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WTI crude oil rose more than 2.00% intraday, currently trading at $91.27 per barrel.

2026-09-23

WTI crude oil rose more than 2.00% intraday, currently trading at $91.27 per barrel.

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2026-09-23

Ukraine First Deputy Prime Minister and Energy Minister Shmyhal said talks covered cooperation in nuclear energy. Ukraine and the United States plan to use Westinghouse Electric Company's technology to jointly construct a large reactor unit at the Kh

Ukraine First Deputy Prime Minister and Energy Minister Shmyhal said talks covered cooperation in nuclear energy. Ukraine and the United States plan to use Westinghouse Electric Company's technology to jointly construct a large reactor unit at the Khmelnytskyi nuclear power plant.
2026-09-23

Galaxy Securities said in a Sept. 23 report the Fed hiked 25bps to 3.75%–4.00% on Sept. 16, the first increase since July 2023. A systemic rise in risk-free lifting discount rates beyond the policy rate and compressing equity P/Es, disproportionately

Galaxy Securities said in a Sept. 23 report the Fed hiked 25bps to 3.75%–4.00% on Sept. 16, the first increase since July 2023. A systemic rise in risk-free lifting discount rates beyond the policy rate and compressing equity P/Es, disproportionately hitting high-valuation growth stocks dependent on distant cash flows. The AI narrative remains strong, but pricing is shifting from long‑term visions to near‑term realization. On the first trading day after the hike, storage, CPUs, foundry and optical‑interconnect segments outperformed; strong current earnings and short investment payback make these compute‑hardware nodes less sensitive to higher rates. Valuation differentiation is accelerating: hardware with verified cash flows and earnings (advanced process, memory, optical interconnect, equipment and materials) is benefiting, while narrative‑driven, unprofitable names are being further squeezed.
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