# Stocks soar as Fed uncertainty fades

> Markets bounce back after rate hike clarity, with tech and industrial stocks leading the charge.
- Title: Stocks soar as Fed uncertainty fades · Kiplinger | Shortify
- Summary: Markets bounce back after rate hike clarity, with tech and industrial stocks leading the charge. Once the Fed raised rates and removed uncertainty, investors…
- Keywords: federal reserve, interest rates, stock market, dow jones, s&p 500, nasdaq, tech stocks, nvidia, generac, amazon, treasury yields, oil prices
- Source: Kiplinger — https://kiplinger.com/investing/stocks/stocks-soar-as-fed-uncertainty-fades-stock-market-today
- Published: 2026-09-17T20:11:35+00:00
- Read time: 2 min
- Topics: federal reserve, interest rates, stock market, dow jones, s&p 500, nasdaq, tech stocks, nvidia, generac, amazon, treasury yields, oil prices
## Markets bounce back after Fed clarity
Stocks jumped Thursday after the Federal Reserve raised rates for the first time since 2023, removing uncertainty that had weighed on Wednesday's trading.
## Three major indexes post solid gains
The Dow Jones rose 0.6% to 51,778, the S&P 500 gained 1.1% to 7,637, and the Nasdaq Composite jumped 1.7% to 26,418.
## Fed signals inflation fight continues
Fed Chair Kevin Warsh said inflation remains too high and the quarter-point rate increase will support a faster return to the 2 percent inflation target.

> The plain fact is that inflation is too high and has been for too long.
## Uncertainty fades, rally resumes
With the rate hike decision behind them, investors now have the clarity needed to resume buying stocks, according to Edwards Asset Management's chief investment officer.

> Now that we are past this rate hike, stocks can move on, as uncertainty has faded.
## Treasury yields and oil prices fall
The 2-year Treasury yield dropped 5.4 basis points to 4.673% and the 10-year fell 6.8 basis points to 4.936%. West Texas Intermediate crude slipped 0.5% to $101.91 per barrel.
## Nvidia leads tech sector higher
Nvidia gained 2.5% as CEO Jensen Huang said chip sales are expected to double next year on strong AI demand, despite recent safety concerns from industry leaders.
## Ciena sees explosive AI growth ahead
Ciena, which makes high-speed networking equipment, expects revenue to grow roughly 30% annually over the next three years, driven by surging AI orders and new customers.

> Ciena's rapidly expanding AI networking opportunity has led to surging orders and backlog, new markets, and new customers.
## Generac soars on Amazon deal
Generac jumped 18.3% after signing a long-term supply agreement with Amazon worth up to $8 billion in backup generators through 2033, plus warrant rights to buy 1.7 million shares.
## Industrial stocks gain on growth
Caterpillar rose 2.0% and Deere jumped 2.4% as industrial stocks benefited from economic optimism and strong order books across the sector.
## Key takeaway

Once the Fed raised rates and removed uncertainty, investors gained the clarity needed to resume buying stocks.