US Equities · Pre-Open Briefing
Tech leads as stocks rally
September 18, 2026
The September 17, 2026 cash session, and what is scheduled today
The S&P 500 rose 1.14% to 7,637.76 and the Nasdaq Composite rose 1.69% to 26,418.30, with the Nasdaq-100 up 1.73%.
Breadth292 up / 208 down
LeadershipNasdaq-100 by 0.60pp
Member coverage100%
Futures now
Ahead of the open, S&P 500 futures are up 0.99%, Nasdaq 100 futures up 1.35%, Dow futures up 0.78% and Russell 2000 futures up 0.54% against their previous settlement. In Asia, the Nikkei 225 is up 1.38%, the Hang Seng up 0.60% and the Shanghai Composite up 0.94%. In Europe, the Euro Stoxx 50 is down 0.97%, the DAX down 0.80% and the FTSE 100 down 0.89%. Across markets, WTI is down 5.74% at 96.06, Gold is up 0.41% at 4,417.70 and EUR/USD is down 0.07% at 1.1461.
| Market | Level | Change | As of |
|---|---|---|---|
| S&P 500 futures | 7,715.75 | +75.75 (+0.99%) | 2026-09-18 |
| Nasdaq 100 futures | 29,844.00 | +397.25 (+1.35%) | 2026-09-18 |
| Dow futures | 52,210.00 | +403.00 (+0.78%) | 2026-09-18 |
| Russell 2000 futures | 2,891.50 | +15.60 (+0.54%) | 2026-09-18 |
Where the tape closed
S&P 500
7,637.76
+85.95 (+1.14%)
5d +0.61% · 1m -0.70%
Nasdaq Composite
26,418.30
+439.87 (+1.69%)
5d +1.29% · 1m +0.49%
Nasdaq-100
29,446.98
+501.92 (+1.73%)
5d +1.18% · 1m -0.15%
VIX
15.44
-2.27 (-12.82%)
5d -13.45% · 1m +3.69%
The Session
Of the 503 S&P 500 members that printed, 292 rose and 208 fell. Information Technology led the sector table at +1.80% on an equal-weighted basis and Communication Services sat at the bottom at -1.31%. Intel (INTC) rose 7.67% and carried the largest share of the weighted index move. The VIX fell 12.82% to 15.44.
World news
- Russia Grabs Nestle Assets, Trump Holding Off on China TariffsBloomberg Markets
- Crude Oil Futures Post Back-to Back LossesWSJ World News
- Oil Slips as Saudi Reroutes Crude via Hormuz - Briefs FinanceGoogle News GCC
- Saudi Aramco Stops Crude Oil Supplies To Indian Refiners, Says Report - News18Google News GCC
Sector news breakdown
Information Technology
- Astera Labs, Inc. ALABNDX +9.06%Why Is Astera Labs (ALAB) Expanding Leo Memory Controllers For AI And Cloud? Astera Labs (NasdaqGS:ALAB) unveiled new Leo Smart Memory Controller solutions, including the Leo X-Series and Leo 2 E & P-Series, targeting AI and cloud workloads. Simply Wall St. · Sep 17, 12:13 PM ET
- Arm Holdings plc ARMNDX +8.57%Arm’s CEO Says the Chip Designer Is Even More Confident in Hitting $2B AI Chip Sales Target. The Stock Is Rallying Bullish comments from Arm Holdings’ chief executive last night are helping its stock rank among the Nasdaq’s top gainers today. Investopedia · Sep 17, 1:49 PM ET
- Hewlett Packard Enterprise HPESPX +7.69%Are Computer and Technology Stocks Lagging Hewlett Packard (HPE) This Year? Here is how Hewlett Packard Enterprise (HPE) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year. Zacks · Sep 17, 9:40 AM ET
- Intel INTCSPXNDX +7.67% · Micron Technology MUSPXNDX +5.50%Why Micron Stock Is Jumping as Intel CEO Warns on Memory Chips Micron Technology stock was back on the rise early Thursday. A warning from the head of Intel about soaring memory prices looks to be reminding shareholders of the company’s profit potential. Micron shares were up 5.3% at $975.86 in Thursday afternoon trading. Barrons.com · Sep 17, 3:08 PM ETWhy Intel Stock Popped Today Intel Stock Climbs as Memory Giant Eyes U.S. Chip Production With Intel… GuruFocus.com · Sep 17, 2:48 PM ET
- Skyworks Solutions SWKSSPX +6.69%3 Reasons SWKS is Risky and 1 Stock to Buy Instead The past six months have been a windfall for Skyworks Solutions’s shareholders. The company’s stock price has jumped 61.6%, hitting $86.77 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move. StockStory · Sep 17, 12:42 PM ET
- Advanced Micro Devices AMDSPXNDX +6.36%AMD Leads Chip Stocks Higher Amid Sector Rebound The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers. Investor's Business Daily · Sep 17, 4:21 PM ETDow Jones Futures Rise After Hawkish Fed, Warsh Hit Stocks, Trump Fumes; AMD, Bloom Energy Eye Buy Points A positive day two reaction to the Fed rate hike and hawkish Warsh comments? AMD, Bloom Energy are flirting with buy signals. Investor's Business Daily · Sep 17, 8:16 AM ET
