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Sunday, September 13, 2026 • Your Daily Market Briefing
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Today’s Key Points
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It's Monday, and the loud part of the week is still ahead of us — the Fed speaks Wednesday, and Sunday's note has your full map for that. So this morning we're doing something different. We're rewinding to three things that happened last week while everyone was staring at inflation charts.
Companies talk constantly. Guidance, conference calls, carefully worded press releases. But last week, three companies did something more honest than talking. One wrote a $1.9 billion check. One authorized a $1 billion buyback. And one hit a milestone no software company had ever reached — and watched the crowd yawn anyway, which tells you something too.
When the words and the money disagree, follow the money.
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Also on Behind the Markets
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“The stock market is a device for transferring money from the impatient to the patient.”
— Warren Buffett
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