Skip to contentHome page Seeking Alpha - Power to InvestorsOct 21, 2026, 4:51 AM ETMRNA, IREN, NKE, CRDO, BUZZVanEck5.46K FollowersStocks Rose on AI Strength: The S&P 500 gained 2.4% and the Nasdaq Composite 4.3% between selection dates (September 10, 2026 – October 8, 2026), while the BUZZ Index gained 3.4% despite higher yields.Fed Hiked, Yields Climbed: On September 16 the Fed raised rates 25 basis points, its first increase since 2023, sending the 10-year Treasury yield above 5% and briefly above 5.3% near period end.Oncology Led, AI Cloud Lagged: Moderna added 0.81% to returns on cancer vaccine optimism, while IREN detracted 0.52% on unconfirmed reports of data-center reliability issues in B.C.Getty ImagesRising yields and oil prices pressured equities as the Fed raised rates 25 bps, while Moderna led BUZZ Index gains on oncology optimism and IREN weighed on returns.U.S. equity markets advanced during the recent period between selectionThis article was written byVanEck5.46K FollowersVanEck is a global asset management firm offering ETFs, mutual funds, private funds, model portfolios, institutional strategies, separately managed accounts, as well as UCITS funds. Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. VanEck has a long history of looking beyond financial markets to spot trends that create meaningful investment opportunities. We were one of the first U.S. asset managers to give investors access to international markets, which set the tone for identifying asset classes and themes such as gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 that later helped shape the investment industry. The firm oversees $161.7 billion in assets as of September 30, 2025. Disclosures: http://ow.ly/SZ9450N5qTJ.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.