- Sandisk SNDKSPXNDX +6.21%Sandisk Is Up More Than 1,700% in a Year and Still 33% Off Its Peak. History Says This is What Happens Next. The Sandisk run is not over yet. Motley Fool · Sep 17, 2:20 PM ET
Communication Services
- Paramount Skydance Corporation PSKYSPX -4.67%Paramount Is One of Today’s Worst S&P 500 Stocks on a Warning Against Mega-Merger Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros. at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Barrons.com · Sep 17, 2:28 PM ET
- Nebius Group N.V. NBISNDX +4.12%Nebius announces higher rates for Nvidia GPUs and AMD CPUs Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about... Proactive · Sep 17, 10:33 AM ETNebius Stock Jumps On Cloud Computing Price Hikes Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1. Investor's Business Daily · Sep 17, 9:28 AM ET
Consumer Discretionary
- Tesla, Inc. TSLASPXNDX +2.27%Why Falling EV Deliveries Aren’t a Problem for Tesla Stock It’s time for Tesla investors to think about EVs again. The third quarter faces a difficult year-over-year comparison. Barrons.com · Sep 17, 8:12 AM ETTesla (TSLA)’s Driverless Cybercab Draws a Federal Safety Probe Right Out of the Gate On September 4, WSJ and Reuters reported that NHTSA opened an investigation into Tesla, Inc. (NASDAQ:TSLA)’s Cybercab after the company began offering rides in Austin, Texas. Insider Monkey · Sep 17, 11:13 AM ET
Health Care
- Moderna MRNASPX +8.55%Why Are Moderna (MRNA) Shares Soaring Today Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 7.1% in the afternoon session after the company presented at the Morgan Stanley Global Healthcare Conference and generated positive sentiment around its vaccine pipeline. StockStory · Sep 17, 4:42 PM ETModerna: Another Day, Another Big Stock Move. Is the Cancer Vaccine Rally Back On? Moderna President Stephen Hoge says the company remains on track for its longtime goal of reaching cash breakeven by 2028. Barrons.com · Sep 17, 12:32 PM ET
Industrials
- Generac GNRCSPX +18.34%Generac Stock Is Already Up 20% Today After an Amazon Deal. Here’s Where It Could Go Further This Year. Key TakeawaysAmazon Contract: Generac signed a long-term supply deal with Amazon on September 16 worth up to $8B in aggregate purchases, with $2. 4B of initial deliveries set for 2027-2028, sending Generac stock up as much as 40% in after-hours trading. TIKR · Sep 17, 10:34 AM ETGenerac signs long-term Amazon data center generator deal Generac Holdings Inc (NYSE:GNRC) signed a long-term agreement to supply backup generators for Amazon.com Inc (NASDAQ:AMZN) data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028. The US power equipment maker's shares surged nearly 18% in Thursday... Proactive · Sep 17, 10:04 AM ET
- Space Exploration Technologies Corp. SPCXNDX +2.60%SpaceX Postpones Starship Flight 14 Launch. Musk Eyes This New Date. SpaceX on Thursday announced they have postponed their upcoming Starship test flight 14 launch. CEO Elon Musk and the company did not immediately share a reason for the delay. SpaceX on Thursday said it is now targeting to launch Starship flight 14 as early as Monday, Sept. Investor's Business Daily · Sep 17, 4:16 PM ETSpaceX Is Worth $2 Trillion. Why Does Its Stock Swing Like a Small-Cap? Elon Musk‘s SpaceX (NASDAQ:SPCX) has a market cap of about $2 trillion, but its stock doesn’t trade like it. Over the past 22 trading sessions, the gap between SpaceX’s daily high and low averaged 4.53% of its closing price. That... Benzinga Prediction Markets · Sep 17, 10:00 AM ET
Moved more than 3% with no company-specific item clearing the relevance bar: SMCI +9.50% · TMUS -5.57% · DVA -5.56% · CPRT -3.76% · CSGP -3.51% · CMCSA -3.46% · BLDR -3.30%.
The day ahead
Economic calendar
No medium- or high-impact US release scheduled.
Reporting today
No universe name on the reporting calendar for today.
