Wall Street Market Today: Nasdaq Rises, Dow Declines
U.S. stock markets were mixed in Tuesday’s trading session as technology stocks continued to lead the market higher, while financial shares weighed on the Dow Jones Industrial Average.
The Nasdaq Composite gained 0.5% in recent trading and reached a new intraday record, while the S&P 500 added 0.1%. In contrast, the Dow Jones Industrial Average fell 0.5% as shares of JPMorgan Chase, Goldman Sachs and Visa declined.
The figures were reported at around 10:45 a.m. EDT on September 22, 2026.
The latest move followed a strong session on Monday, when all three major U.S. indexes posted significant gains.
Nasdaq Sets New Intraday Record
The Nasdaq has remained at the center of the latest technology-led market rally.
On Monday, the Nasdaq Composite jumped 2.3%, while the S&P 500 gained 1.5% and the Dow advanced 0.7%. The Nasdaq also moved above its previous record close from June 2.
On Tuesday, the technology-heavy index extended those gains and reached another intraday record.
Reuters separately reported that the Nasdaq touched 27,212.68, surpassing its previous intraday high, with technology shares and easing oil prices supporting investor sentiment.
Meta Shares Continue to Gain
Meta Platforms remained one of the major stocks in focus after its shares surged more than 11% on Monday.
The rally followed strong interest in Meta’s new AI agent, Muse, which reached the top of Apple’s U.S. App Store.
Meta shares continued to trade higher on Tuesday, adding to the previous session’s sharp advance.
The performance has also helped renew investor interest in companies linked to artificial intelligence infrastructure and semiconductor demand.
AI Stocks Lead the Market Rally
Technology and semiconductor stocks were among the strongest performers in the latest market move.
The Magnificent Seven group of mega-cap technology companies was up around 1% in recent Tuesday trading, while the Roundhill Magnificent Seven ETF was also higher.
Semiconductor-related ETFs also continued to advance after posting strong gains during Monday’s session.
The broader rally reflects renewed market interest in artificial intelligence-related companies following the strong response to Meta’s Muse AI agent.
AMD Market Cap Crosses $1 Trillion
Advanced Micro Devices (AMD) has become another major focus of the current technology rally.
AMD shares jumped around 10% on Monday, taking the company’s market capitalization above $1 trillion for the first time.
On Tuesday, AMD shares were still trading higher, extending the momentum from the previous session.
Reuters also reported that AMD’s market value crossed the $1 trillion threshold during Monday’s rally.
Intel and Arm Also Extend Recent Gains
Other semiconductor and technology stocks also recorded strong moves.
Arm Holdings and Intel gained during Tuesday’s trading after posting sharp advances on Monday.
According to the market update, Arm shares had jumped around 17% on Monday, while Intel shares gained about 12%.
The gains came amid broader strength in semiconductor stocks as investors continued to focus on AI-related spending and computing infrastructure.
Dow Jones Falls as Financial Stocks Decline
While technology stocks supported the Nasdaq and S&P 500, the Dow Jones moved in the opposite direction.
The blue-chip index was down around 0.5% in recent trading, with declines in major financial and payment companies including:
- JPMorgan Chase
- Goldman Sachs
- Visa
The weakness in these companies helped push the Dow lower even as technology shares remained firm.
Treasury Yields Remain Near 5%
The U.S. Treasury market was also being closely watched by investors.
The 10-year Treasury yield rose slightly on Tuesday after falling four basis points during Monday’s session.
At the time of the market update, the yield stood at approximately 4.96%, less than one basis point above Monday’s close.
The 10-year Treasury yield is an important benchmark because it influences borrowing costs across mortgages, corporate bonds and other forms of credit.
Oil Prices Fall as Middle East Developments Remain in Focus
Oil prices moved lower on Tuesday after initially gaining.
WTI crude was recently down around 1.1% at $94.75 per barrel, while Brent crude fell approximately 1% to $99.35 per barrel, according to the market update.
Investors were watching developments surrounding the conflict involving Iran and expectations of possible diplomatic discussions.
Reuters also reported that falling oil prices were helping support the broader market by easing some concerns around energy costs and inflation.
Bitcoin Pulls Back After Recent High
Bitcoin also remained on investors’ radar.
The cryptocurrency slipped slightly to around $85,900 on Tuesday after reaching its highest level since January during the previous session.
The move came as technology and risk-sensitive assets continued to attract attention across global financial markets.
Gold Prices Edge Lower
Gold futures also declined during Tuesday trading.
Gold was recently down around 0.5% at approximately $4,360 an ounce, according to the market update.
Meanwhile, the U.S. Dollar Index gained around 0.1% to 100.52.
The combination of movements in the dollar, Treasury yields, oil and gold remains an important part of the broader market picture.
Shopify Stock Jumps on Meta Muse Partnership
Beyond the major indexes, Shopify was another notable stock in Tuesday’s session.
Shopify shares gained nearly 8% in recent trading, adding to a roughly 7% rise on Monday.
The move followed an announcement from Shopify CEO Tobi Lütke that the company was partnering with Meta’s Muse AI agent to enable agentic checkout using Shop Pay across Shopify stores.
The partnership has placed Shopify among the companies benefiting from the latest interest in AI-powered shopping and commerce.
Amazon Reportedly Blocks Muse Purchases
The development involving Shopify also comes as reports emerged that Amazon had blocked Muse from completing purchases on its platform.
According to the source, Amazon and Meta had not immediately responded to requests for comment regarding the move.
The contrasting developments highlight the growing importance of AI agents in online shopping and digital commerce.
AutoZone Stock Gains After Earnings Report
AutoZone was another major stock mover on Tuesday.
Shares of the auto-parts retailer gained around 5.5% in early trading after the company reported fiscal fourth-quarter earnings of $56.05 per share, exceeding Visible Alpha consensus estimates.
However, AutoZone’s quarterly revenue of $6.59 billion and same-store sales growth of 2.7% came in below estimates.
Despite Tuesday’s rise, the company’s shares remained down around 13% for the year at the time of the report.
What Investors Are Watching Next
Investors are now monitoring several major developments that could influence the direction of U.S. markets.
These include:
- Continued performance of AI and semiconductor stocks
- Oil-price movements
- Treasury yields
- Developments involving Iran and the Middle East
- U.S.-China discussions on artificial intelligence
- Corporate earnings
- Performance of major technology companies
The source also noted that U.S. President Donald Trump was expected to discuss AI during a meeting with Chinese leader Xi Jinping later in the week.
U.S. Stock Market Snapshot
| Index / Asset | Latest Move |
|---|---|
| Nasdaq Composite | +0.5% |
| S&P 500 | +0.1% |
| Dow Jones Industrial Average | -0.5% |
| 10-Year Treasury Yield | ~4.96% |
| WTI Crude | $94.75/barrel |
| Brent Crude | $99.35/barrel |
| Bitcoin | ~$85,900 |
| Gold | ~$4,360/oz |
| U.S. Dollar Index | 100.52 |
Market figures above reflect the source’s reported levels around 10:45 a.m. EDT on September 22, 2026.
Market Focus Shifts Between AI, Oil and Global Developments
Tuesday’s trading session showed a clear divergence between technology-heavy indexes and the Dow.
AI-related stocks continued to attract buying interest, while financial shares weighed on the Dow. At the same time, investors were monitoring falling crude prices, Treasury yields and geopolitical developments.
The Nasdaq’s record-setting move came after a particularly strong Monday session, when technology and semiconductor stocks led a broad rally across Wall Street.
For investors following global markets, the interaction between AI-related corporate growth, interest rates, energy prices and geopolitical developments remains central to the latest market moves.
