Bitcoin loses touch with the Dollar Index, U.S. stocks ahead of the Fed
Your dayahead look for Sept. 16, 2026 Source：CoinDesk
These 4 stocks could benefit most from a $3.2 trillion semiconductor opportunity
A BofA analyst expects the semiconductor market to reach $3.2 trillion by the end of the decade, shrugging off fears of an AI slowdown. Source：MarketWatch
Crypto stocks slide after CLARITY Act fails to advance in Senate
Circle and Coinbase shares fell about 10% as the failed Senate vote weighed on cryptolinked equities, with Bitcoin miners and treasury companies also…
Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses. Source：MarketWatch
Crypto stocks sink after Senate rejects Clarity Act
Coinbase, Circle and Galaxy lead a broad crypto stock selloff after the U.S. Senate failed to advance a longawaited market structure bill. Source：CoinDesk
Stocks have so far survived rising Treasury yields. But that may be about to change.
Strong earnings growth has cushioned the stock market from rising yields. But everrising bond rates may eventually take a toll. Source：MarketWatch
AI stocks are rebounding. One analyst says there’s no spending slowdown in sight.
Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.” Source：MarketWatch
Institutional investors are dangerously overinvested in stocks
Why isn’t the big money more fearful? Source：MarketWatch
Tech stocks haven’t been this cheap since the launch of ChatGPT. Should you buy in?
A potential AI slowdown has injected uncertainty into tech stocks, but some analysts believe the fears are overblown Source：MarketWatch
Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.
A slowdown in the pace of AI development wouldn’t necessary dent spending, but there are other reasons semiconductor investors may want to take a measured…
CrowdStrike and Palo Alto Networks are leading software stocks toward a never-before-seen feat
The software sector is on pace to outperform the chip sector by a historic degree in the face of escalating AI fears. Source：MarketWatch
Here’s how to prepare your portfolio for the Fed’s next interest-rate moves
History suggests the bull market in stocks will continue if the Fed raises interest rates this week, but there are things investors can do to take some…