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According to the Wall Street Journal, a task force led by U.S. Vice President Vance plans to cancel approximately 760,000 Obamacare enrollments suspected of fraud.

2026-09-22

According to the Wall Street Journal, a task force led by U.S. Vice President Vance plans to cancel approximately 760,000 Obamacare enrollments suspected of fraud.

Other News
2026-09-23

According to MSNOWnews, a U.S. official said Trump recently signed an appointment formalizing Marco Rubio as national security adviser; Rubio, who had been serving in an acting capacity, is now officially appointed.

According to MSNOWnews, a U.S. official said Trump recently signed an appointment formalizing Marco Rubio as national security adviser; Rubio, who had been serving in an acting capacity, is now officially appointed.
2026-09-23

Galaxy Securities said in a Sept. 23 report the Fed hiked 25bps to 3.75%–4.00% on Sept. 16, the first increase since July 2023. A systemic rise in risk-free lifting discount rates beyond the policy rate and compressing equity P/Es, disproportionately

Galaxy Securities said in a Sept. 23 report the Fed hiked 25bps to 3.75%–4.00% on Sept. 16, the first increase since July 2023. A systemic rise in risk-free lifting discount rates beyond the policy rate and compressing equity P/Es, disproportionately hitting high-valuation growth stocks dependent on distant cash flows. The AI narrative remains strong, but pricing is shifting from long‑term visions to near‑term realization. On the first trading day after the hike, storage, CPUs, foundry and optical‑interconnect segments outperformed; strong current earnings and short investment payback make these compute‑hardware nodes less sensitive to higher rates. Valuation differentiation is accelerating: hardware with verified cash flows and earnings (advanced process, memory, optical interconnect, equipment and materials) is benefiting, while narrative‑driven, unprofitable names are being further squeezed.
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