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Stocks Fall as Fed Raises Rates, S&P 500 Drops 0.45%
Stocks fell toward their lowest levels since July as the Federal Reserve signaled the possibility of further policy tightening after raising rates for the first time since 2023. Equities erased gains, with the S&P 500 dropping 0.45% and the Dow Jones Industrial Average losing over 1% after the Federal Open Market Committee voted unanimously to increase the benchmark rate to a range of 3.75% to 4%. The Fed's "dot plot" that signals members' view of the outlook for the path of monetary policy suggests one more hike may be coming this year.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has held early conversations with investors about raising another private funding round at a $1.2T valuation before its planned IPO,SK Hynixis in talks with Intelabout a deal to manufacture memory chips in the U.S. for the first time,Appleis developing an enterprise AI server using its own chips and potentially Nvidianetworking equipment,Starbucksis exploring a sale of a majority stake in its Japan business,Trucker J.B. Huntissued abeing hurt by higher costs2. WALL STREET CALLS:Alvotechfrom Underweight at BarclaysStellantisfrom Buy at BerenbergSimilarwebfrom Hold at NeedhamExpediafrom Equal Weight at Morgan StanleyCiti opened anon Metaahead of the company's Connect conference on September 233. AROUND THE WEB:Nvidia, MetaCEOs argue against AI slowdown, FT reportsMucinex and Lysol maker Reckitt Benckiserplans to invest about $400M more over the next four years in the U.S. to speed up product innovation and demand response, WSJ reportsChicago District Judge John Tharp dissolved a previous order that required multiple listings service provider Midwest Real Estate Data to temporarily maintain Zillow'saccess to listings, Reuters saysMetaplans to release a camera-free pair of smart glasses this fall, The Information reportsGoogleis giving all its engineers access to Anthropic's Claude Opus 5 via Antigravity, and says "Gemini remains our primary and foundational model for internal development," Business Insider says4. MOVERS:GE Vernovaafter the power equipment company said it expects to grow to a $200B backlog early next yearTormafter announcing Hafniahas agreed to acquire 4.5M of its sharesBloom Energyafter releasing "The New Rules of AI Power" reportBraskemafter UBS downgraded the stock to SellBorr Drillingafter providing an operational update5. EARNINGS/GUIDANCE:Cienaannouncedout to fiscal year 2029Huntington Bancsharesfor FY27Mercury Systemsfor FY27Trip.comreported, with CEO Jane Sun commenting the company delivered a "resilient performance" in Q2Ispire Technologyreported, with EPS and revenue higher year-over-yearINDEXES:The Dow fell 631.21, or 1.21%, to 51,461.90, the Nasdaq lost 3.15, or 0.01%, to 25,978.42, and the S&P 500 declined 33.92, or 0.45%, to 7,551.81.
Stocks Inch Higher as Markets Assess Rate Hike Impact
Stocks inched higher on Wednesday morning, pausing the week's pullback as markets assessed how the economy may fare against higher interest rates. The Federal Reserve is expected to raise interest rates by 25 basis points later today, although the summary of economic projections - or "dot plot" - is likely to show a fragmented FOMC as uncertain outlooks spark disagreements on policy and forward guidance. Hawkish concerns were further stoked with the release of strong retail sales and soaring import inflation figures this morning.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has held early conversations with investors aboutround at a $1.2T valuation before its planned IPO, Financial Times saysSK Hynixis in talks with Intelabout a deal toin the U.S. for the first time, Reuters reportsAppleis developing anusing its own chips and potentially Nvidianetworking equipment, The Information saysStarbucksisof a majority stake in its Japan business, Reuters reportsTrucker J.B. Hunton Q3 earnings being hurt by higher costs2. WALL STREET CALLS:Alvotechto Overweight from Underweight at BarclaysStellantisto Hold from Buy at BerenbergSimilarwebto Buy from Hold at NeedhamExpediawith Underweight from Equal Weight at Morgan StanleyCiti opened an "upside" on Metaahead of the company's Connect conference on September 233. AROUND THE WEB:Nvidia, MetaCEOs argue against AI slowdown, FT reportsMucinex and Lysol maker Reckitt Benckiserplans to invest about $400M more over the next four years in the U.S. to speed up product innovation and demand response, WSJ reportsChicago District Judge John Tharp dissolved a previous order that required multiple listings service provider Midwest Real Estate Data to temporarily maintain Zillow'saccess to listings, Bloomberg saysMetaplans to release a camera-free pair of smart glasses this fall, The Information reportsGoogleis giving all its engineers access to Anthropic's Claude Opus 5 via Antigravity, and says "Gemini remains our primary and foundational model for internal development," Business Insider says4. MOVERS:Beta Bionicsincreases after announcing aTormgains in New York after announcing Hafniahas4.5M of its sharesBloom Energyhigher after"The New Rules of AI Power" reportBraskemfalls after UBSthe stock to SellBorr Drillinglower afteron the Odin5. EARNINGS/GUIDANCE:LuxExperiencewith EPS lower year-over-yearHuntington Bancsharesfor FY27Mercury Systemsfor FY27Trip.com, with CEO Jane Sun commenting the company delivered a "resilient performance" in Q2Ispire Technology, with EPS and revenue higher year-over-yearINDEXES:Near midday, the Dow was up 37.94, or 0.07%, to 52,131.05, the Nasdaq was up 210.74, or 0.81%, to 26,192.31, and the S&P 500 was up 33.90, or 0.45%, to 7,619.63.
