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• Spot palladium rose due to persistent supply vulnerabilities and shifting institutional positioning. • South African output constraints and Russian supply risks maintained a structural premium. • Short-covering and a softer US dollar amplified upward price movement during the session.

The 10-year U.S. Treasury yield briefly surged to its highest level since 2007, while international crude oil prices surpassed $100, both weighing on market sentiment as U.S. equities extended their decline, though chip stocks bucked the trend to post gains. At the close, the Dow Jones Industrial Average fell 0.63% to 52,093.11; the Nasdaq Composite Index dropped 0.78% to 25,981.57; and the S&P 500 Index slipped 0.45% to 7,585.73.

• Rising Treasury yields and sector-wide tech selling created downward pressure on Shopify. • Strong underlying fundamentals persist alongside robust merchant adoption and expanding cash flow margins. • Technical indicators show a neutral MACD, neutral RSI, and oversold Williams %R.

• Danaher reaffirmed its third-quarter and full-year financial guidance. • Julie Sawyer Montgomery will assume the CEO role on October 1. • Danaher reports annual revenue of $24.57B and net profit of $3.61B.

• Sea Limited faced downward price momentum due to high-profile insider share sales. • Third-quarter earnings per share missed consensus expectations despite solid top-line revenue growth. • Technical indicators showed a MACD sell signal and an oversold Williams percentage.

• Oracle expanded its fiscal restructuring budget to $2.8 billion through job cuts. • Management reaffirmed substantial fiscal capital expenditure projections reaching $95 billion for AI. • Oracle reported annual revenue of $67.36 billion and net profit of $16.98 billion.

Forgent Power Solutions Q4 FY2026 revenue rose 94% to $462 million, backlog reached $3 billion, and management issued $2.4-$2.6 billion FY2027 revenue guidance.

Vera Bradley’s Q2 fiscal 2027 revenue rose 1.1%, Direct sales gained 8%, inventory fell 28.4%, and management reiterated full-year guidance.

SEALSQ (LAES) H1 2026 revenue rose 131% to $11.2 million, gross margin reached 48%, and management reaffirmed $27 million–$36 million guidance.

On September 15 ET, voting on the CLARITY Act in the U.S. Senate concluded with 50 votes in favor and 50 against, falling short of the 60-vote procedural threshold required to initiate full floor debate.

• Falling Ethereum prices and profit-taking drove selling pressure on Bitmine Immersion Technologies. • Ongoing net losses and high valuation multiples compounded fundamental investor concerns. • Institutional portfolio adjustments ahead of macroeconomic events exacerbated intraday volatility.

• SpaceX closed lower due to profit-taking and broader market rotation out of growth assets. • Annual revenue reached $18.67B with a net profit of -$4.94B. • Analysts assigned an average price target of $230.88 with multiple buy ratings.

• GE Aerospace shares dropped following a research downgrade and reduced price target. • Investors evaluated risks from the planned strategic acquisition of Consolidated Precision Products. • Technical indicators showed sell signals alongside decelerating commercial aftermarket revenue growth.

Micron Technology (MU) announced on September 15 that it has successfully demonstrated the world's first 512GB DDR5 RDIMM module across multiple server platforms, achieving speeds of up to 9,200 MT/s. According to Micron's official press release, the module utilizes advanced vertical interconnect packaging technology, enabling a single 24-slot dual-socket server to support up to 12TB of DDR5 memory while reducing operating power consumption by over 60% compared to four 128GB RDIMMs.

• Coinbase shares face volatility amid macro anxiety and legislative developments. • Lower spot cryptocurrency prices threaten short-term trading volumes and fees. • The company reports $7.18B annual revenue and $1.26B net profit.

• Global refining crack spreads and tight fuel markets drove Valero's upward momentum. • Wall Street firms raised price targets due to Valero's strong operational margins. • Technical indicators show a buy signal with an RSI of 76.082.

• Tempus AI experienced strong buying momentum and pronounced intraday price volatility. • CEO Eric Lefkofsky presented a compelling revenue growth outlook at conference. • The company reported an annual revenue of $1.27B and net profit of $-245.03M.

• UBS upgraded Illumina to Buy with a price target of $260. • Illumina will rejoin the S&P 500 index from the S&P MidCap 400. • The company reported strong NovaSeq X demand and consecutive earnings beats.

• Phillips 66 benefited from elevated refining margins and strong global supply constraints. • Quarterly earnings beat expectations, supported by disciplined capital allocation and share buybacks. • Analysts issued rating upgrades while technical indicators suggest overbought conditions for the stock.

• Nvidia named CrowdStrike a premier cybersecurity partner during a major technology conference. • CrowdStrike reported record quarterly net new annual recurring revenue and raised outlook. • The stock showed technical buy signals alongside elevated valuation and intraday volatility.