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US stock market news — Tuesday, August 25, 2026

69 stories · by lane · newest first · Eastern Time

The stories BORSA published on Tuesday, August 25, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 21 Macro 16 Analyst action 11 Geopolitics 9 Product 6 Earnings 5 Policy 1

Corporate

21 stories

Corporate10:46 PM ET

Barclays cuts Dick's Sporting Goods price target to $150 from $280bearish 30 · impact 40

Corporate10:04 PM ET

JERA invests in US energy-tech startup Emerald AI for AI power managementbullish 65 · impact 30

Corporate9:49 PM ET

Microsoft 365 maintenance disrupts Teams in Asia-Pacific, now resolvedneutral 50 · impact 20

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

News Calendar Reports Stocks Sign in

Corporate8:41 PM ET

Cramer advises long-term hold on SpaceX,: give it to your kids

neutral 50 · impact 10

Corporate7:26 PM ET

Domino's Pizza Enterprises to close up to 60 stores across four regionsbearish 40 · impact 20

Corporate6:35 PM ET

Woolworths: customers are expected to remain value-focused in the year ahead, expecting the challenging economic environment to continue with household budgets under pressure andneutral 50 · impact 20

Corporate6:32 PM ET

Copper Creek copper project in Arizona faces lawsuit over drilling approvalbearish 40 · impact 20

Corporate2:35 PM ET

Northrop Grumman CEO: Golden Dome becoming tangible for defense firmsbullish 70 · impact 40

Corporate2:28 PM ET

FDA clears Abbott's Libre Duo 10-day dual glucose and ketone monitorbullish 70 · impact 40

Corporate2:27 PM ET

Siemens Energy to spin off Transformation of Industry unit as standalone companyneutral 50 · impact 30

Corporate2:19 PM ET

Apple App Store sales drop for first time in a decadebearish 30 · impact 40

Corporate2:02 PM ET

Nvidia employee charged with smuggling advanced chips to Chinabearish 40 · impact 20

Corporate1:53 PM ET

SLB wins PDVSA contract to rebuild Venezuela oilfield data with cloud and AIbullish 60 · impact 20

Corporate12:17 PM ET

SpaceX unveils plans for new Gulf Coast spaceport in Louisiananeutral 50 · impact 40

Corporate11:58 AM ET

Anthropic to tell investors it sees over $30 trillion addressable market - WSJbullish 70 · impact 70

Corporate10:28 AM ET

ClickHouse ARR tops $350 million; Nebius holds 28% stakeneutral 50 · impact 40

Corporate10:04 AM ET

OpenAI: Broadcom-built Jalapeno chip beats Nvidia GB300 in inference testsbearish 35 · impact 60

Corporate10:04 AM ET

Perplexity launches local AI agent platform with Nvidiabullish 65 · impact 40

Corporate9:47 AM ET

Uber rolls out video livestream safety feature for teen ridesbullish 60 · impact 20

Corporate8:11 AM ET

Cisco and Supermicro expand Nvidia AI factory stack with rack-scale systemsbullish 65 · impact 30

Corporate6:49 AM ET

Tim Cook has less than a week left as Apple CEOneutral 50 · impact 10

Macro

16 stories

Macro10:38 PM ET

Beijing ports hit 15 million entry-exit trips by Aug 25, up 9% YoYneutral 50 · impact 20

Macro10:00 PM ET

US banks' unrealized losses surge to $326.7 billion, rising for two straight quartersbearish 30 · impact 60

Macro6:34 PM ET

Gold ETFs post largest weekly inflow since Januarybullish 70 · impact 40

Macro4:59 PM ET

Fed's Barkin warns investors may stop buying if debt keeps risingbearish 40 · impact 20

Macro1:02 PM ET

US 2-year note auction draws high yield of 4.204%, bid-to-cover 2.60bullish 65 · impact 40

Macro11:27 AM ET

US consumer confidence falls to 7-month low in Augustbearish 30 · impact 40

Macro10:18 AM ET

Fear and Greed Index at 60, signaling greedbullish 60 · impact 20

Macro10:02 AM ET

Fed's Collins: Rate hike appropriate soon without sustained disinflationbearish 30 · impact 40

Macro9:30 AM ET

MOC imbalance data shows net selling into the close across major indicesbearish 40 · impact 20

Macro8:55 AM ET

US Redbook retail sales rise 9.1% year over year, up from prior 7.6%bullish 60 · impact 20

Macro8:15 AM ET

US weekly ADP employment change rises to 11.75Kbullish 60 · impact 20

Macro7:52 AM ET

US July building permits revised lower to +4.3%neutral 50 · impact 20

Macro7:45 AM ET

Bessent bond buyback plan could trigger Treasury short squeezebullish 65 · impact 40