Overnight and across markets
Asia and Europe
| Market | Level | Change | As of |
|---|---|---|---|
| Nikkei 225 | 65,018.95 | +882.70 (+1.38%) | 2026-09-18 |
| Hang Seng | 24,750.78 | +146.49 (+0.60%) | 2026-09-18 |
| Shanghai Composite | 3,911.87 | +36.27 (+0.94%) | 2026-09-18 |
| Euro Stoxx 50 | 6,261.69 | -61.21 (-0.97%) | 2026-09-18 |
| DAX | 25,511.34 | -205.37 (-0.80%) | 2026-09-18 |
| FTSE 100 | 10,720.30 | -95.80 (-0.89%) | 2026-09-18 |
Commodities, currencies and rates
| Market | Level | Change | As of |
|---|---|---|---|
| WTI crude | 96.06 | -5.85 (-5.74%) | 2026-09-18 |
| Gold | 4,417.70 | +18.00 (+0.41%) | 2026-09-18 |
| EUR/USD | 1.1461 | -0.0009 (-0.07%) | 2026-09-18 |
| USD/JPY | 157.88 | +1.86 (+1.19%) | 2026-09-18 |
| US 10-year yield | 5.01% | — | 2026-09-16 last print |
Where the indices sit
S&P 500 daily bars for the last 30 sessions, then three months of closes rebased to 100.
What carried the session
Proxy: dollar-volume share among members that printed, times the move. Not official index weight.
| Ticker | Name | Session | Contribution |
|---|---|---|---|
| INTCSPXNDX | Intel | +7.67% | +27.3 bp |
| MUSPXNDX | Micron Technology | +5.50% | +26.0 bp |
| AMDSPXNDX | Advanced Micro Devices | +6.36% | +21.7 bp |
| SNDKSPXNDX | Sandisk | +6.21% | +18.6 bp |
| NVDASPXNDX | Nvidia | +2.54% | +11.5 bp |
| TSLASPXNDX | Tesla, Inc. | +2.27% | +7.1 bp |
| GNRCSPX | Generac | +18.34% | +6.7 bp |
| MRNASPX | Moderna | +8.55% | +5.7 bp |
Breadth and sectors
Sector moves equal-weighted across members that printed.
| Sector | Average member move | Members |
|---|---|---|
| Information Technology | +1.80% | 73 |
| Materials | +0.88% | 25 |
| Utilities | +0.75% | 31 |
| Energy | +0.64% | 21 |
| Consumer Discretionary | +0.40% | 47 |
| Consumer Staples | +0.32% | 34 |
| Real Estate | +0.27% | 30 |
| Industrials | +0.19% | 83 |
| Health Care | +0.18% | 59 |
| Financials | +0.17% | 76 |
| Communication Services | -1.31% | 24 |
Largest moves
Risers
| Ticker | Name | Session |
|---|---|---|
| GNRCSPX | Generac | +18.34% |
| SMCISPX | Supermicro | +9.50% |
| ALABNDX | Astera Labs, Inc. | +9.06% |
| ARMNDX | Arm Holdings plc | +8.57% |
| MRNASPX | Moderna | +8.55% |
| HPESPX | Hewlett Packard Enterprise | +7.69% |
| INTCSPXNDX | Intel | +7.67% |
| SWKSSPX | Skyworks Solutions | +6.69% |
Fallers
| Ticker | Name | Session |
|---|---|---|
| TMUSSPXNDX | T-Mobile US | -5.57% |
| DVASPX | DaVita | -5.56% |
| PSKYSPX | Paramount Skydance Corporation | -4.67% |
| CRWVNDX | CoreWeave, Inc. | -4.16% |
| CPRTSPXNDX | Copart | -3.76% |
| CSGPSPX | CoStar Group | -3.51% |
| CMCSASPXNDX | Comcast | -3.46% |
| BLDRSPX | Builders FirstSource | -3.30% |
Earnings reported in the session
Beat and miss shown only where consensus and actual are both published.
No universe names in the earnings feed for this session.
Headlines in the session window
- Stocks, Treasuries Rally on Optimism Around Fed Inflation FightBloomberg Markets
- The S&P 500 and Nasdaq Post Biggest Gains in Six WeeksWSJ Markets
- Stock Market Today: Nasdaq Heads for Weekly Gain as AI Stocks SurgeWSJ Markets
- The Strategist Who Wanted 8,400 on the S&P 500 Just Cut His Number, and It Is Not Because Earnings Got WorseYahoo Finance
- There Are Over 3,000 Stocks in the Nasdaq Composite. And None Stand Out More Than This Ultimate Growth Stock in September.Yahoo Finance
- Hong Kong Stocks Fall After Fed, HKMA Rate Hikes; Continental Drops 3% - marketscreener.comHKMA
- Foreign investors buy Vietnam stocks ahead of FTSE market upgradeBangkok Post TH
Fed and macro
No high-impact US print on the calendar for this session or the next.
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