🗞 Newsmakers — MID ET, 2026-09-16

📊 MARKET MACRO: S&P 500 $760.20 +0.37% Nasdaq $710.39 +0.83% Dow $521.15 -0.02% Russell 2K $286.46 +0.46% VIX $16.85 -2.03% US Dollar $28.23 +0.05% Oil $156.83 -3.11% Gold $398.44 +1.09% Bitcoin $75,735.75 +0.20% Treasuries: 10Y 4.97% 30Y 5.34% Today's Fed / econ events: 20:00 [Medium] Net Long-Term TIC Flows (Jul) 18:30 [High] Press Conference 18:00 [High] Fed Interest Rate Decision 18:00 [High] FOMC Economic Projections 16:00 [Medium] Atlanta Fed GDPNow (Q3) 14:30 [Medium] EIA Crude Oil Stocks Change (Sep/11) 14:30 [Medium] EIA Gasoline Stocks Change (Sep/11) 14:00 [Medium] NAHB Housing Market Index (Sep) 14:00 [Medium] Business Inventories MoM (Jul) 12:30 [Medium] Import Prices MoM (Aug) 12:30 [High] Retail Sales YoY (Aug) 12:30 [High] Retail Sales Ex Gas/Autos MoM (Aug) 12:30 [High] Retail Sales MoM (Aug) 12:30 [Medium] Export Prices MoM (Aug) 12:30 [High] Retail Sales Ex Autos MoM (Aug) 11:00 [Medium] MBA 30-Year Mortgage Rate (Sep/11)

🔥 HOT SECTORS TODAY (the sectors to watch): Industrials +2.65% Real Estate +0.94% Healthcare +0.68% Consumer Cyclical +0.38%

📰 MARKET THEMES & CATALYSTS: • KG: Ecodata Complicates Fed's Rate Direction, Wall Street Bakes in 25 Bps Hike Kevin Green believes a 25-bps interest rate hike from the Fed is baked into markets. The question comes down to whether Fed Chair Kevin Warsh's tone will tilt hawkish or dovish on the future of rate decisions. — youtube.com · 09/16 12:10p https://www.youtube.com/watch?v=h24eU6Sirwo • Solid Economic Data Show U.S. Economy Running Hot Ahead of Fed Decision The robust gain in retail sales added to a string of hot economic data in August, supporting the notion the U.S. economy is strong enough to withstand higher interest rates headed into the Fed's policy decision, analysts say. — wsj.com · 09/16 12:09p https://www.wsj.com/economy/central-banking/solid-economic-data-show-u-s-economy-running-hot-ahead-of-fed-decision-6b10c235 • Pentagon CTO says U.S. government shouldn't take stakes in tech giants, questions adding AI regs Top Pentagon technology official Emil Michael said the Trump administration shouldn't seek to nationalize or take government stakes in artificial intelligence companies. Michael, in an appearance on CNBC's "Squawk on the Street," also repeatedly signaled opposition to ramping up… — cnbc.com · 09/16 12:08p https://www.cnbc.com/2026/09/16/emil-michael-ai-regulation-trump.html • Retail Sales Boost Fed Rate Hike Case Retail Sales Boost Fed Rate Hike Case. — zacks.com · 09/16 12:05p https://www.zacks.com/stock/news/2990693/retail-sales-boost-fed-rate-hike-case?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2990693 • How the Fed's move affects your finances. The Federal Reserve is widely expected to increase its key rate by a quarter of a percentage point, but mortgages and other consumer loans have already trended higher. — nytimes.com · 09/16 12:01p https://www.nytimes.com/2026/09/16/business/economy/how-the-feds-move-affects-your-finances.html

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. SPCX +6% $151.94 (1988B cap) SpaceX Regains $150 IPO Open Price as Defense Dept. Confirms Space-Based Weapons Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) are up 5.1% in mid-morning trading Wednesday, changing hands at $151 after opening near $143. — 247wallst.com · 09/16 12:26p https://247wallst.com/investing/2026/09/16/spacex-regains-150-ipo-open-price-as-defense-dept-confirms-space-based-weapons/

2. SOXL +6% $108.19 (30B cap) Direxion Semiconductor Bull ETF Drops 14% as Chip Sector Faces Sharp Selloff The Direxion Daily Semiconductor Bull ETF is performing significantly worse than its non-leveraged counterpart over the past month. With chip stocks in a funk, that's not surprising. — fool.com · 09/16 10:45a https://www.fool.com/investing/2026/09/16/direxion-semiconductor-bull-etf-drops-chip-selloff/

