The Investor
21 Sep 2026, 14:47
U.S. Stocks Rally as AI Shares Surge and Falling Oil Prices Ease Inflation Fears
U.S. stocks traded sharply higher Monday, led by technology shares as falling oil prices and lower Treasury yields improved risk sentiment.
The S&P 500 rose 0.95% to 7,723.01, while the Dow Jones gained 0.43% to 51,903.85. The Nasdaq outperformed with a 1.53% advance to 26,927.20.
Technology and AI-related stocks were the main drivers of the rally. Chipmakers including AMD, Intel and Micron posted strong gains, while Meta also advanced as investors returned to AI-related names after last week’s concerns over the pace of artificial-intelligence development eased.
The broader market also benefited from a sharp decline in crude oil prices. Brent fell back toward $100 a barrel as concerns over Middle East supply disruptions eased, helping reduce inflation pressure and pushing the 10-year Treasury yield below 5%.
Improving U.S.-China sentiment added to the positive backdrop, with investors looking ahead to high-level discussions covering trade, technology and AI.
For now, the combination of lower energy prices, easing bond yields and renewed enthusiasm for AI is supporting a broad risk-on move, with the Nasdaq clearly leading the major U.S. indexes.
U.S. stocks traded sharply higher Monday, led by technology shares as falling oil prices and lower Treasury yields improved risk sentiment.
The S&P 500 rose 0.95% to 7,723.01, while the Dow Jones gained 0.43% to 51,903.85. The Nasdaq outperformed with a 1.53% advance to 26,927.20.
Technology and AI-related stocks were the main drivers of the rally. Chipmakers including AMD, Intel and Micron posted strong gains, while Meta also advanced as investors returned to AI-related names after last week’s concerns over the pace of artificial-intelligence development eased.
The broader market also benefited from a sharp decline in crude oil prices. Brent fell back toward $100 a barrel as concerns over Middle East supply disruptions eased, helping reduce inflation pressure and pushing the 10-year Treasury yield below 5%.
Improving U.S.-China sentiment added to the positive backdrop, with investors looking ahead to high-level discussions covering trade, technology and AI.
For now, the combination of lower energy prices, easing bond yields and renewed enthusiasm for AI is supporting a broad risk-on move, with the Nasdaq clearly leading the major U.S. indexes.
