AI demand and planned price hikes helped lift data storage stocks on Monday, Sept. 15, 2025, while an analyst downgrade pressured a packaged food player. https://t.co/p988yMcj3u ...

Broadcom shares surged Friday morning after the chipmaker posted quarterly results that topped Wall Street expectations amid booming AI demand. Watch these key chart levels. https://t.co/AZmdQDNED3 ...

The chief of utility giant Southern warned that Americans will revolt if they end up on the hook for the soaring power costs associated with AI demand https://t.co/03KwihrT4D ...

Market Trends & Dynamics - Markets are trying to recover after President Trump's comments on potentially firing Fed Chair Jerome Powell, causing market unease [3] - The market is closely watching the drama between Trump and Fed Chair Jerome Powell, with concerns that firing Powell would create a "mess" in both equity and bond markets [27][28] - Fed independence is seen as critical, with major banking names emphasizing its importance [29] - AI demand remains strong, with no signs of a slowdown, benefiting companies like Nvidia and Taiwan Semiconductor [15][16][17] Company Performance & Earnings - Lucid Group's stock surged over 25% after securing a $300 million investment from Uber for a robo-taxi program [7] - Taiwan Semiconductor (TSMC) now projects full-year sales growth of 30% year-over-year, up from a previous estimate in the mid-20% range, indicating strong tech demand [13][14] - PepsiCo reported better-than-feared earnings with a 9-cent earnings beat and a $400 million quarterly sales beat, maintaining its 2025 sales and profits outlooks [12] Monetary Policy & Federal Reserve - The market is pricing in 50/50 odds for a Fed rate cut in September, down from over 70% a few months ago, showing a rapidly changing outlook [34] - The Federal Reserve's independence is considered a "crown jewel" of the federal system, crucial for preserving currency strength and managing inflation and unemployment [51] - The Fed's target inflation rate is 2%, with the most recent numbers showing a 27% increase in the last month [48] Potential Risks & Concerns - Rising Treasury yields, particularly the 10-year yield approaching 46%, could weigh on equities [6] - Tariffs could impact the economy, with the full effects potentially hitting in the fall or even 2026 [33] - A potential third term for President Trump is viewed as less impactful on markets than interference with Fed independence [66][70]