Stock Market Recap — Sep 17, 2026
Stocks post six-week best gain after Treasury yields and oil retreat
Lower oil prices and a retreat in Treasury yields turned an overnight rates reversal into a broad US relief rally, with technology leading through the close. Corporate catalysts favored AI, defense and media, while the yen weakened after the BOJ’s widely expected rate increase. • Markets/Rates: The Nasdaq gained 1.7%, the S&P 500 rose 1.1% and the Dow added 0.6% as the 10-year yield fell to 4.946% and Brent retreated from elevated levels. • AI/Technology: Nvidia rose after Jensen Huang forecast that chip sales would double in the coming year. The company also committed $2 billion to Brookfield’s AI infrastructure fund, while CoreWeave announced a $3 billion convertible-bond offering. • Defense/Media: Lockheed advanced after the State Department notified Congress of a proposed $24.3 billion Saudi F-35 sale. Warner Bros. Discovery gained after the FCC cleared Paramount Skydance to use foreign financing above 25% for its proposed acquisition. • BOJ/FX: The BOJ raised its policy rate by 25 basis points to 1.25% in a split vote, but the yen fell to 156.73 per dollar and Nikkei futures extended gains. • Regulation/Tokenization: Securitize surged after the SEC granted authorized venues five-year exemptions to trade qualifying tokenized shares.
Intraday Updates
- 02:56 ET: Treasuries rebound while yen slides to 155.72 per dollar (44 stories)
- 07:16 ET: US futures rebound while BOE scraps long-end gilt sales (100 stories)
- 10:24 ET: Securitize jumps after SEC clears tokenized stock trading (100 stories)
- 15:14 ET: Lockheed rises on Saudi F-35 package as Nvidia forecasts chip sales will double (75 stories)
- 20:04 ET: Stocks post six-week best gains as FCC clears Paramount-Warner foreign financing (48 stories)