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US stock market news — Wednesday, September 23, 2026

221 stories · by lane · newest first · Eastern Time

The stories BORSA published on Wednesday, September 23, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 106 Earnings 48 Macro 26 Analyst action 13 Product 7 Geopolitics 6 Energy 5 Sector 4 Legal 3 M and a 2 Policy 1

Corporate

106 stories

Corporate9:18 PM ET

GeoPark receives requisite consents for note amendment to include Gilinski as permitted holderbullish 65 · impact 40

Corporate8:34 PM ET

Better Home & Finance opens investigation into breach of fiduciary duty allegations against former CEO Vishal Gargbearish 25 · impact 60

Corporate8:13 PM ET

SoftBank Group notes rated BB+ by S&P and Fitch

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

neutral 50 · impact 20

Corporate8:00 PM ET

Dolby and Meta Expand Dolby Atmos and Dolby Vision Across Meta's Ecosystembullish 65 · impact 30

Corporate7:23 PM ET

FDA Advisors Recommend Approval of Grail Multicancer Blood Testneutral 50 · impact 40

Corporate6:27 PM ET

MGM Resorts confirms People Incorporated withdrew acquisition bid, will remain standalonebearish 30 · impact 70

Corporate6:06 PM ET

Hims & Hers Health faces securities class action after FTC lawsuitbearish 30 · impact 40

Corporate5:52 PM ET

Pentair plc faces expanded securities fraud class action lawsuit, October 2 deadlinebearish 30 · impact 60

Corporate5:32 PM ET

Greenland Mines Rises on $38.4 Million Stock and Warrant Offeringbullish 65 · impact 35

Corporate5:31 PM ET

CoreWeave earns SemiAnalysis Platinum ClusterMAX rating for third consecutive timeneutral 50 · impact 15

Corporate5:30 PM ET

Royal Bank of Canada announces $1.5 billion NVCC subordinated debenture offeringneutral 50 · impact 10

Corporate5:03 PM ET

IQVIA completes $2 billion senior notes offering at 6.375%bearish 35 · impact 40

Corporate5:02 PM ET

OceanaGold appoints Bond as special adviser to board and new CEObullish 65 · impact 30

Corporate4:43 PM ET

Wells Fargo appoints Scott Powell chief risk officer, to exit COO rolebullish 65 · impact 30

Corporate4:35 PM ET

Viking Therapeutics shares fall on $200M stock and note offeringsbearish 25 · impact 50

Corporate4:32 PM ET

Airbnb shares slide 7.6% on heavy volumebearish 30 · impact 40

Corporate4:30 PM ET

REPAY to Host Investor Day on December 7, 2026neutral 50 · impact 20

Corporate4:30 PM ET

Press Release: Lennar Corporation Declares Quarterly Dividendsneutral 50 · impact 10

Corporate4:23 PM ET

Raymond James reports record client assets under administration of $1.97 trillion for Augustbullish 70 · impact 40

Corporate4:21 PM ET

Sarepta Therapeutics to Pay $39M to Settle Regenxbio Patent Litigationbullish 65 · impact 30

Corporate4:18 PM ET

Sarepta enters settlement agreement with Regenxbio, UPenn trustees and Catalentbullish 65 · impact 40

Corporate4:15 PM ET

Talos Energy Appoints Barbara Faulkenberry to Board of Directorsneutral 50 · impact 10

Corporate4:10 PM ET

Flotek Secures $120 Million Senior Secured Term Loan to Support Continued Strategic Growthbullish 65 · impact 40

Corporate4:07 PM ET

Arcturus Therapeutics to acquire myNEO, an AI discovery company, to boost mRNA design and target identificationbullish 70 · impact 40

Corporate4:06 PM ET

Arcturus Therapeutics LUNAR 2.0 shows >30-fold higher protein expression in NHP studies, unlocking new therapeutic opportunitiesbullish 70 · impact 40

