Stock Market Today: Dow Falls On Rising Oil; Nvidia Sells Off On AI Warning (Live Coverage)
On Monday, September 14, 2026, the stock market experienced a decline as oil prices surged, AI stocks suffered, and tensions in the Middle East intensified. Market analysts noted that the combination of further unrest in the Middle East and increasing expectations from central banks were contributing to a cautious approach among investors.
Oil prices, specifically Brent, experienced a significant increase, climbing more than 3% to reach $106. This jump came after recent attacks on shipping in the Strait of Hormuz and a drone strike, which led Saudi Arabia to temporarily halt its East-West pipeline. Daniela Hathorn, a senior market analyst at Capital.com, emphasized that oil remains a primary geopolitical concern in the current market landscape.
The Federal Open Market Committee was set to meet that week, with their decision on interest rates and subsequent press conference scheduled for Wednesday. Analysts suggested that the oil price shock was directly influencing the rate decision, as markets priced an 85% chance of a 25-basis-point Federal Reserve hike on that day, with further rate hikes anticipated before the end of the year.
Following a particularly hot Consumer Price Index (CPI) report on Friday, investors priced a high probability of another Fed rate increase, with expectations of additional hikes ahead. This led to a decline in stocks, particularly in the AI sector. Notably, companies like Nvidia (NVDA), AMD (AMD), and SanDisk (SNDK) saw their shares fall after Anthropic CEO Dario Amodei published an essay advocating for a slower pace in the development of frontier AI models due to safety concerns.
Despite the overall downward trend, stocks managed to close higher on Friday, breaking a four-day losing streak. This positive closure was attributed to a drop in oil prices and data that aligned with expectations concerning inflation. The article was originally published by TheStreet on September 14, 2026, within the Stock Market Today section.
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