Borr Drilling Announces New Contracts and Operational Update
Borr Drilling provided an operational update on the Odin and announced new contract commitments. In the Americas, following mobilization offshore Texas in mid-August and subsequent acceptance testing, the Odin has commenced its contract and began earning dayrate revenues on September 11. In Southeast Asia, the Idun has been awarded a contract with an undisclosed operator in Vietnam. The three-well campaign, with an estimated duration of 130 days, is scheduled to commence in the fourth quarter of 2026, in direct continuation of the rig's current contract. In Europe, ENI has exercised a nine-month option on the Bestla, extending the contract to September 2027. ENI maintains an additional fixed price option to extend the contract by a further nine months. The company is expected to assume operational management of the rig in the fourth quarter of 2026 following the completion of its bareboat charter with the prior owner.
Borr Drilling Divests 51% Stake in Mexico
Borr Drilling announced that it has entered into definitive agreements to divest its 51% equity interest in the Mexican joint ventures Perforaciones Estrategicas e Integrales Mexicana S.A. de C.V. and Perforaciones Estrategicas e Integrales Mexicana II, S.A. de C.V., or Perfomex, to its long-standing local partner in Mexico. Upon completion of the transaction, Borr Drilling will have fully divested Perfomex, while its local partner will become the sole owner of Perfomex and assume responsibility for the management and operation of the company's jack-up rigs Galar, Gersemi and Njord, which are currently operating with PEMEX. The company will retain ownership of the three rigs and continue participating in the underlying contracts through bareboat charter agreements, with economics expected to be largely unchanged from the existing arrangement. Njord is currently contracted through April 2028, with extension options thereafter, while Galar and Gersemi are contracted through May 2030. The transaction follows Borr Drilling's recent expansion in Mexico with the acquisition of five premium jack-up rigs, which the Company jointly owns through BC Ventures Limited, a 50/50 joint venture with its local partner. Following completion of the transaction, Perfomex will continue its operations related to integrated well services and PEMEX, while Borr Drilling will independently operate and market its fleet to other operators in the region through its affiliated companies. The transaction is expected to simplify Borr Drilling's corporate and operating structure in Mexico. The company believes the streamlined structure strengthens its local partnership, creates a more efficient platform for future growth in Mexico and supports the deployment of additional Borr rigs as demand develops in this well-established shallow-water market. Under the terms of the definitive agreements, a post-closing transition period is expected to facilitate the orderly transfer of operational responsibilities to Borr Drilling's local partner. The sale consideration for the transaction is based on the estimated net book value of the company's equity interest in Perfomex as of July 31. The transaction is expected to close in September, subject to customary closing conditions.
Dow Jones Index Dips Slightly as CPI Report Meets Expectations
The major averages finished mixed after the Dow reversed late in the day, with continued doubts over the U.S. and Iran arriving at a lasting resolution to the war anytime soon.Meanwhile, the CPI report came in exactly in line with expectations. Consumer prices rose 0.1% month over month and 3.4% year over year, down from 3.5% in June, while core CPI rose 0.2% monthly and 2.5% annually. The combination of softer employment and contained core inflation could strengthen the case for eventual easing. That said, inflation remains well above the Fed's 2% target, and rising oil prices could put renewed upward pressure on headline inflation in coming months.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:CoreWeaveprovided areport for Q2Super Microreportedand provided upbeat FY27 guidanceGoldman SachsNeos Investments for up to $2.25B in a cash and stock dealBrinkerreportedbut provided upbeat FY27 guidanceThe Intercept and the Freedom of the Press Foundation said they haveand his staff over Trump Media'splan to monetize the president's Truth Social posts2. WALL STREET CALLS:DaiwaMerckto Outperform on pipeline successGapto Hold at JefferiesOktato Outperform at CitizensBending Spoonsto Underperform at BofASimilarwebto Outperform at Northland on growing deal pipeline3. AROUND THE WEB:Canadian officials are considering a proposal that would have Ottawa accept U.S. auto tariffs in exchange for cutting levies for vehicles compliant with USMCA, Globe & Mail reportsApplehas hired American Airlinesexecutive Nate Gatten as its new head of government affairs, Bloomberg reportsNelson Peltz's Trian Fund Management preparing take-private bid for Wendy's, Financial Times reportsParamountmay move out of Hollywood as soon as October if it makes no progress toward settling the antitrust suit California and 11 other states brought to block its acquisition of Warner Bros. Discovery, WSJ saysGeneral Motorsis establishing a $4.5B supply chain financing program to pre-fund purchases of high-risk components and help suppliers maintain inventory, aiming to prevent future parts shortages and production disruptions, WSJ reports4. MOVERS:ERockgained afterand providing guidance for FY26H&R Blockadvanced afterand raising its quarterly dividend by 10%Nebiusand Quantinuumwas higher afterUnited States Antimonyfell afterand cutting its guidance for FY26Borr Drillingand National Visionwere lower after5. EARNINGS/GUIDANCE:Cava Groupreported upbeat Q2 results and reiterated its FY27 outlookPerformance Food Group, with CEO Scott McPherson commenting, "Our solid execution throughout the year produced a strong finish to fiscal 2026"Trimbleand raised its outlook for FY26Marex Group, with EPS and revenue beating consensusValens Semiconductor, provided guidance for Q3, and raised its outlook for FY26INDEXES:The Dow fell 21.58, or 0.04%, to 53,770.27, the Nasdaq gained 143.04, or 0.54%, to 26,588.49, and the S&P 500 advanced 20.30, or 0.26%, to 7,748.50.
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