Corporate4:06 PM ET

Arcturus Therapeutics: ARCT-810 Safe, Well Tolerated, Encouraging Urea Cycle Biomarker Activity in Phase 2neutral 50 · impact 40

Corporate4:05 PM ET

HB Fuller FY26 adjusted EPS guidance midpoint below consensusbearish 35 · impact 40

Corporate4:05 PM ET

Casella Waste Systems releases 2026 Sustainability Report, shows progress on 2030 goalsneutral 50 · impact 10

Corporate4:01 PM ET

Arcturus Therapeutics reports interim Phase 2 results for OTC deficiency, unveils LUNAR 2.0 platformbullish 70 · impact 70

Corporate4:01 PM ET

Five Below Appoints Scott Settersten to Board of Directorsbullish 75 · impact 15

Corporate3:22 PM ET

Newmark arranges $482.5 million financing for Steamboat Springs luxury resortbullish 60 · impact 20

Corporate3:01 PM ET

Synopsys and TSMC partner on agentic AI and advanced design for AI systemsbullish 70 · impact 40

Corporate2:58 PM ET

McDonald's exploring high-protein menu options for GLP-1 usersneutral 50 · impact 25

Corporate2:34 PM ET

FDA Panel Discusses Grail's Cancer Blood Test Galleribullish 65 · impact 40

Corporate2:24 PM ET

Toll Brothers announces new 55+ luxury home community in Erie, Coloradobullish 60 · impact 20

Corporate2:22 PM ET

TransUnion CFO Todd Cello to step down; company reaffirms 2026 outlookbearish 35 · impact 40

Corporate2:03 PM ET

Boeing union recommends members accept contract offer; stock rises 2%bullish 70 · impact 40

Corporate1:49 PM ET

CooperCompanies accelerates contact lens pipeline, opens Vision Centre hubbullish 65 · impact 60

Corporate1:34 PM ET

Microsoft's Smith: AI safety needs independent evaluators, not just two firmsneutral 50 · impact 30

Corporate1:00 PM ET

Atlassian accelerates IL5 authorization timeline, plans air-gapped cloud for public sectorbullish 70 · impact 50

Corporate12:53 PM ET

Moderna Stock Hits 52-Week High After CEO: it's More Than Covidbullish 65 · impact 40

Corporate12:32 PM ET

Microsoft commits $10bn to Middle East expansion through 2030bullish 60 · impact 40

Corporate12:24 PM ET

New York Times shareholders file lawsuit alleging anti-Israel bias in coverage of Israel-Hamas warbearish 40 · impact 20

Corporate12:00 PM ET

Collective Mining to Present at Mining Forum Americas 2026 in Colorado Springsneutral 50 · impact 10

Corporate12:00 PM ET

FICO Named a Leader in 2026 IDC MarketScape for Decision Intelligence Platformsbullish 70 · impact 20

Corporate12:00 PM ET

ZEmobility and VGMobility Combine to Create Latin American Transit Conglomerateneutral 50 · impact 20

Corporate11:42 AM ET

Turkish Airlines finalizes order for up to 150 Boeing 737 MAX jetsbullish 80 · impact 65

Corporate11:32 AM ET

Union Pacific Debuts First Two Battery-Electric Locomotives in Southern Californiabullish 60 · impact 20

Corporate11:31 AM ET

Goldman Sachs discloses position in Bluenord Asaneutral 50 · impact 30

Corporate10:54 AM ET

Accenture describes Within as AI platform for business process automationbullish 60 · impact 20

Corporate10:50 AM ET

DigitalBridge, L&G, TDAM acquire VodafoneZiggo Towers to create European tower platformbullish 65 · impact 40

Corporate10:46 AM ET

Moody's Updates Par Amount for Arlington ISD Texas School Building Bonds Series 2026neutral 50 · impact 10

Corporate10:36 AM ET

Caesars Entertainment shareholders approve $5.7 billion Fertitta dealbullish 70 · impact 70

