+1.18% S&P 500 ($SPY) +1.76% Nasdaq ($QQQ) Good Evening everyone, I apologize for missing todays morning briefing I had a big exam today so I had to prepare for that.. Lets continue with todays post market brief. Markets exhaled on Thursday. After Wednesday's 631-point Dow plunge the worst single day reaction to a Fed rate hike since 1997 — investors woke up, decided the sky wasn't falling, and bought the dip. The Nasdaq led the recovery with gains of roughly 1.6%, the S&P 500 added around 1.1%, and the Dow climbed back ~0.65%. One bad day of selling turned into a textbook post-FOMC bounce. The backdrop: the Federal Reserve raised the federal funds rate by 25 basis points Wednesday to 3.75%–4.00% in a unanimous 12-0 vote — the first hike in over three years. Chair Kevin Warsh's tone was blunt: "The plain fact is that inflation is too high and has been for too long." The dot plot pointed to year-end rates of 4.1%–4.4%, signaling at least one more hike before the end of 2026, with tightening likely extending into 2027. By Thursday, traders had digested it and concluded the move was largely expected — meaning Wednesday's selloff was more about the hawkish rhetoric than the actual numbers. The session's biggest individual story had nothing to do with the Fed. Generac Holdings ($GNRC) exploded 21%–30% on a landmark Amazon deal — a reported $2.4 billion initial contract to supply backup generators for Amazon data centers, part of a broader ~$8 billion framework. As AI infrastructure spending accelerates, demand for reliable power backup is becoming a structural growth story, and Generac just landed the contract that proves it. Semiconductors had a strong session as well. $INTC surged ~9.8% amid reports of talks with SK Hynix around advanced memory chip manufacturing in the U.S., while $AMD gained 7.3% and $MU added 5.1%. The AI trade caught a bid. $MRNA also jumped ~9.4% on positive Phase 3 data for its mRNA cancer vaccine co-developed with Merck, with analysts already floating M&A as a next chapter. Not everything recovered. $NKE hit 12-year lows near $36 as China exposure and tariff headwinds continue to grind the brand down. $FLNC cratered as much as 22% after slashing full-year guidance — a brutal reminder that the clean energy buildout isn't a straight line. $CRWV fell 4.7% on a $3 billion convertible note offering, the kind of dilution that gets punished fast in the current rate environment. Oil pulled back from recent highs. WTI crude slid ~1.7% to around $100.70 after Saudi Arabia signaled it would offer additional exports through Oman following temporary pipeline disruptions. Prices remain above $100 — the Iran conflict aftermath keeps a risk premium in the market — but the relief valve is cracking open. Defense stocks continued to face pressure from ceasefire dynamics, with the end of Operation Epic Fury removing some of the emergency procurement premium that had driven the sector higher. The next major catalyst to watch: a Xi-Trump summit scheduled for September 24. Taiwan arms sales and trade tariffs are on the agenda, and the outcome could move tech supply chains, defense names, and emerging markets simultaneously. After a week dominated by the Fed, geopolitics is already lining up to take the baton.
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