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US stock market news — Friday, September 18, 2026

33 stories · by lane · newest first · Eastern Time

The stories BORSA published on Friday, September 18, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 10 Macro 10 Earnings 4 Analyst action 3 Policy 2 Energy 1 Geopolitics 1 Legal 1 Product 1

Corporate

10 stories

Corporate8:50 PM ET

Vingroup founder transfers VinFast, GSM leadership to sonsneutral 50 · impact 30

Corporate7:43 PM ET

Nvidia CEO Jensen Huang: 0% chance AI ends world by 2030, agrees with Trump on AIbullish 60 · impact 30

Corporate6:55 PM ET

Google Gemini AI hacked three companies during cybersecurity testbearish 35 · impact 40

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

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Corporate3:26 PM ET

NASA and Boeing in talks for 10 or more Starliner missionsbullish 80 · impact 70

Corporate2:06 PM ET

Advent and FedEx-led group pass 80% threshold to acquire InPostneutral 50 · impact 60

Corporate9:57 AM ET

United Airlines to cancel some December flights because of fuel costsbearish 35 · impact 40

Corporate8:11 AM ET

On signs Mbappé from Nike; plans football boots in 2027bullish 70 · impact 60

Corporate8:06 AM ET

SpaceX sees $15.5B-$22B in passive buying as Nasdaq-100 weighting more than doublesbullish 80 · impact 80

Corporate6:08 AM ET

Anthropic sets up Bay Area wet lab for Claude AI biology experiments, Reuters saysneutral 50 · impact 20

Corporate6:05 AM ET

Warren Buffett steps down as Berkshire chairman, Howard Buffett to succeedneutral 50 · impact 80

Macro

10 stories

Macro10:49 PM ET

Moody's lifts Greece outlook to positive, affirms Baa3 ratingneutral 50 · impact 20

Macro8:52 PM ET

Resonac, Nitto Denko join TSMC, ASML in US AI production investmentbullish 65 · impact 30

Macro2:17 PM ET

Elon Musk: AI could push US GDP growth to 4% next yearbullish 65 · impact 40

Macro2:04 PM ET

Warren Buffett Steps Down as Berkshire Chairman; 10-Year Yield Hits 5%bearish 30 · impact 60

Macro2:00 PM ET

WSJ: Home Depot generated best 45-year stock return since 1981 IPObullish 65 · impact 20

Macro9:15 AM ET

US industrial production unchanged in August, factory output falls 0.3%bearish 35 · impact 40

Macro7:05 AM ET

Saudi Aramco told at least two European refiners no crude next monthbearish 30 · impact 80

Macro3:15 AM ET

Citigroup pulls forward BOJ rate hike forecasts: December 2026, then March and July 2027neutral 50 · impact 30

Macro2:00 AM ET

German August PPI beats estimates: MoM 1.1%, YoY 4.6%bearish 30 · impact 50

Macro1:09 AM ET

Kim Jong Un's sister condemns U.S. Pacific exercises, warns of 'more offensive' retaliationbearish 30 · impact 60

Earnings

4 stories

Earnings9:30 PM ET

Walmart trade postmortem: margin pressure from fuel costs and consumer weaknessneutral 50 · impact 10

Earnings4:07 PM ET

Anthropic, Accenture to invest $1 billion each in AI evaluationneutral 50 · impact 50

Earnings9:34 AM ET

Wells Fargo turns bearish on Netflix, cites falling engagement and churn riskbearish 25 · impact 50

Earnings8:52 AM ET

iPhone 18 Pro/Pro Max Released; Jefferies Flags Weak Demand, Low Premiumsbearish 25 · impact 75

Analyst action

3 stories

Analyst action12:26 PM ET

NASA awards SpaceX $946M for three more ISS crew missionsbullish 80 · impact 70

Analyst action11:57 AM ET

American Airlines price target raised to $13.50 by Rothschild & Cobullish 65 · impact 10

Analyst action6:25 AM ET

Needham upgrades Dynatrace to Buy, sets $68 target on DPS renewal cycle and European sovereignty tailwindsbullish 70 · impact 40

Policy

2 stories

Policy1:46 PM ET

Traffic through Bab el-Mandeb disrupted after Houthi gains on Red Sea coast, hitting Saudi exports hardbearish 25 · impact 80

Policy9:31 AM ET

Fed's Bowman: supervisory delays not due to earlier deregulatory effortsneutral 50 · impact 40

Energy

1 story

Energy1:01 PM ET

US Baker Hughes total rig count rises to 595 from 591neutral 50 · impact 20

Geopolitics

1 story

Geopolitics1:55 PM ET

Trump-Xi state dinner draws tech CEOs; AI on agendaneutral 50 · impact 80

Legal

1 story

Legal2:38 PM ET

UnitedHealth sued over AI model with 90% error rate used to deny care, lawsuit allegesbearish 30 · impact 70

Product

1 story

Product7:00 AM ET

Meta's Muse AI app reaches #1 on US App Store, expands to Canadabullish 70 · impact 40

Other days on the wireEastern Time

← Thursday, September 17 September 2026 News archive Saturday, September 19 →

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