Corporate10:31 AM ET

Disney+ ad-free price rises 13% to $21.49 per monthbullish 70 · impact 60

Corporate10:31 AM ET

Starbucks redesigns more than 1,000 coffeehouses across US, Canada since late 2025bullish 65 · impact 30

Corporate10:19 AM ET

Ondas Acquires Three Defense Tech Firms for $56 Millionbullish 75 · impact 50

Corporate10:19 AM ET

Immunovant trial for IMVT-1402 in CLE misses primary endpointbearish 35 · impact 30

Corporate10:19 AM ET

Ondas buys Insignito, adding passive acoustic sensing for drone detectionbullish 70 · impact 50

Corporate10:00 AM ET

Comcast expands internet to 4,700 homes in New Hampshirebullish 60 · impact 10

Corporate9:52 AM ET

GM, PG&E launch promotional EV charger bundle with monthly bill creditbullish 65 · impact 30

Corporate9:48 AM ET

Johnson & Johnson model analysis supports TECVAYLI plus DARZALEX FASPRO for early-line myelomabullish 65 · impact 25

Corporate9:47 AM ET

McDonald's unveils $8.5B plan to revamp menus, add AI, support franchiseesbearish 30 · impact 60

Corporate9:47 AM ET

J&J model analysis projects Tec-Dara may nearly quadruple median survival in relapsed Multiple Myelomabullish 70 · impact 55

Corporate9:42 AM ET

State Street Resumes Trading on Three Target-Date Bond ETFsneutral 50 · impact 10

Corporate9:30 AM ET

Coherus Oncology retains Oppenheimer to market legacy biosimilar assetsbullish 65 · impact 30

Corporate9:20 AM ET

Sunrun, SPAN Expand Partnership for Distributed AI Computebullish 75 · impact 40

Corporate9:19 AM ET

Royal Caribbean to Buy 50% Stake in Sandals Resorts for $3 Billionbearish 30 · impact 60

Corporate9:06 AM ET

Regions Financial Promotes Allen Mayer to Treasurer as Deron Smithy Retiresneutral 50 · impact 10

Corporate9:02 AM ET

Alkami Technology board unanimously decides to continue as independent public companybullish 60 · impact 20

Corporate9:01 AM ET

CBAK Energy Technology plans to advance 12 GWh project in 2H 2027, subject to financingneutral 50 · impact 40

Corporate9:01 AM ET

Instacart, Dollar General launch delivery pilot at 7,000 stores in 6 statesbullish 65 · impact 30

Corporate9:00 AM ET

Safeguards Could Boost Stablecoin Use Among Americans, Finds Visa Studybullish 65 · impact 30

Corporate9:00 AM ET

Limbach appoints Adam Prior as VP of investor relations and corporate strategyneutral 50 · impact 15

Corporate9:00 AM ET

agilon health expands Springfield Clinic partnership through Senior Health Connect ACObullish 70 · impact 40

Corporate9:00 AM ET

Invesco launches Nasdaq International Innovators 100 ETF (QQI) for non-US innovation exposureneutral 50 · impact 20

Corporate9:00 AM ET

Velo3D hires two executives to lead technology and operations at Forge 1 campusbullish 65 · impact 30

Corporate9:00 AM ET

Instacart and Dollar General Partner for Same-Day Deliverybullish 70 · impact 40

Corporate9:00 AM ET

CBAK Energy signs investment agreement for 12 GWh sodium-ion battery project in Nanjingbullish 70 · impact 40

Corporate8:59 AM ET

Accenture invests in AI platform Within, partners to accelerate enterprise AI deploymentbullish 65 · impact 30

Corporate8:47 AM ET

Morgan Stanley accidentally leaks internal deal pipeline of 100+ transactionsbearish 30 · impact 40

Corporate8:45 AM ET

UiPath Honors 2026 Partner Award Winners at FUSION Conferencebullish 60 · impact 10

