September 23, 2026
Equities closed mixed as SPY dipped 0.7%, with chip stocks NVDA and AMD each down 1.5% alongside weakness in fintech (SOFI -3.6%, FUBO -4.9%) and streaming (TTWO flat, TTD -3.8%). The outlier: PLTR surged 3.7% to its year high, signaling renewed appetite for enterprise AI/infrastructure plays. Treasury yields remain elevated, pressuring rate-sensitive names, while CRM's 1.8% pop and U's 2.3% jump suggest selective rotation into cloud and fintech infrastructure. Watch overnight for Trump-Xi summit implications on auto/tech supply chains and earnings season momentum into tomorrow.
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The Call · Market moves · While you were away · Why it's moving · The conversation · Opportunities
| Ticker | Price | Change |
|---|---|---|
| NVDA | 225.51 | ▼ -1.47% |
| AMD | 614.61 | ▼ -1.47% |
| HIMS | 28.39 | ▼ -6.70% |
| SOFI | 16.55 | ▼ -3.55% |
| LULU | 102.28 | ▼ -1.40% |
| AAPL | 337.02 | ▼ -0.80% |
| COIN | 198.13 | ▼ -1.46% |
| FUBO | 9.63 | ▼ -4.94% |
| ELF | 100.78 | ▼ -1.31% |
| SPCX | 148.36 | ▼ -4.11% |
| ADBE | 240.69 | ▲ +1.02% |
| SPY | 767.81 | ▼ -0.72% |
| CRM | 237.58 | ▲ +1.84% |
| BMNR | 27.46 | ▼ -4.52% |
| PLTR | 191.79 | ▲ +3.68% |
| TTD | 12.68 | ▼ -3.79% |
| HOOD | 122.70 | ▼ -1.25% |
| TSLA | 380.12 | ▲ +0.32% |
| HNST | 5.18 | ▼ -4.25% |
| U | 44.10 | ▲ +2.30% |
| TTWO | 206.32 | ▲ +0.38% |
| MU | 1,071.88 | ▼ -2.22% |
| BTC | 84,432.94 | ▼ -2.16% |
- HIMS -6.7%
- SOFI -3.6%
- FUBO -4.9%
- SPCX -4.1%
- CRM +1.8%
- BMNR -4.5%
- PLTR +3.7%
- TTD -3.8%
- HNST -4.3%
- PLTR — Enterprise AI and infrastructure demand accelerating; year-high close reflects investor rotation into data/defense-adjacent plays.
- CRM — Cloud and enterprise software benefiting from selective risk-on rotation despite macro headwinds.
- NVDA — GF Value analysis flags 42.9% undervaluation but insider selling raises caution; macro rate sensitivity weighing on chip sector.
- SOFI — Stablecoin card initiative ($25B bet) mixed sentiment; broader fintech under pressure from Treasury yields.
AI infrastructure capex cycle (PLTR, Jensen Huang narrative, Bessemer fund) · Treasury yield surge and rate-sensitive selloff (fintech, growth) · Trump-Xi summit: supply chain, auto, China tariff implications · Enterprise AI adoption (CRM, cloud tooling, agent commerce early signals) — hottest: AI infrastructure and enterprise adoption outpacing macro headwinds; PLTR breakout signals institutional shift.
- Bessemer $5.75B AI fund open; agent commerce tooling, edge infrastructure targets hot.
- Meta-Amazon Muse standoff signals demand for creator-to-commerce infrastructure plays.
- OpenAI-Anthropic UN testimony: compliance tooling and regulatory-grade AI frameworks opportunity.
- YouTube micro-drama-to-TV pivot: short-form agent content monetization emerging.
- Palantir momentum: enterprise data orchestration and governance layers in demand.
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