Stock Market News for Sep 14, 2026

U.S. equities rallied Friday as declining oil prices and moderate inflation data reduced expectations for additional Federal Reserve rate hikes. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite each advanced approximately 1%, with technology and consumer discretionary stocks pacing the gains.

HPE and DELL both surged over 12%, leading the tech sector higher. The VIX volatility index dropped 11.2%, signaling reduced hedging demand and improved risk appetite among market participants.

The rally came as energy prices retreated and inflation metrics came in below feared levels, diminishing the case for further monetary tightening. Technology shares, which had underperformed during the rate-hike cycle, benefited disproportionately from the shift in rate expectations. Consumer discretionary names also outperformed as investors priced in improved economic conditions.