Corporate8:44 AM ET

IonQ to Deploy First On-Premise Quantum Processor at Nvidia Research Centerbullish 85 · impact 75

Corporate8:39 AM ET

General Mills cuts costs, targets $750 million savings, focuses on new products and marketingbullish 65 · impact 40

Corporate8:32 AM ET

Qualcomm to buy PickNik robotics to advance open robotics and physical AIbullish 65 · impact 35

Corporate8:31 AM ET

Better Home & Finance board rejects former CEO's shareholder support claimbullish 65 · impact 30

Corporate8:30 AM ET

Greenland Mines Applies to More Than Double Mining Footprint in West Greenlandneutral 50 · impact 40

Corporate8:30 AM ET

State Street launches three active target maturity ETFs, MyIncome suite passes $1 billionneutral 50 · impact 15

Corporate8:15 AM ET

Roundtable's Coinbase-powered DeFi media payment platform goes live, RTB shares begin trading on Coinbasebullish 75 · impact 65

Corporate8:11 AM ET

IonQ Superion 256 named first system in Nvidia quantum labbullish 60 · impact 10

Corporate8:05 AM ET

MaxCyte Appoints Sidharth Kapileshwar as Chief Corporate Development Officerbullish 65 · impact 30

Corporate8:02 AM ET

University of Memphis selects Evolv Express for Simmons Bank Liberty Stadium screeningbullish 65 · impact 30

Corporate8:01 AM ET

Corcept Therapeutics names Justin Gunn to succeed Maduck as endocrinology division president from Oct 1neutral 50 · impact 10

Corporate8:01 AM ET

University of Memphis selects Evolv Express for Simmons Bank Liberty Stadium screeningbullish 70 · impact 30

Corporate8:00 AM ET

McDonald's targets low- to mid-50% operating margin by 2030bullish 65 · impact 40

Corporate8:00 AM ET

Paychex ($PAYX) launches WISE Hire AI recruiting toolneutral 50 · impact 30

Corporate8:00 AM ET

McDonald's pledges $8.5 billion franchisiee support under NEXT strategybearish 30 · impact 70

Corporate7:43 AM ET

Ryanair CEO: he hopes jet fuel prices rise faster to speed European aviation consolidationneutral 50 · impact 30

Corporate7:40 AM ET

Equifax launches Signal Score for Email and Device to combat automated fraudbullish 65 · impact 30

Corporate7:30 AM ET

Boaz Lahovitsky Joins Broadridge as President of Wealth Managementbullish 65 · impact 35

Corporate7:03 AM ET

Oxford Biomedica adopts Veeva Quality Cloud for global quality transformationbullish 65 · impact 35

Corporate7:03 AM ET

Vault CRM adds another top 20 biopharma, now 14 of top 20 committedbullish 65 · impact 35

Corporate6:30 AM ET

Mosaic Co names Walt Precourt as EVP Operations; Karen Swager to retireneutral 50 · impact 20

Corporate6:01 AM ET

Boston Scientific EVP Butcher to retire, stay as advisor through February 2027bearish 35 · impact 25

Corporate4:44 AM ET

Firmus Technologies seeks $10B financing for Indonesia AI data center ahead of $5B IPObullish 70 · impact 60

Corporate4:21 AM ET

JPMorgan explores second-look program for rejected credit-card applicantsbullish 75 · impact 30

Corporate12:22 AM ET

Alibaba accelerates global AI push with new data centers in Europe and Middle Eastneutral 50 · impact 15

Earnings

48 stories

Earnings7:56 PM ET

Meta unveils Muse Charm AI keychain device, shipping in Decemberbullish 65 · impact 45

Earnings7:42 PM ET

Meta unveils VR glasses headset for $1,299, shipping spring 2027bullish 80 · impact 60

Earnings5:30 PM ET

Everpure projects FY28 revenue growth to accelerate to 39-45%bullish 95 · impact 80

