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US stock market news — Monday, September 21, 2026

45 stories · by lane · newest first · Eastern Time

The stories BORSA published on Monday, September 21, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 16 Macro 11 Earnings 7 Geopolitics 6 Policy 2 Product 2 Sector 1

Corporate

16 stories

Corporate10:22 PM ET

Alibaba CEO: Qwen team plans AI model with 5-10 trillion parametersneutral 50 · impact 40

Corporate10:22 PM ET

Alibaba unveils Zhenwu V900 AI chip,: 3x performance, plans 20GW data centers by 2032bullish 65 · impact 60

Corporate7:24 PM ET

Lockheed Martin secures $1.2 billion contract for PRSM Increment 2 after second maritime testbullish 70 · 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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Corporate5:18 PM ET

Woodward to move Santa Clarita aerospace controls production to Spartanburg, SC, cease by Dec 2027, affect ~400 roles, sell campus and legacy lines

neutral 50 · impact 30

Corporate5:13 PM ET

GameStop CEO Ryan Cohen buys additional $26.4M of GME sharesbullish 65 · impact 40

Corporate5:10 PM ET

Elemental Royalty CEO David Cole resigns for Carlin East role, Frederick Bell named CEOneutral 50 · impact 20

Corporate4:01 PM ET

McDonald's tests ads from other brands on digital menu boardsbullish 65 · impact 30

Corporate11:03 AM ET

Apple and Google reportedly hiring crypto developers for stablecoin pushneutral 50 · impact 20

Corporate10:48 AM ET

Amazon blocks Meta's AI agent Muse; Shopify signs partnershipneutral 50 · impact 70

Corporate10:34 AM ET

OpenAI develops features to counter Grok bot, mulls response to Meta's Museneutral 50 · impact 50

Corporate7:59 AM ET

Halliburton signs agreements for Venezuela energy developmentneutral 50 · impact 50

Corporate7:57 AM ET

Former Anthropic researcher Jacob Coxon briefs 100+ NYC business leaders on AI risksneutral 50 · impact 35

Corporate4:20 AM ET

Novo Nordisk CEO points to liver disease and cardiovascular as natural expansion areas, cites recent setbacksneutral 50 · impact 30

Corporate4:20 AM ET

Novo Nordisk CEO: 7 million prescriptions for Wegovy pill in US; gained market shareneutral 50 · impact 10

Corporate1:05 AM ET

Microsoft launches fourth cloud region in South Central Indiabullish 65 · impact 40

Corporate12:01 AM ET

IBM study: 60% of employees fear AI eroding critical thinking skillsneutral 50 · impact 15

Macro

11 stories

Macro7:35 PM ET

Boston Fed's Collins: persistent inflation, Middle East conflict backed rate hike votebearish 35 · impact 40

Macro6:40 PM ET

Motor oil prices surge, retailers limit purchases on low inventories, raising inflation riskbearish 30 · impact 60

Macro4:52 PM ET

Royal Canadian Mint: ETR holders entitled to redeem for gold bullion or cashneutral 50 · impact 40

Macro4:52 PM ET

Royal Canadian Mint announces follow-on offering of gold exchange-traded receiptsneutral 50 · impact 20

Macro2:20 PM ET

Fed's Musalem: earlier incremental rate hikes better than later larger movesbearish 35 · impact 60

Macro1:44 PM ET

FAA: Philadelphia comms failure caused flight cuts; circuit fix by 1:30 PM, ground stop duration unclearbearish 30 · impact 70

Macro9:54 AM ET

Nasdaq 100 extends gains to over 2%, S&P 500 adds $1 trillion in market capbullish 75 · impact 60

Macro8:26 AM ET

Iraqi Oil Minister: Iraq increased oil exports to 4 million bpdneutral 50 · impact 60

Macro7:10 AM ET

Qatar sovereign wealth fund reportedly targeting $20B investment partnership with JPMorganbullish 70 · impact 60

Macro6:57 AM ET

Buffett-inspired fund manager bets big on Chinese stocks, sees cheap valuationsneutral 50 · impact 30

Macro6:31 AM ET

Goolsbee: no ambiguity on Fed action if demand overheats, supply shocks persistentbearish 30 · impact 70

Earnings

7 stories

Earnings4:24 PM ET

Vicor lifts Q3 revenue growth outlook to 20%+ on power delivery royaltiesbullish 75 · impact 50

Earnings3:43 PM ET

Dozens of major stocks hit new 52-week lows in broad sell-offbearish 30 · impact 50

Earnings3:32 PM ET

Apple reaches $5 trillion market cap for first time, hits record highbullish 85 · impact 70

Earnings1:59 PM ET

Qualcomm rallies after unveiling AI data-center interconnect with Lumentum, Corningbullish 75 · impact 10

Earnings10:17 AM ET

AMD hits $1 trillion market cap for the first timebullish 80 · impact 80

Earnings9:45 AM ET

Meta shares surge over 10%, top $700 for first time since Feb 2026bullish 85 · impact 70

Earnings9:12 AM ET

Coinbase launches IPO access for US retail investors, starting with Ourabullish 65 · impact 40

Geopolitics

6 stories

Geopolitics4:13 PM ET

Poland begins military aviation operations amid Russian strikes on Ukraine.bearish 30 · impact 65

Geopolitics3:11 PM ET

Trump administration proposes $5 billion fund to rebuild Gulf energy infrastructurebullish 70 · impact 65

Geopolitics12:23 PM ET

US diplomats met Houthi officials, received assurances on Bab al-Mandab Straitbullish 70 · impact 60

Geopolitics10:20 AM ET

LPG tanker hit by unknown projectile debris in Strait of Hormuzbearish 30 · impact 70

Geopolitics8:12 AM ET

Bessent: all Iranian airlines to be shut down worldwide on Sept 23bearish 30 · impact 70

Geopolitics2:29 AM ET

Iran's IRGC warns of new weapons,: conflict could expand geographicallybearish 30 · impact 80

Policy

2 stories

Policy4:58 PM ET

Top Republicans urge Trump to ban US diesel exports; Trump, Treasury examining feasibilityneutral 50 · impact 70

Policy2:15 PM ET

Trump thanks Lockheed Martin CEO for new White House heliport, takes maiden voyageneutral 50 · impact 10

Product

2 stories

Product6:19 PM ET

X reportedly launches stock and crypto trading from cashtagsbearish 30 · impact 60

Product11:47 AM ET

SpaceXAI launches Grok 4.7,: twice the speed at half the pricebullish 70 · impact 60

Sector

1 story

Sector8:06 PM ET

Apple opens: for $250 million Siri settlement, eligible owners could get up to $95neutral 50 · impact 20

Other days on the wireEastern Time

← Sunday, September 20 September 2026 News archive Tuesday, September 22 →

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