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US stock market news — Friday, September 25, 2026

142 stories · by lane · newest first · Eastern Time

The stories BORSA published on Friday, September 25, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 57 Macro 26 Earnings 22 Analyst action 13 Product 6 Sector 6 Legal 5 Geopolitics 4 Energy 1 M and a 1 Policy 1

Corporate

57 stories

Corporate11:23 PM ET

Boston Scientific to stop selling Imager II Angiographic Catheter line, FDA saysbearish 35 · impact 30

Corporate9:43 PM ET

Rocket Lab launches 97th Electron mission, delivers 13th StriX satellite for Synspectivebullish 65 · impact 30

Corporate6:34 PM ET

Skyworks extends exchange offer expiration for Qorvo notes to October 2

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

bullish 70 · impact 60

Corporate6:10 PM ET

Warner Bros. Discovery to delist Euro notes from Nasdaq amid Paramount Skydance acquisitionneutral 50 · impact 20

Corporate5:56 PM ET

Paramount Skydance moving stock listing to NYSE from Nasdaq on Oct 6neutral 50 · impact 20

Corporate5:20 PM ET

ExxonMobil Holdings to issue $185.9 million floating rate notes due 2076neutral 50 · impact 20

Corporate5:01 PM ET

Live Nation Entertainment extends GC term, names new general counselneutral 50 · impact 10

Corporate4:18 PM ET

Hartford Insurance Group receives $1.12 billion to commute legacy asbestos/environmental reinsurance with Berkshire's NICObullish 70 · impact 40

Corporate4:05 PM ET

Monster Beverage Americas CEO resigns to rejoin Coca-Colaneutral 50 · impact 25

Corporate4:01 PM ET

Sysco closes C$1.5 billion senior notes offering for Jetro acquisitionneutral 50 · impact 10

Corporate1:56 PM ET

Supermicro: it is moving full speed ahead with SpaceXAI on gigawatt-scale AI data center buildout using Nvidia GB300 systemsbullish 65 · impact 40

Corporate1:55 PM ET

Immunovant faces securities investigation after lupus trial miss, stock fell 6%bearish 35 · impact 40

Corporate1:25 PM ET

SpaceXAI AI infrastructure buildout supports 7,500 jobs in Tennessee and Mississippineutral 50 · impact 20

Corporate1:15 PM ET

Chase launches Data Security Center for third-party app managementbullish 60 · impact 15

Corporate12:49 PM ET

Akamai shares jump 13% on expanded $13.4 billion Anthropic dealneutral 50 · impact 60

Corporate12:34 PM ET

Trading Resumed for Founder Group Ltd. (FGL)neutral 50 · impact 20

Corporate12:30 PM ET

Taboola.com Ltd. faces securities fraud class action over publisher quality disclosuresbearish 35 · impact 30

Corporate12:14 PM ET

Satya Nadella: Microsoft plans to bring AI 'Autopilot' to consumersbullish 65 · impact 30

Corporate12:13 PM ET

Capricor Therapeutics securities class action lead plaintiff deadline Sept. 28bearish 30 · impact 40

Corporate12:04 PM ET

HDFC Bank faces securities fraud class action over alleged disguised payments to state firmbearish 30 · impact 50

Corporate11:34 AM ET

Nadella defends data center expansion, cites Quincy tax revenue growthbullish 60 · impact 20

Corporate11:15 AM ET

Iridium stockholders approve Rocket Lab merger, advancing end-to-end space strategybullish 70 · impact 60

Corporate10:56 AM ET

BofA downgrades Nike to underperform, cuts target to $30bearish 20 · impact 60

Corporate10:23 AM ET

Greenland Mines expands European investor access with Frankfurt Stock Exchange listingbullish 65 · impact 40

Corporate9:04 AM ET

Planet Labs Pelican-12 satellite arrives at Cape Canaveral for SpaceX launchbullish 65 · impact 40

Corporate9:02 AM ET

Nscale lifts $3.36B in pre-IPO convertible round led by Third Point, NVIDIA commits $1Bbullish 70 · impact 50