Earnings5:03 PM ET

OceanaGold retains Spencer Stuart for CEO searchneutral 50 · impact 20

Earnings4:50 PM ET

Stitch Fix Revenue Per Active Client Hits Record $592 as User Base Shrinksbearish 35 · impact 30

Earnings4:34 PM ET

Gen Digital falls 3.9%, volume spikes to nearly double averagebearish 35 · impact 10

Earnings4:34 PM ET

Peloton slips 4.4%, underperforms peers on down-market daybearish 40 · impact 20

Earnings4:33 PM ET

Best Buy stock falls 4.2%, underperforms peers on weak market daybearish 40 · impact 10

Earnings4:27 PM ET

Four investment pros name 11 dividend stocks for rocky marketneutral 50 · impact 20

Earnings4:15 PM ET

Markem-Imaje launches CoLOS 2D Activate and CoLOS 2D Engage for connected packagingneutral 50 · impact 40

Earnings4:15 PM ET

CooperCompanies unveils accelerated CooperVision innovation strategy with six product launchesbullish 70 · impact 55

Earnings4:06 PM ET

Visa deposits $405M into litigation escrow, adjusts class B conversion ratesbullish 60 · impact 20

Earnings4:06 PM ET

Stitch Fix fiscal 2027 profit outlook drops on tech, AI investmentsneutral 50 · impact 30

Earnings4:05 PM ET

NeoVolta Q4 Sales Slump, Loss Widens, Shares Fall 23%bearish 25 · impact 80

Earnings4:05 PM ET

H.B. Fuller Q3 revenue up 5.2%, adj EPS $1.52, updates FY26 guidancebullish 75 · impact 55

Earnings3:53 PM ET

Moody's completes periodic review of Analog Devices ratingsneutral 50 · impact 10

Earnings3:07 PM ET

TSMC REPORTEDLY PLANS 3%-6% WAFER PRICE HIKES STARTING JANUARY 2027 DigiTimes says lifts could be larger for 2nm and 3nm, where demand is running ahead of supply. Supply-chainbullish 70 · impact 60

Earnings3:02 PM ET

PG&E downgraded on wildfire liability inaction riskbearish 30 · impact 60

Earnings2:34 PM ET

Meta's Muse AI Agent Puts Consumer Inertia Stocks at Riskbearish 30 · impact 60

Earnings1:47 PM ET

Fluence Energy faces investor investigation after Houston facility revelationsbearish 25 · impact 50

Earnings12:57 PM ET

Jefferies Lowers Carnival Estimates on Higher Fuel Costsbearish 30 · impact 40

Earnings12:19 PM ET

Darden Restaurants' visitation grows 3.4% in quarter, outpacing industry declinebullish 65 · impact 30

Earnings11:45 AM ET

General Mills COO: 40% of consumers used AI for food purchases in last monthbullish 65 · impact 30

Earnings11:39 AM ET

McDonald's: U.S. business 'slightly negative' in August, expects Q3 to remain weakbearish 30 · impact 75

Earnings11:15 AM ET

TE Connectivity, Amphenol Seen Gaining From Copper-to-Optical Shift in AI Data Centersbullish 70 · impact 40

Earnings11:08 AM ET

Everpure ($P) named a Leader in Gartner Magic Quadrant for Infrastructure Platform Consumption Services for second yearbullish 65 · impact 30

Earnings10:51 AM ET

Instacart partners with Meta's Muse AI agent for grocery orderingneutral 50 · impact 20

Earnings10:41 AM ET

Velo3D names Vic Fryzel executive vice president of technology, Robert Purnell senior director of operationsbullish 60 · impact 10

Earnings10:17 AM ET

SpaceX Grok Bot tops 400,000 weekly users a month after launchneutral 50 · impact 30

Earnings10:05 AM ET

KB Home slides as Q4 margin outlook disappoints on pricing and mix pressurebearish 30 · impact 60

Earnings10:02 AM ET

FAA begins using AI for air traffic control; Palantir seen as winnerbullish 70 · impact 40

