---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000878445.md"
description: "US stocks mixed pre-market after Warsh’s hawkish Jackson Hole speech lifted September rate hike odds to 62%. I am skeptical the Fed will move in September given slowing jobs and stable inflation. Brent rose 2% on renewed US-Iran strikes. 2- and 10-yr treasury yields eased, #BTC dipped but is +21% in August. Chip stocks were mixed (NVDA +0.5%). 2026 S&P EPS are now up +31% y/y to $346 on AI and energy sector gains, putting the S&P 500 2026 P/E at 21.2x, matching the 10-year yield.  I remain cautious on $Tesla(TSLA.US) amid falling long-term estimates, the ongoing commoditization of unsupervised autonomy, and a 210x 2026 P/E versus +35% long-term earnings growth implying a 6x PEG, by far the highest among the Mag 8."
datetime: "2026-08-31T09:20:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000878445.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000878445.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000878445.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# US stocks mixed pre-market after Warsh’s hawkish J…


### Related Stocks

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- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**