3. INTC +5% $102.45 (517B cap) Why are Intel and AMD stocks rising on Wednesday? Intel and AMD stocks jumped on Wednesday as investors responded to developments across the semiconductor industry, from a potential US memory manufacturing deal involving Intel to upbeat forecasts for long-term chip demand and a positive update on AMD's product ramps. Intel stoc… — invezz.com · 09/16 12:06p https://invezz.com/news/2026/09/16/why-are-intel-and-amd-stocks-rising-on-wednesday/

4. NOK +3% $10.12 (55B cap) Nvidia's AI Is Moving Into Cell Towers—and Nokia Is Already Testing It Nvidia Corp's (NASDAQ:NVDA) AI expansion is reaching a part of the technology stack investors rarely associate with GPUs: the radio network. Nokia Corp (NYSE:NOK) says eight global telecom operators are now advancing AI-RAN trials using its platform and Nvidia technology, sugges… — benzinga.com · 09/16 9:44a https://www.benzinga.com/trading-ideas/long-ideas/26/09/61815413/nvidia-ai-nokia-cell-towers

5. TQQQ +2% $69.53 (43B cap) (no fresh news today — likely technical / low-coverage move)

6. GRAB +2% $2.98 (12B cap) Grab Holdings Limited (GRAB) M&A Call Transcript Grab Holdings Limited (GRAB) M&A Call Transcript — seekingalpha.com · 09/16 1:01a https://seekingalpha.com/article/4946512-grab-holdings-limited-grab-m-and-a-call-transcript

📈 TOP 7 GAINERS (small/mid-cap % leaders, with catalyst):

1. LUXE +25% $8.91 (1.2B cap) LuxExperience B.V. (LUXE) Q4 2026 Earnings Call Transcript LuxExperience B.V. (LUXE) Q4 2026 Earnings Call Transcript — seekingalpha.com · 09/16 11:51a https://seekingalpha.com/article/4947024-luxexperience-b-v-luxe-q4-2026-earnings-call-transcript

2. RFAI +24% $41.01 (342M cap) (no fresh news today — likely technical / low-coverage move)

3. BLSM +14% $25.34 (737M cap) BlossomHill Therapeutics Presents Updated Data from Ongoing Phase 1/2 SOLARA Trial Demonstrating Encouraging Anti-Tumor Activity of OMNI-EGFR™ Inhibitor BH-30643 in EGFR C797S-Positive NSCLC at IASLC 2026 World Conference on Lung Cancer 45% objective response rate and 88% disease control rate observed in patients with EGFR C797S-positive resistance to prior EGFR inhibitors, with or without concurrent T790M, a difficult-to-treat population with no approved targeted therapies BH-30643 demonstrated a favorable saf… — globenewswire.com · 09/15 7:00a https://www.globenewswire.com/news-release/2026/09/15/3361888/0/en/blossomhill-therapeutics-presents-updated-data-from-ongoing-phase-1-2-solara-trial-demonstrating-encouraging-anti-tumor-activity-of-omni-egfr-inhibitor-bh-30643-in-egfr-c797s-posit.html

4. PHOS +14% $15.66 (2.8B cap) CitroTech Reports Growing Commercial Adoption as Industry Shifts Away from Phosphate-Based Fire Retardants GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--CitroTech Inc. (NYSE AM: CITR), a specialty chemical company developing environmentally safe fire-inhibitor solutions, has seen accelerated commercial adoption of its EPA Safer Choice-recognized wildfire prevention technology as custome… — businesswire.com · 09/15 8:30a https://www.businesswire.com/news/home/20260915967494/en/CitroTech-Reports-Growing-Commercial-Adoption-as-Industry-Shifts-Away-from-Phosphate-Based-Fire-Retardants/

5. FPS +12% $35.27 (9.2B cap) Most Active Options Report: FPS, TEVA, AFL These three stocks are seeing some of the most unusual options volume today — schaeffersresearch.com · 09/16 11:53a https://www.schaeffersresearch.com/content/options/2026/09/16/most-active-options-report-fps-teva-afl

6. CIFR +12% $16.95 (6.9B cap) Why Cipher Digital Stock Is Skyrocketing Today Investors just got some encouraging news about Cipher's Texas data centers. — fool.com · 09/16 10:47a https://www.fool.com/investing/2026/09/16/why-cipher-digital-stock-is-skyrocketing-today/

7. SWMR +12% $25.85 (281M cap) Swarmer (SWMR) President on Ratel Robotics Acquisition, Saving Lives in Combat Alex Fink, U.S. CEO and president of Swarmer (SWMR), discusses the company's new $224 million acquisition of Ratel Robotics. He says it will help the autonomous drone developer in ground vehicle operations. — youtube.com · 09/15 8:00p https://www.youtube.com/watch?v=OjegIfhCPcI

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.