Earnings9:42 AM ET

Palantir rises 2.4% on FAA AI air traffic control opportunitybullish 70 · impact 40

Earnings9:28 AM ET

Pete Sessions files for sale of up to $250,000 in Apple stockneutral 50 · impact 10

Earnings9:22 AM ET

Dollar General partners with Instacart for same-day deliverybullish 75 · impact 50

Earnings9:20 AM ET

Bio-Techne shareholders approve acquisition by Merck KGaA, Darmstadt, Germanybullish 80 · impact 85

Earnings9:13 AM ET

Nvidia stock falls on Google TPU threat; CEO Huang rejects AI doomsday claimsbearish 30 · impact 60

Earnings9:06 AM ET

Aurora targets 30,000 driverless trucks by 2030, outlines path to profitabilitybullish 70 · impact 60

Earnings9:02 AM ET

Instacart and Dollar General Plan Expansion to About 20,000 Stores This Fallbullish 80 · impact 60

Earnings9:01 AM ET

CBAK Energy targets additional 6 GWh annual cell capacity at Nanjing facility by year-end 2026neutral 50 · impact 40

Earnings8:46 AM ET

memory prices could peak in Q2 2027, analyst says; Micron target raised to $1,300neutral 50 · impact 40

Earnings8:40 AM ET

UiPath adds governance, data fabric, and agent deployment tools to platformbullish 60 · impact 20

Earnings8:30 AM ET

Paychex reports first quarter fiscal 2027 results, revenue up 6%bullish 70 · impact 70

Earnings8:01 AM ET

Mexico Orders Second C-130J Super Hercules from Lockheed Martinbullish 70 · impact 40

Earnings8:00 AM ET

McDonald's to provide support through rent relief and capital supportbullish 60 · impact 20

Earnings7:28 AM ET

Cracker Barrel beats Q4 estimates, issues mixed FY27 outlookbullish 70 · impact 50

Earnings7:01 AM ET

General Mills reports Q1 results, beats estimates, reaffirms FY2027 outlookbullish 65 · impact 60

Earnings7:00 AM ET

Cognizant and Cognition put autonomous AI engineering into production at Odyssey Logistics, reporting 37% net cost savingbullish 70 · impact 30

Earnings3:46 AM ET

Supermicro begins shipping NVIDIA Vera Rubin NVL72 racks; Firmus seeks $10B AI chip financingneutral 50 · impact 100

Macro

26 stories

Macro10:51 PM ET

Asian equities fall, bond yields climb as Middle East tensions and inflation pressure persistbearish 30 · impact 60

Macro8:38 PM ET

gold pressured by hawkish Fed expectations, near $4,300bearish 35 · impact 40

Macro6:04 PM ET

MGM Resorts slides after Barry Diller withdraws $12.4 billion acquisition bidbearish 25 · impact 70

Macro5:09 PM ET

Stocks Fall as 10-Year Yield Hits 5.11%; Software Stocks Buck Trendbearish 25 · impact 80

Macro4:42 PM ET

10-year Treasury yield surges to 5.11% in worst bond selloff in over a yearbearish 40 · impact 80

Macro4:35 PM ET

Shopify shares fall 3.48%, underperform TSX on down sessionbearish 35 · impact 25

Macro4:33 PM ET

Stocks fall as bond yields and oil rise; IonQ jumps on Nvidia quantum deal, McDonald's slides after Investor Daybearish 30 · impact 55

Macro3:40 PM ET

Trump-Xi summit: three catalysts investors watchneutral 50 · impact 70

Macro1:48 PM ET

Union Pacific, Norfolk Southern reach jobs-for-life deal with SMART-MD unionbullish 65 · impact 40

Macro1:31 PM ET

Meta's Muse AI Agent Hits Brokerage Stocks on Sweep Account Fearsbearish 40 · impact 40

