The Fed released its September economic projections on September 16, 2026. Two weeks later, Minneapolis Fed President Neel Kashkari said inflation is still too high despite a cooler PCE reading.

The 10-year Treasury yield hit 5.23%, its highest since 2007. Inflation matters, but heavy government and AI-related bond issuance may be a bigger driver.

Nvidia reported nearly $60 billion in quarterly profit as its market value climbed to roughly $5.5 trillion. The results show the extraordinary scale of the AI boom—and why growing market concentration deserves attention from investors.