Market Updates

Stay ahead of the markets with Dylan's daily insights, breaking news analysis, and curated morning watchlists.

Market News

Breaking news and analysis from the financial markets

Sep 23, 2026 · Wed

Meta built the AI shopper. Shopify got paid.

Shopify shares jump 7% after partnering with Meta’s Muse AI for Shop Pay checkout, while Amazon moves to block unauthorized shopping agents.

Sep 22, 2026 · Tue

AMD just became a trillion-dollar company. One week ago, AI's own founders were begging the industry to slow down.

AMD crossed $1 trillion as tech stocks rallied—just days after AI founders warned of industry risks. Here’s what’s really driving the market swing.

Sep 21, 2026 · Mon

This is the quietest economic calendar in a month — no central bank decisions and almost no data. Two events on Wednesday and Thursday will still set the tone for the rest of the year.

A quiet economic week puts focus on Costco (COST) Q4 earnings and the White House Xi-Trump summit. Get key market expectations and rate outlooks.

Sep 20, 2026 · Sun

Moderna presented the best cancer data in its history on Friday morning and the stock opened up 9%. It closed down 2.55%.

Moderna (MRNA) jumped 9% on Phase 3 cancer data before closing down 2.5%. Explore why MRNA fell on historic results and what it means for biotech stocks.

Sep 19, 2026 · Sat

The S&P 500 closed higher Friday and finished the week within striking distance of a record. Netflix closed at $71.79, its worst level in more than a year, because one analyst decided people are watching less of it.

S&P 500 nears a record high while Netflix (NFLX) plunges 4.6% after a Wells Fargo downgrade over falling viewer engagement. Get the latest market recap.

Sep 18, 2026 · Fri

The Federal Reserve raised interest rates Wednesday to slow the economy down. Thursday morning, a generator company in Wisconsin booked a $2.4 billion order from Amazon.

The Fed raised rates to cool the economy, but Amazon's $2.4B order with Generac shows why data center power demands won't slow down.

Sep 17, 2026 · Thu

American shoppers spent more in August than in any month since March. The country's largest intermodal trucker just said it can't afford to haul the goods.

Discover why retail sales surged while J.B. Hunt slipped—exploring trucking cost headwinds, surging diesel prices, and the Fed's latest rate decision.

Sep 16, 2026 · Wed

Chevron closed at a 52-week high Tuesday. The Fed spends Wednesday trying to slow the economy that just made it.

Chevron hits a 52-week high as oil prices surge and dividends remain strong. Discover how Red Sea pipeline halts and the Fed rate decision impact the market.

Sep 15, 2026 · Tue

AI's own founders asked the industry to slow down. Micron lost $51 a share without a single word about its business.

Micron stock dropped $51 despite record earnings as AI leaders call for a development slowdown. Discover why market sentiment shifted over AI safety debates.