Macro1:05 PM ET

Five-year Treasury yield hits 5% for first time since 2007bearish 30 · impact 70

Macro12:30 PM ET

IMF: Middle East war since late February has altered global growth trajectory through energy, commodity and supply-chain disruptionsbearish 30 · impact 60

Macro11:53 AM ET

Ford stock dips after report CEO Farley not invited to Trump-Xi dinnerbearish 35 · impact 30

Macro11:41 AM ET

Dow drops 289 points, dragged by McDonald's and Alphabet sharesbearish 30 · impact 40

Macro11:34 AM ET

Fed's Goolsbee: bigger negative supply shocks likely have persistent effect on inflationbearish 40 · impact 30

Macro11:15 AM ET

Stocks dip on Iran tensions; IonQ up 6.6%, Palantir +4.1%, Paychex -7.1%bearish 35 · impact 40

Macro11:01 AM ET

Treasury sets $6 billion buyback target for Thursday long bondsneutral 50 · impact 40

Macro10:34 AM ET

Dollar Strength Pressures gold, silver as Fed Hawkishness Lifts Greenbackbearish 40 · impact 30

Macro10:05 AM ET

10-year Treasury yield Hits 19-Year High as Strong Data, Hawkish Fed Fuel Rate-Hike Betsbearish 25 · impact 80

Macro10:05 AM ET

U.S. Stocks Fall as 10-Year Yield Surges Past 5% to 19-Year High; Fed's Barr Sees More Hikesbearish 20 · impact 80

Macro9:45 AM ET

US S&P Global Composite PMI rises to five-year high in September flashbullish 70 · impact 60

Macro8:20 AM ET

Verizon likely top bidder in 2027 spectrum auction, JP Morgan says, with SpaceX joiningneutral 50 · impact 50

Macro8:06 AM ET

Ryanair CEO O'Leary: If oil prices remain high into summer 2027, airfares could rise 10-20%bearish 30 · impact 50

Macro6:43 AM ET

Morgan Stanley maps winners from potential Hormuz reopeningneutral 50 · impact 10

Macro2:37 AM ET

Iran submits conditions for reopening Strait of Hormuz, gives US 4-5 daysbearish 20 · impact 80

Macro2:21 AM ET

Stocks Fall as Treasury yields Hit 5.11%, Oil Snaps Losing Streakbearish 30 · impact 70

Analyst action

13 stories

Analyst action4:07 PM ET

Analyst Sees AI Power Demand Boosting Kinder Morgan, Williamsbullish 65 · impact 30

Analyst action1:42 PM ET

UBS: Micron Earnings Can Survive 80% Memory Price Declinebullish 75 · impact 40

Analyst action11:55 AM ET

Elemental Royalty Corp price target raised to C$36.00 from C$30.00 by Canaccord Genuitybullish 65 · impact 30

Analyst action11:02 AM ET

Stifel Upgrades Microsoft to Buy, lifts Target to $575bullish 70 · impact 30

Analyst action9:10 AM ET

KB Home price target cut to $50.00 from $53.00 by RBC Capitalbearish 40 · impact 20

Analyst action8:54 AM ET

Scotiabank downgrades Realty Income to Sector Perform, target $59bearish 35 · impact 30

Analyst action8:52 AM ET

Truist resumed Axsome Therapeutics coverage with Buy, $285 targetbullish 70 · impact 40

Analyst action8:40 AM ET

UBS Initiates Applied Digital at Buybullish 70 · impact 40

Analyst action8:37 AM ET

Seaport Research initiates Semtech coverage with Buy, $200 targetbullish 70 · impact 60

Analyst action8:33 AM ET

Oppenheimer initiates Amneal Pharmaceuticals at Outperform, target $27bullish 65 · impact 20

Analyst action8:15 AM ET

UBS initiates Hut 8 Mining coverage with Buy, $143 targetbullish 70 · impact 30

Analyst action8:13 AM ET

Oppenheimer initiates ANI Pharmaceuticals at Performneutral 50 · impact 20

Analyst action5:30 AM ET

Stifel upgrades Microsoft to Buy, sets $575 target on Azure and AI momentumbullish 70 · impact 40

