Weekly Investment Perspective September 1, 2026
September 1, 2026
U.S. equities finished modestly higher last week as strong corporate earnings continued to support stocks even as the outlook for interest rates became more challenging. The S&P 500 gained 0.5%, the Nasdaq Composite rose 0.9%, and the Dow Jones Industrial Average added 0.5%, while the Russell 2000 fell 1.5%. Software stocks were among the week’s strongest performers as another encouraging round of earnings helped extend the group’s rebound this quarter following a difficult first half stoked by AI disruption fears.