Macro7:37 AM ET

Survey: 92% of Americans delayed or skipped medical care over costbearish 40 · impact 20

Macro5:56 AM ET

Citi flags Hungary deficit risk to euro adoption pathbearish 40 · impact 20

Macro2:01 AM ET

Germany Q2 capital investment falls 0.2% on quarter, missing estimatesbearish 40 · impact 20

Analyst action

11 stories

Analyst action8:43 PM ET

Cramer: SpaceX is a stock to hold for lifebullish 60 · impact 10

Analyst action10:50 AM ET

Apple gets $365 target from Evercore on AI Mac pushbullish 70 · impact 40

Analyst action8:33 AM ET

JPMorgan reiterates Overweight on SpaceX, cites Grok momentum and Cursor ARRbullish 70 · impact 40

Analyst action7:58 AM ET

Analyst actions: AMD upgraded to Strong Buy at Raymond James; RLI, DQ downgradedbullish 65 · impact 30

Analyst action6:39 AM ET

Canaccord lifts Strategy target to $175 from $130, keeps Buybullish 70 · impact 40

Analyst action5:56 AM ET

Citi places Signet Jewelers on 30-day upside catalyst watchbullish 60 · impact 20

Analyst action5:26 AM ET

Raymond James upgrades AMD to Strong Buy, lifts target to $641bullish 70 · impact 40

Analyst action5:22 AM ET

Raymond James lifts Nvidia price target to $352 from $330, keeps Strong Buybullish 70 · impact 40

Analyst action4:26 AM ET

Morgan Stanley upgrades Dynatrace to Overweight, lifts target to $65bullish 70 · impact 10

Analyst action12:14 AM ET

Jefferies lifts Repsol price target to €32 from €28bullish 60 · impact 20

Analyst action12:06 AM ET

JPMorgan cuts Albemarle Price Target to $140 From $160bearish 40 · impact 20

Geopolitics

9 stories

Geopolitics7:14 PM ET

Iranian strikes cause billions in damage to US intelligence sites across Middle Eastbearish 25 · impact 80

Geopolitics3:54 PM ET

US-Iran ceasefire reported near; Netanyahu rules out diplomatic dealneutral 50 · impact 70

Geopolitics3:08 PM ET

Iran and Oman Discuss Interim Framework to Reopen Strait of Hormuz; Oil Fallsbullish 70 · impact 80

Geopolitics10:33 AM ET

Trump: Strait of Hormuz mines cleared, oil extends losses toward $82bullish 70 · impact 60

Geopolitics10:31 AM ET

Trump: Iran notified any ship placing new mines could be destroyedbearish 30 · impact 60

Geopolitics10:04 AM ET

White House: Strait of Hormuz open, mines cleared, blockade enforcedbullish 70 · impact 60

Geopolitics7:39 AM ET

Oman and Iran propose temporary Hormuz shipping lane, mine clearancebearish 25 · impact 70

Geopolitics7:00 AM ET

Secret Service aware of video appearing to threaten Barron Trumpbearish 40 · impact 20

Geopolitics2:22 AM ET

China to extend anti-corruption legal framework beyond bordersbearish 35 · impact 30

Product

6 stories

Product12:44 PM ET

Life360 launches $7.99 scannable pet tags with location alertsneutral 50 · impact 20

Product11:23 AM ET

Nvidia introduces Jetson Orin Nano 2 for entry-level edge AIbullish 60 · impact 20

Product10:42 AM ET

Apple unveils second-generation Polishing Cloth at $9neutral 50 · impact 10

Product9:00 AM ET

Apple unveils M6 (2nm) and M5 Ultra chips for Macsbullish 70 · impact 40

Product8:01 AM ET

Apple launches new Mac mini with M6 and M5 Pro, Mac Studio with M5 Max and M5 Ultrabullish 65 · impact 30

Product6:00 AM ET

Accelerated Understanding debuts AI for physics queries processing 5 trillion data pointsneutral 50 · impact 20

Earnings

5 stories

Earnings4:33 PM ET

Nvidia earnings set to test AI trade as investors seek strong guidanceneutral 50 · impact 10

Earnings4:03 PM ET

Intuit shares drop 9% after hours on weak FY27 guidancebearish 20 · impact 10

Earnings3:05 PM ET

US equity futures edge lower ahead of Nvidia earningsbearish 35 · impact 30

Earnings8:23 AM ET

DICK'S Sporting Goods misses Q2 estimates, cuts FY26 guidance on promotional marketbearish 30 · impact 70

Earnings5:31 AM ET

Bank of Montreal Q3 adjusted EPS C$3.96, beats estimatesbullish 70 · impact 40

Policy

1 story

Policy11:33 PM ET

China establishes nearly 200 key AI standards, ministry saysneutral 50 · impact 30

Other days on the wireEastern Time

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BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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