Corporate9:00 AM ET

Kroger Health President Colleen Lindholz to retire after 31 yearsneutral 50 · impact 10

Corporate8:48 AM ET

Moody's: no adverse rating impact on Canary Wharf Finance II notes after reserve releaseneutral 50 · impact 10

Corporate8:44 AM ET

Insider sales reported for late September include notable transactions at CrowdStrike, Fastly, Datadogneutral 50 · impact 40

Corporate8:30 AM ET

FirstEnergy Ohio utilities schedule REC RFP webinar for October 1neutral 50 · impact 20

Corporate8:03 AM ET

Strategy Inc proposes daily dividend schedule for four preferred seriesneutral 50 · impact 10

Corporate8:00 AM ET

KB Home opens Arroyo community in Manteca, Californiabullish 60 · impact 20

Corporate8:00 AM ET

Cencora appoints Robert E. Sanchez to board of directorsneutral 50 · impact 10

Corporate7:32 AM ET

Zscaler Stock Drops 3% on CRO Departure; Analysts See Low-Disruption Moveneutral 50 · impact 30

Corporate7:30 AM ET

Quantum Cyber sharpens focus to quantum navigation, interceptor drones, US manufacturingbullish 70 · impact 40

Corporate7:12 AM ET

Atlas Energy Solutions Surges on AI Lab Power Dealbullish 80 · impact 70

Corporate7:12 AM ET

BlackRock: AI agents could use stablecoins for automated computing purchasesneutral 50 · impact 30

Corporate7:09 AM ET

Eaton to Acquire Col Group for $923 Million Enterprise Valuebullish 70 · impact 30

Corporate7:00 AM ET

Atlas Energy Solutions announces equipment purchase agreements backed by cost reimbursement agreements with AI labbullish 70 · impact 40

Corporate7:00 AM ET

Legend Biotech CARVYKTI Data Shows 50% of RRMM Patients Progression-Free at Five Yearsbullish 80 · impact 70

Corporate7:00 AM ET

Reborn Coffee signs strategic MOU with Visvita for franchise supply and RTD beveragesbullish 65 · impact 30

Corporate7:00 AM ET

Johnson & Johnson CARVYKTI five-year data: 50% progression-free, 69.2% OS in early-line myelomabullish 70 · impact 40

Corporate6:49 AM ET

BofA downgrades Nike to Underperform, cuts price target to $30 from $47bearish 20 · impact 10

Corporate6:47 AM ET

Robo.ai breaks ground on Phase I of ALIF Holding Group Industrial Park in UAEbullish 60 · impact 20

Corporate6:45 AM ET

Eaton to acquire COL Group for EUR810 million enterprise valuebullish 65 · impact 40

Corporate6:31 AM ET

VEON and Square Group secure Bangladesh digital bank licensebullish 70 · impact 40

Corporate6:30 AM ET

National Bank of Canada Authorizes C$2.25 Billion Share Buybackbullish 65 · impact 30

Corporate6:30 AM ET

Duke Energy appoints Joyce Mullen to board of directorsbullish 60 · impact 15

Corporate6:20 AM ET

Bilibili Sets October 28 EGM to Vote on Tencent Share Repurchase, Convertible Note Dealbullish 60 · impact 10

Corporate6:01 AM ET

AngloGold Ashanti hosts investor site visit to Nevada's Beatty Gold Districtbullish 65 · impact 30

Corporate6:00 AM ET

AngloGold Ashanti appoints Paul Graves as non-executive directorneutral 50 · impact 10

Corporate2:32 AM ET

Chapek: Iger undercut me from start as Disney CEO in memoir interviewbearish 40 · impact 20

Corporate2:32 AM ET

Starbucks to close about 250 North American locations this weekbearish 35 · impact 40

Corporate2:29 AM ET

AstraZeneca's supplemental application for IMFINZI plus enfortumab vedotin accepted by FDAneutral 50 · impact 30

Corporate2:28 AM ET

FDA grants Priority Review to AstraZeneca's IMFINZI plus enfortumab vedotin for MIBCbullish 70 · impact 60

