Stock Market Update

17-Sep-26 14:30 ET
SMCI, MRNA, HPE Lead S&P 500 Gains as AI Infrastructure, Oncology Momentum Drive Rally
Dow +386.30 at 51848.20, Nasdaq +421.51 at 26420.98, S&P +86.41 at 7638.22

[BRIEFING.COM] The S&P 500 (+1.14%) is in second place on Thursday afternoon, up about 86 points.

Briefly, S&P 500 constituents Super Micro Computer (SMCI 40.54, +3.69, +10.01%), Moderna (MRNA 158.11, +12.49, +8.58%), and Hewlett Packard Enterprise (HPE 61.19, +4.65, +8.23%) dot the top of the standings. SMCI and HPE are benefiting from a broader AI infrastructure/server rally, with renewed enthusiasm around data-center spending and semiconductor demand lifting the hardware complex. MRNA is extending its recent cancer-vaccine momentum, as investors continue to react to encouraging melanoma data and the potential for additional oncology catalysts.

Meanwhile, T-Mobile US (TMUS 168.08, -8.18, -4.64%) underperforms despite a dearth of corporate news.

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