Micron's AI Boom Meets Rate Whiplash
Blowout memory earnings and a dovish Fed collide with a record Iranian rial collapse and the completed US withdrawal from Iraq.
Daily market report for Sep 30, 2026, with the industry groups and stocks behind each story.
- Memory Chips
- Dynamic RAM
- Regional Bank
- Homebuilders
- Defense
- Crude Oil
- Oil Tankers
- China Market
- Industrial Materials
- Canada Companies
- Automotive
- Aerospace & Defense
- Government Contractor
- Temporary Staffing
- Cruise Lines
- Travel
- Derivatives
- Capital Markets
- Gold
- Gold Mining
- S&P 500
- Mortgage Lending
- Cloud Software
- Enterprise Software
- Semiconductors
- Artificial Intelligence
- Human Capital Management
- AI Infrastructure
- Data Centers
- AI Software
- Venture Capital
- MU – Micron Technology Inc
- WDC – Western Digital Corporation
- NVDA – NVIDIA Corporation
- TLT – 20+ Year Treasury Bond (iShares)
- WFC – Wells Fargo & Company
- DHI – DR Horton Inc
- XOM – Exxon Mobil Corp
- CVX – Chevron Corp
- FRO – Frontline Ltd
- DHT – DHT Holdings Inc
- FXI – China Large-Cap (iShares)
- FCX – Freeport-McMoran Copper & Gold Inc
- CAT – Caterpillar Inc
- F – Ford Motor Company
- GM – General Motors Company
- DE – Deere & Company
- BA – The Boeing Company
- NOC – Northrop Grumman Corporation
- LMT – Lockheed Martin Corporation
- ADP – Automatic Data Processing Inc
- RHI – Robert Half International Inc
- CCL – Carnival Corporation
- RCL – Royal Caribbean Cruises Ltd
- CBOE – Cboe Global Markets Inc
- SPGI – S&P Global Inc
- GLD – Gold (SPDR)
- NEM – Newmont Goldcorp Corp
- LEN – Lennar Corporation
- KRE – Regional Banking (S&P, SPDR)
- SPY – S&P 500 (SPDR)
- NLY – Annaly Capital Management, Inc.
- USO – United States Oil Fund
- VLO – Valero Energy Corporation
- MDB – MongoDB
- META – Meta Platforms Inc.
- PHM – PulteGroup Inc
- RKT – Rocket Companies Inc
- AMD – Advanced Micro Devices Inc
- INTC – Intel Corporation
- IWM – Russell 2000 (iShares)
- HPE – Hewlett Packard Enterprise Co
- DELL – Dell Technologies Inc
- MSFT – Microsoft Corporation
- GOOGL – Alphabet Inc Class A
- AMZN – Amazon.com Inc
- ORCL – Oracle Corporation