Friday market commentary, saved by edition. Revisit what moved, what mattered, and what was on the calendar for the following week.
Each brief is a dated snapshot. Prices, expectations, and linked source pages may have changed since that edition. Read the latest brief on the homepage →
-
October 23, 2026 — AI spending concerns shake Wall Street as oil surges and the Fed faces another inflation test
Week ending October 23, 2026: The S&P 500 slipped 0.5% for a second weekly loss as Meta’s AI spending revived cost worries and Brent hit its highest settlement since April, ahead of next week’s Fed decision.
-
October 16, 2026 — AI stocks retreat as inflation rises and investors question the cost of the AI boom
Week ending October 16, 2026: The Nasdaq fell 4.5%, its worst week since June, as hot inflation data and AI debt worries hit tech stocks, even as TSMC and ASML showed chip demand remains strong.
-
October 9, 2026 — Stocks rise as bond yields, oil and AI investment reshape the market
Week ending October 9, 2026: The S&P 500 rose 1.2% and set a record close even as the 10-year yield hit its highest since 2002, Brent held above $100 and Fed minutes pointed to another hike…
-
October 2, 2026 — Weak jobs ease hike fears as yields and AI spending stay high
Week ending October 2, 2026: A weak September jobs report cut the odds of an October Fed hike and lifted stocks Friday, but the 10-year yield touched its highest since 2002 and the S&P 500 and…
-
September 25, 2026 — AI keeps the rally alive as yields and oil press higher
Week ending September 25, 2026: AI leadership lifted stocks to a weekly gain despite a 10-year yield near its highest since 2007, Brent above $100 and a narrow market beneath the indexes.
-
September 18, 2026 — The Fed hikes as the inflation fight returns
Week ending September 18, 2026: the Fed’s first rate hike since 2023, a 10-year yield at its highest since 2007, oil above $100, and technology’s continued leadership.
-
September 11, 2026 — Friday’s rebound meets an inflation test
Week ending September 11, 2026: Friday’s rebound, inflation, elevated oil prices, AI demand, and the Federal Reserve meeting ahead.