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US stock market news — Thursday, September 10, 2026

43 stories · by lane · newest first · Eastern Time

The stories BORSA published on Thursday, September 10, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Geopolitics 13 Macro 9 Corporate 7 Earnings 6 Energy 3 Other 2 Analyst action 1 Product 1 Sector 1

Geopolitics

13 stories

Geopolitics11:58 PM ET

Trump declined MBS request to strike Houthis; U.S. officials say no direct intervention plans for nowbearish 35 · impact 40

Geopolitics9:38 PM ET

Ukraine drones strike Ozon logistics center in Saratov, trigger fireneutral 50 · impact 40

Geopolitics4:38 PM ET

Commanders told Vance Iran more resilient than expected, prompting greater push for de-escalation: NYT

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

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bearish 30 · impact 70

Geopolitics4:23 PM ET

Two vessels attacked west of Khasab, Oman near Strait of Hormuzbearish 30 · impact 70

Geopolitics3:06 PM ET

Over 100 US military advisers in Saudi Arabia for Houthi campaignbearish 30 · impact 60

Geopolitics2:34 PM ET

Iranian oil loadings drop to 0.2 mln bpd over past 30 days, US official saysbullish 80 · impact 70

Geopolitics12:51 PM ET

IRGC: US drone destroyed in Strait of Hormuzbearish 30 · impact 70

Geopolitics12:35 PM ET

Iran resumes ballistic missile production using stockpiled componentsbearish 30 · impact 60

Geopolitics9:21 AM ET

Houthis seize control of Perim Island in Bab el-Mandeb straitbearish 15 · impact 90

Geopolitics7:48 AM ET

Houthis seize Mocha, advance on Bab el-Mandeb Straitbearish 30 · impact 80

Geopolitics6:45 AM ET

Iran increases Houthi support; joint forces command established, U.S. not directly participatingbearish 30 · impact 65

Geopolitics6:17 AM ET

United Airlines shipped war materiel to Israel on civilian flights, report saysbearish 30 · impact 40

Geopolitics1:22 AM ET

Trump warns Iran after US detects Pickaxe Mountain activity; IAEA confirms evidencebearish 35 · impact 60

Macro

9 stories

Macro9:54 PM ET

Sterling holds above 1.3500 ahead of U.S. CPI dataneutral 50 · impact 20

Macro5:36 PM ET

Treasury planning to sanction a large bank on Monday: Bessentbearish 35 · impact 60

Macro2:33 PM ET

Iranian oil on water drops to 110M barrels from 180M before war: US officialbearish 30 · impact 60

Macro1:37 PM ET

Fed reverse repo usage jumps to $4.736 billion from $432 millionneutral 50 · impact 20

Macro1:14 PM ET

US August CPI preview: core seen 0.2% MoM, energy lifts headline to 0.4%neutral 50 · impact 20

Macro12:41 PM ET

Macy's to reinvest $96 million from tariff refunds into operations, WSJ reportsbullish 70 · impact 35

Macro11:01 AM ET

IMF: Middle East energy shock persists, global debt rising, disinflation stalledbearish 30 · impact 60

Macro9:03 AM ET

US 10Y yield tops 4.90%, highest since Nov 2023bearish 30 · impact 60

Macro8:30 AM ET

US August PPI rises 5.4% YoY, above estimates; jobless: edge up to 206Kbearish 25 · impact 75

Corporate

7 stories

Corporate9:57 PM ET

Micron offers Taiwan staff bonuses of 35–68 months salary after profit surgebullish 65 · impact 35

Corporate5:09 PM ET

Microsoft plans to triple data center capacity to over 38 GW by 2032bullish 70 · impact 70

Corporate12:53 PM ET

Walmart: to be exploring food delivery business and dark storesbullish 65 · impact 30

Corporate7:37 AM ET

Spotify co-founder threatens to leave Sweden over wealth-tax proposalneutral 50 · impact 10

Corporate4:55 AM ET

Ryanair CEO expects Q2 decline of very low single digitsbearish 40 · impact 20

Corporate3:53 AM ET

Wegovy approved in China as first GLP-1 RA for MASH treatmentneutral 50 · impact 50

Corporate3:03 AM ET

IBM and Lockheed Martin launch Swiss quantum hub at ETH Zurichbullish 65 · impact 40

Earnings

6 stories

Earnings5:26 PM ET

Oracle maintains full-year capex forecast at $90-$95 billion, spending expected unevenneutral 50 · impact 30

Earnings1:01 PM ET

Flotek boosts 2026 guidance again, targets 54% revenue growth and 58% adjusted EBITDA growth at midpointsbullish 70 · impact 40

Earnings12:03 PM ET

Nvidia CEO: Cybersecurity is AI's next major use case; Grace Blackwell shipments up 27% MoMbullish 80 · impact 60

Earnings10:58 AM ET

d-Matrix adopts Nvidia NVLink Fusion for rack-scale AI inferencebullish 65 · impact 30

Earnings7:00 AM ET

Artisan Partners calls for Novartis board shake-up after drug trial setbacksbullish 65 · impact 30

Earnings6:15 AM ET

Broadcom's remaining performance obligations reach about $179.2B as of Aug 2bullish 90 · impact 70

Energy

3 stories

Energy12:13 PM ET

U.S. Navy MH-60R Sea Hawk enforces blockade against Iran, 96 vessels redirectedbearish 30 · impact 60

Energy10:42 AM ET

Diesel futures top $5, retail breaks $6 for first timebearish 25 · impact 80

Energy5:38 AM ET

Europe gas prices reach highest level since Dec 2022bearish 30 · impact 70

Other

2 stories

Other4:06 PM ET

Lightpath Technologies Q4 revenue beats estimates, backlog jumps 197%bullish 75 · impact 40

Other8:05 AM ET

IBM and NASA unveil open-source AI model for lunar explorationbullish 65 · impact 30

Analyst action

1 story

Analyst action4:18 AM ET

JPMorgan upgrades Meta to Overweight, lifts price target to $820 from $640bullish 75 · impact 60

Product

1 story

Product9:16 AM ET

Apple may show ads in Visual Intelligence, iOS 27 code suggestsneutral 50 · impact 40

Sector

1 story

Sector8:02 PM ET

McDonald's, Burger King and peers shift focus back to personal service as kiosks reshape fast foodneutral 50 · impact 10

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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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