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The FOMC wraps its two-day meeting this afternoon with CME FedWatch pricing a 92% chance of a quarter-point hike — the first in three years. The 10-year Treasury yield touched 5.041% Tuesday, its highest since 2007, and Brent settled near $109. Stocks closed lower Tuesday: S&P 500 -0.45% to 7,585.73, Nasdaq -0.78% to 25,981.57, Dow -0.63% to 52,093.11, with futures down another 0.6-0.7% overnight.
Nvidia CEO Jensen Huang called Anthropic's proposed antitrust waiver for coordinated AI slowdown "completely unnecessary," arguing safety is an engineering problem, not a legal one. He took a surprise onstage call from President Trump at the All-In Summit, where Trump called data-center opposition a "hoax." NVDA clawed back to roughly $212-213, up about 0.6% Tuesday after Monday's 3.4% drop.
Oracle slid about 3.1% on an analyst downgrade, the worst performer among the AI hyperscalers as the 5% 10-year yield puts a spotlight on debt-funded data-center buildouts. Alphabet fell 1.3%, Microsoft 1.6% and Amazon 2% on the same theme. Oracle had traded roughly 1% lower Tuesday even before the call.
Cybersecurity names became the direct beneficiary of the AI-safety panic: CrowdStrike jumped 14% to $236.61, Palo Alto Networks 13% to $372.76, and Zscaler roughly 12%. The First Trust Nasdaq Cybersecurity ETF (CIBR) closed up 6% on about $15.3 billion in net assets. The framing on the desk is "build AI versus control AI."
AMD rose 3.26% Tuesday as investors reassessed whether an AI-safety pivot actually dents infrastructure capex — a sharp reversal from Monday, when AMD sank 6% and Intel dropped 7% in a 5.8% rout of the Philadelphia Semiconductor Index. Piper Sandler recently initiated AMD at Buy with a $600 target; Stifel's Ruben Roy carries a $635 target.
Skyworks surged roughly 13.5% to about $89, the day's standout single-name move, after CEO Phil Brace told an investor conference the $22 billion Qorvo merger is in its final stages with just two regulatory jurisdictions outstanding. The Apple foldable "Duo" launch added supplier read-through. Volume ran well above normal.
Sam Altman told Fortune OpenAI will not go public this year, calling it "an ill-advised moment" given safety concerns — reversing CFO guidance from last month that a 2027-or-sooner listing was plausible. The knock-on hit Asia hard: SoftBank fell as much as 13.2%, Kioxia 9.8%, SK Hynix 5.3%, Samsung 3.7%, TSMC 1.2%.
Oracle announced investments across 10 wind projects delivering more than 1.7 gigawatts of carbon-free electricity into the ERCOT grid that powers its Abilene AI campus — enough for roughly 525,000 homes. Partners include Clearway Energy, ENGIE, RWE and Scout Clean Energy. It moves Oracle toward matching 100% of its Texas AI data-center load with carbon-free power.
DA Davidson's Gil Luria reiterated Buy and lifted his Palantir target to $250 from $200, arguing customer demand for "AI sovereignty" cements Palantir as the orchestration and control layer for enterprises juggling multiple models and costs. Street consensus sits near $200 with a Buy tilt — a thesis that fits neatly into this week's control-versus-build rotation.
Micron reports fiscal Q4 on September 30 against guidance near $50 billion in revenue and gross margin ambitions around 86%, with consensus non-GAAP EPS of $31.28. HBM supply for 2026 is fully booked and HBM4 has been shipping for Nvidia's Vera Rubin platform since March. DA Davidson has raised its target to $2,000 from $1,500.
