Stoka JournalWeekly-theme market commentary (headline + link only for paywalled sources)https://stokajournal.com/en-usRobotics Unicorn Sets Tone for Market Themes This Weekhttps://stokajournal.com/robotics-unicorn-market-themes-week/https://stokajournal.com/robotics-unicorn-market-themes-week/A robotics startup reaches a $1 billion valuation as Cerebras rallies on OpenAI ties and Hormuz headlines linger. What the week's market themes may mean.Mon, 05 Oct 2026 10:07:55 GMTRoboticsAI StocksPrivate MarketsMarket CommentaryWeekly Market Review: The Fed Raises Rates by a Quarter Pointhttps://stokajournal.com/weekly-market-review-fed-raises-rates-september/https://stokajournal.com/weekly-market-review-fed-raises-rates-september/Weekly market review of the Sept. 16, 2026 FOMC decision: a unanimous quarter-point hike to 3.75%-4.00%, citing elevated inflation. What it meant for markets.Wed, 16 Sep 2026 14:00:00 GMTFOMCInterest RatesMonetary PolicyS&P 500 Rebalance: Equity Strategy Notes on the September Changeshttps://stokajournal.com/sp-500-rebalance-equity-strategy-september-2026/https://stokajournal.com/sp-500-rebalance-equity-strategy-september-2026/Equity strategy notes on the Sept. 4, 2026 S&P index changes: Bloom Energy, Illumina and Everpure join the S&P 500, while four tech names enter the S&P 100.Fri, 04 Sep 2026 14:00:00 GMTS&P 500Index RebalancingEquity StrategyMarket Commentary: Q2 GDP Revision and a Jump in Corporate Profitshttps://stokajournal.com/market-commentary-q2-gdp-corporate-profits/https://stokajournal.com/market-commentary-q2-gdp-corporate-profits/Market commentary on the BEA's Aug. 26, 2026 release: Q2 GDP growth of 1.5%, PCE inflation of 5.3% and a $400.9 billion increase in corporate profits.Wed, 26 Aug 2026 14:00:00 GMTGDPCorporate ProfitsInflationStock Market Outlook: May CPI Shows Energy Driving 4.2% Inflationhttps://stokajournal.com/stock-market-outlook-may-cpi-energy/https://stokajournal.com/stock-market-outlook-may-cpi-energy/May 2026 CPI, released June 10, showed prices up 4.2% over the year, with energy driving most of the monthly gain. What it meant for the stock market outlook.Wed, 10 Jun 2026 14:00:00 GMTCPIInflationEnergyFed Stability Report Flags Market Themes: Valuations, AI, Credithttps://stokajournal.com/fed-stability-report-market-themes-may-2026/https://stokajournal.com/fed-stability-report-market-themes-may-2026/The Fed's May 2026 Financial Stability Report flagged market themes for stock investors: high valuations, a low equity premium, AI and private credit risk.Fri, 08 May 2026 14:00:00 GMTFederal ReserveFinancial StabilityEquity Valuations