Corporate2:01 AM ET

Sasol non-executive director Rhidwaan Gasant resigns for personal reasonsneutral 50 · impact 20

Corporate1:45 AM ET

New CEOs at Apple, Berkshire, and Walmart Face Market Testneutral 50 · impact 10

Macro

26 stories

Macro11:28 PM ET

Moody's revises Angola's outlook to positive, citing stronger macroeconomic stabilityneutral 50 · impact 20

Macro8:27 PM ET

Trump rejects Iran ceasefire, expects bombing after midtermsbearish 30 · impact 80

Macro4:55 PM ET

US net interest payments surpass defense spending in fiscal 2025, claim saysbearish 30 · impact 60

Macro2:57 PM ET

EU gas storage exceptionally low; energy chief urges demand curbs amid Iran price crisisbearish 30 · impact 65

Macro2:16 PM ET

Analyst consensus on Nike stock falls to lowest since at least 2001bearish 30 · impact 40

Macro2:08 PM ET

Fed and regulators target mid-December for capital rule finalizationneutral 50 · impact 60

Macro2:05 PM ET

Fed's Hammack sees biggest inflation risk as mindset shift, urges restrictive stancebearish 35 · impact 50

Macro1:00 PM ET

U.S. Rig Count Rises to 599, Oil Rigs Up 3 to 455bullish 60 · impact 30

Macro12:23 PM ET

Cathie Wood projects 7% global GDP growth driven by AIbullish 60 · impact 20

Macro11:53 AM ET

Average new home price posts record monthly drop in Augustbearish 30 · impact 60

Macro11:33 AM ET

Kansas City Fed Services Index Flat at Zero in Septemberneutral 50 · impact 25

Macro10:09 AM ET

10-Year Treasury Yield Hits 5.228%, Highest Since 2007; 30-Year Tops 5.5%bearish 25 · impact 80

Macro10:07 AM ET

Fed's Schmid calls US debt 'extreme', questions AI ecosystem scalebearish 35 · impact 40

Macro10:00 AM ET

US consumer sentiment falls to 48.1 in September, inflation expectations risebearish 30 · impact 60

Macro8:31 AM ET

Comcast stock hits lowest level in over a decade after KeyBanc downgradebearish 20 · impact 80

Macro8:30 AM ET

US durable goods orders flat in August, core miss forecastbearish 35 · impact 35

Macro7:29 AM ET

Michael Burry warns of higher investment/GDP marks, potential write-offs in 2028-2029bearish 35 · impact 30

Macro7:29 AM ET

Morgan Stanley reverses dollar forecast, now expects strength into 2027neutral 50 · impact 40

Macro7:05 AM ET

Moderna CEO: AI-driven bioterrorism is his top worryneutral 50 · impact 20

Macro6:13 AM ET

Fed prepares to ease oversight for large banksbullish 65 · impact 60

Macro5:48 AM ET

Fed's Williams: Tariffs generally don't produce sustained inflationneutral 50 · impact 30

Macro3:59 AM ET

Bitcoin slips as rate hike fears sap risk appetitebearish 35 · impact 40

Macro2:52 AM ET

Eurozone government bond yields fall as US yields hold near multiyear highsbearish 35 · impact 55

Macro2:38 AM ET

AstraZeneca regulatory applications under review in EU, Japan, other countriesbullish 65 · impact 30

Macro2:00 AM ET

Barrons.com Recommends Cava Group Stock as a Buybullish 65 · impact 10

Macro1:38 AM ET

Dollar expected to extend gains on Fed rate-rise prospectsbearish 35 · impact 40

Earnings

22 stories

Earnings1:18 PM ET

Microsoft Rolls Out Copilot Super App with Office File Creation, Consumption Pricingbullish 70 · impact 40

Earnings12:50 PM ET

Synopsys upgraded to Buy, analyst sees 69% upside from new $700 targetbullish 80 · impact 60

Earnings12:09 PM ET

AstraZeneca Rises 1.23%, Outperforms FTSE 100 on Fridaybullish 60 · impact 10

Earnings12:09 PM ET

Humana Shares Surge on Barclays Upgrade and Medicare Star Ratings Optimismbullish 80 · impact 80

