Geopolitics Alpha

The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most

Published . Updated .

Key PointsThe FOMC just voted 12-0 to increase the federal funds rate.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • GS Goldman Sachs

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT———————
IEF———————
SHY———————
SPY———————
JPM———————
BAC———————
GS———————
XLF———————
KRE———————
SUPX———————

Key PointsThe FOMC just voted 12-0 to increase the federal funds rate.

Source: Nasdaq Markets

Price since this story was published: SuperX AI Technology (SUPX)

Since the first closing price after “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is -0.88% over the same days, a -1.93% difference versus the market.

SUPX
SPY

Filings that name SuperX AI Technology (SUPX) around 21 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around SuperX AI Technology (SUPX)

Companies tied to this story

  • SUPX SuperX AI Technology

    For “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • MEDS DataMeds AI

    In “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    In “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    In “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    For “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBAI BigBear.ai Holdings

    BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most.” Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

SuperX AI Technology (SUPX)

SuperX AI Technology (SUPX) is the company in “The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most,” the 21 Sep 2026 this story story.

SuperX AI Technology (SUPX) is on the page because GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, DataMeds AI (MEDS): GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for SuperX AI Technology (SUPX)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

A simple score for SuperX AI Technology (SUPX)

46 out of 100

“The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.