Posts tagged sp500
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Microsoft added $135 billion on its Copilot relaunch, 41% of the S&P 500's gain. The rest of software fell.
·4 min read
Microsoft rose 3.66% on 25 September, the day it released a redesigned Copilot, adding $135.4 billion, about 41% of the S&P 500's $333.5 billion gain. It was the stock's highest close of 2026. Oracle, Salesforce, ServiceNow and six other software names lost $24.1 billion, and Meta gave back $66.1 billion.
sp500sectorstechnologyaimicrosoftmetaNvidia added $91.5 billion on the day of its record buyback. The S&P 500's other chipmakers lost $154 billion.
·4 min read
Nvidia rose 1.68% on 28 September after adding $150 billion to its buyback, gaining $91.5 billion in market value. The S&P 500's 18 other chip stocks lost $154.3 billion, Qualcomm had its worst day since June, and Meta's $91.8 billion drop cancelled Nvidia's gain almost exactly.
sectorstechnologysemiconductorsnvidiametasp500Technology added $586 billion to the S&P 500 today. Five chipmakers accounted for $320 billion of it.
·3 min read
The S&P 500 rose 1.14% on 17 September, but Technology did nearly all of it: the sector added $586.2 billion, with Nvidia, Micron, AMD, Intel and Broadcom responsible for $320.3 billion of that as chip stocks extended a rebound from Wednesday's Fed-driven selloff.
sectorstechnologysemiconductorssp500federal-reserveAll 31 S&P 500 utilities fell the day the 10-year Treasury yield hit 5%
·3 min read
Every one of the S&P 500's 31 utilities closed lower on 18 September, and so did 26 of 30 consumer-staples stocks and 27 of 30 real-estate names, as the 10-year Treasury yield climbed to 5% following Fed governor Kevin Warsh's hawkish remarks. A semiconductor rally inside Technology was the only thing that kept the index's headline number positive.
sectorsratesfederal-reserveutilitiessp500Meta's 11% jump added $194 billion to the S&P 500. Four stocks supplied 45% of the day's gain.
·4 min read
On 21 September the S&P 500 gained about $1.06 trillion in market value, and Meta, Nvidia, AMD and Intel supplied 45% of it from 12% of the index's weight. Here is the whole map, including the Energy stocks that lost $60 billion.
sectorstechnologysp500metasemiconductorsenergyFinancials lost $168 billion on the day Meta's Muse landed. The S&P 500 finished flat.
·4 min read
S&P 500 financials fell 1.93% on 22 September, their weakest day in the site's snapshots since mid-June, and lost $168 billion while the index barely moved. JPMorgan alone accounted for $32 billion; Schwab and Allstate fell hardest.
sp500sectorsfinancialsaiBooking, Airbnb and Expedia lost $22.5 billion in two days after Meta's Muse. Marriott rose.
·4 min read
Booking Holdings, Airbnb and Expedia fell 7.5% to 10.3% over 22-23 September as Meta's Muse AI agent was tied to travel booking, losing $22.5 billion combined. Airbnb had its worst day in our history. Marriott rose 2.63% and Hilton was flat.
sectorsconsumer-discretionarytravelmetaaisp500Gen Digital fell 12% for making a bid. MGM fell 11% for losing one.
·4 min read
Two takeover stories gave the S&P 500 its two worst performers on 24 September. Gen Digital lost $1.9 billion after reports that it had approached GoDaddy, more than three times what GoDaddy gained. MGM Resorts lost $1.1 billion after Barry Diller's People Inc. withdrew its $48.30-a-share offer.
sp500sectorstechnologyconsumer-discretionarymergersCoinbase fell 10% and took the exchanges down with it. The banks didn't move.
·3 min read
Coinbase closed down 10.10% on 15 September, the S&P 500's worst performer, hours after the Senate failed to advance the CLARITY Act. Cboe, Robinhood, Nasdaq and CME fell alongside it inside Financials — while JPMorgan, Wells Fargo and Bank of America barely moved.
financialscryptocoinbasesp500sectorsEnergy erased $73.6 billion from the S&P 500 today, its worst sector day in over a month
·3 min read
The S&P 500 fell 0.44% on September 16, but Energy fell 3.03% cap-weighted and lost $73.6 billion, its steepest one-day drop of the last month, as oil prices pulled back from four-month highs on news a damaged Saudi pipeline will restart within days.
sectorsenergyoilsp500