Power Hour #112: Breadth Breaks: Cut the Rate-Sensitive Names Before the Bell – Wednesday 9/23/2026

Episode summary

Market breadth collapsed from 117 to 60 in a single session as sentiment flipped from bullish to Very Bearish intraday, hitting rate-sensitive names like DB, BKNG, Z, and TEAM hard. The hosts break down which names to exit before the close, which ones — FSLY, PANW, PLTR — are showing confirmed strength, and what to track overnight (FSLY, KMX, and Health Care leadership) before adding risk back in.