Earnings12:01 PM ET

Dow Rallies Nearly 350 Points Led by Microsoft, Boeingbullish 65 · impact 40

Earnings11:58 AM ET

Constellation Brands Stock on Track for Lowest Close Since March 2020bearish 20 · impact 60

Earnings11:16 AM ET

Nike Slumps After Bank of America Downgradebearish 20 · impact 80

Earnings10:51 AM ET

Micron Nears All-Time High as AI Memory Supercycle Powers Earnings Expectationsbullish 70 · impact 70

Earnings10:46 AM ET

Oppenheimer: CarMax F2Q Results Due Next Week May Show Turnaround Progressbullish 65 · impact 30

Earnings10:45 AM ET

Scholastic Q1 losses widen as Education weakness overshadows fall book catalystsbearish 35 · impact 40

Earnings10:10 AM ET

Micron's Earnings Focus on Gross Margin, Capital Spendingbullish 65 · impact 40

Earnings9:22 AM ET

Microsoft Revamps Copilot for Corporate Customers, Advances Quantum Ecosystembullish 70 · impact 60

Earnings9:11 AM ET

Meta stock surges on Muse AI hype, analysts raise price targets above $800bullish 80 · impact 60

Earnings8:27 AM ET

BlackBerry's QNX Embedded Software Seen With Multiple Growth Catalystsbullish 70 · impact 30

Earnings8:21 AM ET

HSBC Downgrades Twilio,: meta Muse Gains Overpricedneutral 50 · impact 40

Earnings8:21 AM ET

BofA Securities downgraded NIKE (NKE) to Underperform with $30 targetbearish 30 · impact 40

Earnings7:10 AM ET

Meta's Muse AI Agent Drives Stock Rally, Sparks Market Shiftsbullish 75 · impact 75

Earnings7:01 AM ET

Musk: SpaceX AI Could Surpass Rivals in Six Months as Data Center Expandsbullish 70 · impact 60

Earnings5:34 AM ET

Costco beats quarterly estimates, membership growth continues to slowbullish 70 · impact 60

Earnings2:32 AM ET

ArcelorMittal in talks with Ukraine government on plant's future after suspending restartbearish 25 · impact 10

Earnings2:32 AM ET

BlackRock tokenized portfolios debut via Ondo Financebullish 65 · impact 30

Earnings2:32 AM ET

Darden Restaurants profit falls as food and labor costs risebearish 35 · impact 30

Analyst action

13 stories

Analyst action2:11 PM ET

Gold Futures End Four-Day Slide, Up 0.5% as Dollar Weakensneutral 50 · impact 60

Analyst action11:24 AM ET

BlackBerry price target cut to $9.50 from $10.30 by Canaccord Genuitybearish 35 · impact 25

Analyst action9:50 AM ET

Wells Fargo initiates Trane Technologies with Overweight ratingbullish 60 · impact 20

Analyst action9:15 AM ET

Wells Fargo starts Dover Corp at Overweightbullish 60 · impact 20

Analyst action9:13 AM ET

Bernstein warns Apple December-quarter earnings could disappoint on memory-chip costsbearish 35 · impact 30

Analyst action8:35 AM ET

Wells Fargo analyst Tusa starts seven industrial stocks at Buy on AI data center demandbullish 65 · impact 30

Analyst action8:30 AM ET

Wells Fargo initiated Dover coverage with Overweight and $229 targetbullish 70 · impact 20

Analyst action8:20 AM ET

Comcast downgraded to underweight by KeyBanc, target cut to $18bearish 25 · impact 40

Analyst action8:18 AM ET

Goldman Sachs forecasts AI infrastructure spending to reach $1.2 trillion by 2027bullish 70 · impact 60

Analyst action7:50 AM ET

StoneX reiterates Buy on Tesla ahead of Q3 deliveries, sees energy storage growth offsetting vehicle declinebullish 65 · impact 30

Analyst action7:33 AM ET

Viking's early bookings strength should offset 2027 headwindsbullish 70 · impact 30

