Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish

cnbc.com · 2026-09-12

Stocks came under pressure last week as surging oil prices and bond yields stoked renewed concerns about inflation and the Fed's next move.

TickrTrends take: Apple trades at a valuation that TickrTrends considers overvalued in a market environment where inflation concerns are pressuring equities broadly. For investors focused on valuation metrics, this combination of elevated valuations and macroeconomic headwinds suggests monitoring whether Apple can demonstrate earnings growth sufficient to justify its current price level. The Technology sector's sensitivity to interest rate expectations makes valuation discipline particularly important during periods when inflation fears drive market volatility.

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