Edition for Tuesday, September 29, 2026

S&P 500 Rises 0.4% as AI Spend Drives Tech

Robust enterprise AI adoption continues to lift mega-cap technology names, putting the odds of a green S&P close at 63%.

Our call:Markets should go up·64% chance we're right·confidence 75/100

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Opening Bell

SPX

+0.40%

↑ 58%

NDX

+0.60%

↑ 61%

DJI

+0.30%

↑ 55%

RUT

+0.10%

↑ 51%

VIX

-2.00%

↑ 41%

DXY

-0.10%

↑ 47%

The Editorial

S&P 500 Rises 0.4% as AI Spend Drives Tech

Robust enterprise AI adoption continues to lift mega-cap technology names, putting the odds of a green S&P close at 63%.