Markets reported.
Sep 13, 2026
Neutral$ORCLOracle stock: Larry Ellison cancels planned sale of up to $7.5 billion
Oracle founder Larry Ellison canceled a June 22 trading plan to sell 50 million shares, leaving his more-than-40% stake intact as stock falls 23% this year.
Sep 13, 2026
Bullish$MAMAMama’s Creations, 55% Revenue Growth Meets an 86.56-Times Valuation
Mama’s Creations posted $54.6 million in fiscal Q2 2027 revenue as adjusted EBITDA rose 68.9% to $5.5 million, according to Yahoo Finance.
Sep 13, 2026
BullishSky Protocol’s SKY Token, Standard Chartered Sets a $0.325 Target
Sky Protocol’s SKY traded at $0.065, implying 400% upside through 2028 to Standard Chartered’s target, according to Yahoo Finance.
Sep 13, 2026
BearishUniversity of Michigan Sentiment, Inflation Fears Drive Index to 47.8
University of Michigan sentiment fell 7.5% from August and 13.2% from a year earlier, while its one-year inflation outlook reached 4.6%.
Sep 13, 2026
BearishJim Cramer Warns Investors, 2018’s 20% S&P 500 Slide Looms as a Parallel
Jim Cramer warned on Sept. 11, 2026, that oil near $100 a barrel and the 10-year Treasury yield approaching 5% echo fall 2018.
Sep 13, 2026
NeutralAnthropic, Amodei Proposes a Three-Step Plan to Pace AI Advances
Anthropic CEO Dario Amodei published the proposal on Sept. 12, 2026, after researcher Jacob Coxon resigned over concerns about Anthropic and OpenAI.
Sep 13, 2026
Bullish$GM$FGeneral Motors, $900 Million Battery Bet Targets a Domestic Supply Chain
General Motors plans sodium-ion production with Peak Energy around 2029 as China controls 80% of battery production, according to CNBC.
Sep 12, 2026
Neutral$GEBerkshire Hathaway, GE’s $11.75 billion casting deal revives Precision Castparts value
Berkshire Hathaway’s Precision Castparts faces a new valuation test after GE Aerospace agreed to buy rival Consolidated Precision Products for $11.75 billion.
Sep 12, 2026
Bearish$XOM$CVXBrent Crude at $104.61 as Trump Sees Iran War Ending After Midterms
Brent settled at $104.61 and WTI at $100.05 Friday as Trump predicted oil would fall sharply after the Iran war ends.
Sep 12, 2026
BullishU.S. Crude Oil Tops $102, China Holds the Rally’s Next Key
U.S. crude oil rose about 50% from its $68.55 summer low, while China’s imports held near 7 million barrels per day in July and August.
Sep 12, 2026
Bearish$AAPL$MSFTU.S. CPI Inflation Holds at 3.4% — Energy Costs Deepen the Squeeze
U.S. CPI inflation held at 3.4% annually in August 2026, while gasoline rose nearly 4% monthly and airfare nearly 3%, CNBC reported.
Sep 12, 2026