Product

7 stories

Product7:06 PM ET

Meta unveils Muse AI agent, smart glasses lineup with retail partnershipsbullish 80 · impact 80

Product4:21 PM ET

Oracle expands Digital Assets Data Nexus for bank digital money operationsbullish 65 · impact 30

Product9:09 AM ET

Amazon launches always-on AI agents for third-party seller listings & inventorybullish 70 · impact 40

Product9:00 AM ET

Invesco launches Nasdaq International Innovators 100 ETF (QQI)neutral 50 · impact 30

Product8:45 AM ET

Oracle Health adds AI to revenue cycle management portfoliobullish 65 · impact 30

Product8:30 AM ET

WhiteFiber launches WhiteFiber Continuum, distributed GPU supercluster architecturebullish 70 · impact 50

Product8:30 AM ET

UiPath launches Cartographer for enterprise process mappingbullish 70 · impact 30

Geopolitics

6 stories

Geopolitics7:18 PM ET

Trump: 'entire tech and banking worlds' to attend Xi state dinner at UNGAneutral 50 · impact 60

Geopolitics2:37 PM ET

SpaceX strikes classified space-tracking deal with U.S. Space Forcebullish 65 · impact 30

Geopolitics10:54 AM ET

Iran confirms Hormuz Strait reopening discussed in indirect US talksbullish 70 · impact 70

Geopolitics10:05 AM ET

Oil jumps after Iran hardens Hormuz stance, diplomacy fadesbearish 30 · impact 70

Geopolitics8:04 AM ET

Xi Jinping arrives in US for state visit with Trumpneutral 50 · impact 70

Geopolitics7:53 AM ET

Crew evacuated after attack on commercial ship in Strait of Hormuz; two injuredbearish 30 · impact 70

Energy

5 stories

Energy7:25 PM ET

Court vacates permit for Japan-backed Texas GulfLink oil terminalbearish 40 · impact 20

Energy7:25 PM ET

Japan finances three largest US gas plants to power AI data centersbullish 70 · impact 60

Energy2:58 PM ET

US weighs diesel export ban; industry fights, voluntary cuts consideredbearish 30 · impact 70

Energy10:24 AM ET

2G Energy receives 275 MW order from Energy Vault for US AI energy infrastructurebullish 80 · impact 60

Energy7:03 AM ET

Oil industry groups urge Trump to reject diesel export ban after commentbearish 20 · impact 70

Sector

4 stories

Sector6:15 PM ET

AppLovin faces securities class action over model improvement claimsbearish 30 · impact 60

Sector5:06 PM ET

FDA panel weighs Grail blood test Galleri for cancer screeningneutral 50 · impact 60

Sector4:35 PM ET

Clorox shares slide 3.7%, underperform peers as market fallsbearish 40 · impact 20

Sector12:50 PM ET

Biotech stocks fall despite positive data; development-stage group down 4.9%bearish 35 · impact 40

Legal

3 stories

Legal9:15 PM ET

HDFC Bank securities class action lead plaintiff deadline set for October 13bearish 35 · impact 25

Legal1:54 PM ET

Vertiv faces securities investigation after Q2 revenue missbearish 35 · impact 30

Legal10:07 AM ET

Alibaba securities class action deadline set for October 5, 2026bearish 40 · impact 20

M and a

2 stories

M and a11:39 AM ET

Moody's completes periodic review of TGS ASA ratingsneutral 50 · impact 10

M and a7:33 AM ET

Qualcomm acquires PickNik Robotics, owner of MoveIt frameworkbullish 65 · impact 50

Policy

1 story

Policy6:13 PM ET

Treasury Sec. Scott Bessent shuts down AI czar rumors,: president Trump is the AI czarneutral 50 · impact 20

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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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