Good morning—Friday, September 18, 2026
Your quick take on yesterday’s action and what you must watch today:
Market Pulse: Momentum names ripped higher on biotech and crypto-mining catalysts, led by a Fayuvi nod that lit a fire under RARE and power plays in mining stocks.
Key Movers: Ultragenyx’s RARE surged post-FDA clearance, SoFi buzz picked up on unpriced embedded banking services, and CVS popped into focus after dipping below analyst targets.
Macro & Politics: Nancy Pelosi’s tour of Bloom Energy’s headquarters showed political star power can move markets, as a former Speaker’s visit sent shares unexpectedly higher.
What’s Next: Eyes on any FDA commentary around radiology AI premarket clearance—regulatory updates could spark fresh moves in med-tech names before the open.
Market Commentary
Here’s what everyone’s snoozing on: while markets salivate over RARE’s Fayuvi approval and crypto-mining plays, the FDA’s firm hold on radiology AI revenue is a ticking time bomb. That pymnts.com report didn’t just slip under the radar—it flags a melting ice cube of upside for any med-tech player counting on premarket clearance to fatten next quarter’s topline. Investors treating AI algorithms like free money are living bullshit fantasies that could blow up in a heartbeat.
Political star power and regulatory stamps of approval are two sides of the same coin this week—Nancy Pelosi’s Bloom Energy run and the FDA clearing Fayuvi tell a single story: conviction moves markets faster than earnings. When Barchart.com shines on a former Speaker’s ribbon-cutting, it underscores how half-baked policy plays can pack as much punch as a Phase III result. Blend those narratives, and you’ve got a thesis that political cachet and biotech catalysts are inseparable market drivers in 2026.
So here’s the game plan: load up on names with pending regulatory or political catalysts, set alarms for FDA orders on radiology AI, and don’t shy from high-volatility setups in crypto-mining shares. If you’re looking to surf the next wave, keep your finger on the pulse of offbeat catalysts—earnings are quaint compared to a well-timed approval or endorsement.
📈 Breaking Financial News
Can Fayuvi FDA approval lift RARE stock further?
Ultragenyx Pharmaceutical shares jumped 12.6% to $14.50 on September 17 after the FDA approved Fayuvi, a gene therapy for children with Sanfilippo syndrome Type A. RARE stock jumps 13%
Despite Hype, Broadcom Keeps Edging Sideways and Down: This Wall Street Analyst Says It Will Provide 75% Returns Soon
Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector…
SoFi Could Be Building Something Wall Street Hasn’t Fully Priced In
SoFi just posted a record quarter and raised guidance while its stock sits near a 52-week low, and the gap between what the business is doing and what the ma…
FDA Keeps Radiology AI Revenue Tied to Premarket Clearance
The Food and Drug Administration is keeping a firm regulatory gate between a new radiology algorithm and its ability to generate revenue in the United States. An FDA final order that took effect Thursday (Sept. 17) requires several categories of artificial in…
UNCY Shareholder Alert: Unicycive Therapeutics, Inc. Securities Class Action Lawsuit – Investors Should Contact SueWallSt
A securities class action alleges Unicycive Therapeutics spent six months telling shareholders its OLC application was on track while never verifying, through its own inspection, that the manufacturer at the center of the FDA's prior rejection had fixed anyth…
Jensen Huang Is Quietly Building What He Calls the Largest Technology Industry the World Has Ever Seen
Wall Street is still counting GPU shipments. Morgan Stanley says this new Nvidia-backed market touches $60 trillion, and Goldman Sachs expects it to explode in 2026. One analyst has named three small companies at its center.
🔍 Market Analysis & Insights
CleanSpark Climbs 5% as Bitcoin Miners Outrun the Coin; Strategy Rises 4%
Bitcoin mining stocks are surging at a rate that dwarfs the coin itself, and the gap between equity gains and spot price raises a question the tape alone can…
Fennec Pharmaceuticals Announces Oral Presentation of Detailed Results from Investigator-Initiated Phase 2 STS-J01 Clinical Study of Pedmark® in Japan at SIOP 2026
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X10 Supplement Sold on Amazon and Walmart.com Recalled for Hidden Viagra and Cialis Ingredients Months After FDA Warning
X10 enhancement sachets sold online are recalled for containing hidden sildenafil and tadalafil, months after an FDA warning. Check lot numbers now.
SMCI Has Something Nvidia Doesn’t. Here’s Why That Matters
Nvidia designs the chips, but Supermicro builds something around them that Nvidia simply cannot sell you, and that distinction may be exactly what the market…
What you should know about the new mRNA flu vaccine
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“Elon Musk’s One Stock Retirement Plan”
Legendary investor Stanley Druckenmiller once said: “You don't get rich by diversifying into 50 mediocre assets.
💰 Investment Opportunities
CVS Trading Well Below Wall Street Targets After Month’s Softening Creates Opening
CVS trades at a forward multiple that screams cheap, yet the street's already bullish and our model runs even hotter. Before you trust either read, there are…
If You Missed the Nancy Pelosi Rally, Here’s the Case for Buying Bloom Energy Stock Now
The stock continues to have its merits despite the Pelosi-induced rally. Amid an AI selloff, here's a case for re-entering the stock.
Geron Eyes High End of 2026 RYTELO Revenue Guidance as Community Adoption Expands
Geron (NASDAQ:GERN) executives said the company remains on track to generate 2026 RYTELO net revenue of $220 million to $240 million, with Chief Executive Of…
How Agentic AI Could Drive HPE Stock Much Higher
Hewlett Packard is well positioned as AI infrastructure demand accelerates, potentially creating another leg of growth ahead.
‘They laughed us out of the room': In 2000, Netflix founders wanted to sell the company to Blockbuster for $50 million. Today, it is worth hundreds of billions of dollars
In the year 2000, Blockbuster famously spurned a $50 million deal from Netflix, a fledgling company struggling for survival. Fast forward to today, Netflix has evolved into a colossal forces in the entertainment industry, while Blockbuster has nearly faded fr…
BREAKING: Elon's New “Super Startup”
It has nothing to do with electric vehicles, space, social media, crypto, biotech, robots or AI… 99.99% of Elon's own followers have no idea it exists. But it's already making him $12 billion a year.