Analyst action6:34 AM ET

Nike Downgraded to Underperform at B of A Securitiesbearish 35 · impact 30

Analyst action4:59 AM ET

Markets roundup: Analyst notes on rig count, Costco, Nike, Comcast, Akamai-Antropic dealbearish 35 · impact 70

Product

6 stories

Product9:09 AM ET

UL Solutions warns unauthorized safety marks on rechargeable hand warmers sold via Amazonneutral 50 · impact 25

Product8:10 AM ET

Microsoft unveils Copilot overhaul as 'OS for work' with four core piecesbullish 80 · impact 70

Product8:07 AM ET

Microsoft expands cost management in Agent 365 to include code and Copilot managed runtime; Copilot Studio support in Octoberneutral 50 · impact 40

Product8:07 AM ET

Microsoft to start private preview of Copilot in 'Today' for Home in October, coming to Outlook and Teamsneutral 50 · impact 20

Product8:06 AM ET

Microsoft’s Code in Copilot preview coming to 365 Premium and Pro subscribers later this yearneutral 50 · impact 30

Product8:06 AM ET

Microsoft's Copilot Managed Runtime now available for public preview, integrated into codebullish 65 · impact 30

Sector

6 stories

Sector2:13 PM ET

Chip Stocks Rebound After Two-Day Skid; Tower Semiconductor Leads on Analyst Upgradebullish 65 · impact 40

Sector1:04 PM ET

semiconductor ETF $SOXX on track for largest quarterly underperformance vs QQQ since Q3 2002bearish 30 · impact 60

Sector10:00 AM ET

Biotech roundtable: China policy risks, upcoming trial catalystsneutral 50 · impact 60

Sector9:47 AM ET

Cable stocks cheapest in S&P 500 as fiber competition pressures broadband pricingbearish 35 · impact 50

Sector9:41 AM ET

Pentair faces securities fraud class action over pool channel destocking disclosuresbearish 35 · impact 30

Sector5:30 AM ET

Protagonist Therapeutics' oral psoriasis pill threatens AbbVie's Skyrizi growth, analysts saybullish 65 · impact 40

Legal

5 stories

Legal12:46 PM ET

Better Home & Finance faces securities class action over $1 billion loan volume targetbearish 30 · impact 40

Legal12:05 PM ET

Datavault AI securities fraud class action deadline Oct 5bearish 20 · impact 40

Legal11:57 AM ET

Hims & Hers faces securities class action over FTC data-sharing allegationsbearish 25 · impact 50

Legal11:50 AM ET

AppLovin faces securities class action over model improvement claims; lead plaintiff deadline Nov. 16bearish 30 · impact 50

Legal7:05 AM ET

Nektar Therapeutics wins $90 million jury award in lawsuit against Eli Lillybullish 70 · impact 55

Geopolitics

4 stories

Geopolitics1:04 PM ET

Tesla, SpaceX dip 1.2%; industrials gain after Trump-Xi state dinnerbullish 60 · impact 15

Geopolitics12:34 PM ET

Senior Iranian official: iran could make no concessions on nuclear programbearish 30 · impact 70

Geopolitics8:59 AM ET

Dow rises on US-Iran peace hopes; Micron, Sandisk rally in early tradebullish 70 · impact 80

Geopolitics2:31 AM ET

ArcelorMittal Kryvyi Rih hit by four missile strikes; restart impossiblebearish 25 · impact 40

Energy

1 story

Energy11:56 AM ET

EIA: Record Renewables, Production Kept Summer Natural Gas Prices 6% Lowerneutral 50 · impact 30

M and a

1 story

M and a5:31 AM ET

SpaceX on pace to end 2026 with more than 1 million Nvidia GPUsbullish 65 · impact 40

Policy

1 story

Policy12:50 PM ET

Trump wants Bessent to stay as Treasury secretary, denies AI czar roleneutral 50 · impact 30

Other days on the wireEastern Time

← Thursday, September 24 September 2026 News archive Saturday, September 26 →

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

BORSAStock News & Alerts

Latest News Calendar Reports Stocks Sign in

News Calendar Reports Stocks Sign in

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