Wire flash
S&P 500 falls on rising oil prices, sagging AI stocks as Fed meeting looms
Editorial responsibility
- No named human review is recorded for this page.
- Source reporting is collected, normalized, translated or condensed automatically when needed.
- Automatically published source-backed update
The S&P 500 fell on Monday, September 14, 2026, driven by surging oil prices, declining AI stocks, and escalating Middle East hostilities, as investors prepared for the Federal Reserve's meeting. Daniela Hathorn, senior market analyst at Capital.com, noted markets started the week defensively due to geopolitical escalation and hawkish central bank expectations. Brent crude jumped over 3% toward $106 after fresh attacks on shipping in the Strait of Hormuz and a drone strike prompted Saudi Arabia to temporarily shut its East-West pipeline. The Federal Open Market Committee is scheduled to meet this week, with a rate decision on Wednesday. Hathorn said Friday's hotter CPI report pushed markets to price roughly an 85% probability of a 25-basis-point Fed hike. AI stocks including Nvidia, AMD, and Sandisk fell after Anthropic CEO Dario Amodei published an essay urging the AI industry to slow frontier model development over safety concerns. Stocks had finished higher on Friday, breaking a four-day losing streak.
Source report
By Rob Lenihan Mon, September 14, 2026, 6:38 AM PDT | 1 min read
This live blog is refreshed throughout the day with the latest market updates. To find the latest Stock Market Today threads, click here.
Happy Monday. Stocks were falling, pulled down by surging oil prices, sinking AI stocks, and escalating hostilities in the Middle East, as investors gear up for this week's Federal Reserve meeting.
"Markets are starting the week on a defensive footing, with the combination of another escalation in the Middle East and increasingly hawkish central-bank expectations weighing on risk appetite," said Daniela Hathorn, senior market analyst at Capital.com. "Oil is once again the biggest geopolitical story."
"Brent has jumped more than 3% toward $106, having already gained almost 9% last week, after fresh attacks on shipping in the Strait of Hormuz and a drone strike prompted Saudi Arabia to temporarily shut its East-West pipeline."
The Federal Open Market Committee is scheduled to meet this week, with its interest-rate decision and press conference set for Wednesday.
"The oil shock is feeding directly into the rates story," Hathorn said. "Friday's hotter CPI report pushed markets to price roughly an 85% probability of a 25-basis-point Fed hike on Wednesday, with another hike increasingly expected before year-end."
Nvidia (NVDA), AMD (AMD), and Sandisk (SNDK) were falling after Anthropic CEO Dario Amodei published an essay urging the AI industry to slow the development of frontier models over safety concerns.
Stocks finished higher on Friday, breaking a four-day losing streak as oil prices fell and inflation data met expectations.
This story was originally published by TheStreet on Sep 14, 2026, where it first appeared in the Stock Market Today section. Add TheStreet as a Preferred Source by clicking here.
[View Comments]
Source
Yahoo FinanceWestern
Part of this Story
AI CEOs call for development slowdown, sending tech stocks and oil prices sharply lower