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US stock market news — Friday, September 4, 2026

27 stories · by lane · newest first · Eastern Time

The stories BORSA published on Friday, September 4, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 12 Macro 8 Geopolitics 3 Policy 2 Analyst action 1 Earnings 1

Corporate

12 stories

Corporate8:21 PM ET

Nike and Colgate-Palmolive to exit S&P 100 on Sept. 21bearish 35 · impact 40

Corporate2:17 PM ET

McDonald's stock hits new 52-week lowbearish 20 · impact 10

Corporate12:37 PM ET

Corporate America shifts toward open-source AI, companies including AT&T, Airbnb, Deloitte seek cheaper alternatives to closed modelsneutral 50 · impact 30

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

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Corporate10:54 AM ET

Nvidia market cap lead over next largest company hits roughly $1 trillion

neutral 50 · impact 30

Corporate9:37 AM ET

Tesla Cybercabs reportedly tested with safety driver in New York Citybullish 65 · impact 30

Corporate7:08 AM ET

KKR private credit fund redemption requests fall to 2.5% of NAV in Q3neutral 50 · impact 40

Corporate7:06 AM ET

NVIDIA plans $12.93B Hugging Face acquisition, Needham stays bullishneutral 50 · impact 20

Corporate6:26 AM ET

The Trade Desk to cut ~15% of workforce in restructuringbearish 35 · impact 40

Corporate5:56 AM ET

Netflix lifts prices in Germany and Austria by up to €2bullish 70 · impact 60

Corporate5:25 AM ET

Micron fails to reach deal with Taiwan unions in first mediationbearish 30 · impact 40

Corporate4:15 AM ET

Nvidia equity investments reach $99 billion, becoming one of largest tech investorsneutral 50 · impact 25

Corporate2:04 AM ET

Barclays lifts TotalEnergies target price to €95 from €94bullish 60 · impact 10

Macro

8 stories

Macro11:14 PM ET

Fed's Hammack: regional contacts see need for higher rates to rein in inflationbearish 35 · impact 40

Macro9:49 PM ET

rice up 60% in 2026; wheat, cotton, rubber also rise sharplyneutral 50 · impact 60

Macro8:33 PM ET

Argentina central bank survey cuts 2026 GDP growth forecast to 2.1% from 2.7%bearish 40 · impact 20

Macro5:23 PM ET

S&P 500 adds Bloom Energy, Everpure, Illumina; removes Molson Coors, Trade Desk, Builders FirstSourceneutral 50 · impact 70

Macro2:50 PM ET

Trump: rate hikes would not assure bond marketbullish 65 · impact 30

Macro12:32 PM ET

Fed's Hammack: policy not restrictive, inflation too highbearish 35 · impact 50

Macro10:21 AM ET

Citi shifts Fed rate cut forecast to June, Sept, Dec 2027 from late 2026bearish 35 · impact 30

Macro6:14 AM ET

Fed to hold rates despite Warsh's hawkish tone, Morgan Stanley saysbullish 60 · impact 20

Geopolitics

3 stories

Geopolitics12:48 PM ET

Arab sources report explosions, missile attack on US targets in northern Jordan; US official denies awarenessbearish 30 · impact 70

Geopolitics11:26 AM ET

Iran sets conditions on Strait of Hormuz reopening as explosions reported near strategic waterwaybearish 30 · impact 60

Geopolitics9:48 AM ET

U.S., E3 aim for IAEA board resolution to report Iran to UN Security Councilbearish 30 · impact 60

Policy

2 stories

Policy9:59 AM ET

White House adviser Hassett: trump not giving Fed advice, respects Fed independencebullish 65 · impact 30

Policy9:18 AM ET

Hassett: AI data centers boost utility jobs; rate hike possible; Fed independence respectedbearish 40 · impact 40

Analyst action

1 story

Analyst action2:04 AM ET

Barclays lifts Munich Re price target to €598 from €576bullish 65 · impact 30

Earnings

1 story

Earnings10:28 PM ET

NVIDIA Q3 gross-margin guidance of 73.5-74.5% misses analyst expectationsbearish 30 · impact 60

Other days on the wireEastern Time

← Thursday, September 3 September 2026 News archive Saturday, September 5 →

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

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SPY−0.94%$764.50QQQ−2.08%$712.86

TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72