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← The wire · Saturday, September 26

Macro$SPCX11:33 AM ETdeveloping · v10

Trump Rejects Iran Deal; Growth Stocks Rally as Yields Surge, Micron Earnings Ahead

By BORSA NewsroomPublished Sep 26, 2026, 11:33 AM EDTUpdated Sep 27, 2026, 8:53 AM EDT

Sentimentneutral 50

Neutral · 50 of 100

Impact70

medium · sector-wide

Confidence90%

high confidence · 10 wires

Eventdeveloping

v10 · alerts feed only

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SPY+0.72%$768.75QQQ+1.64%$721.41

CLF+11.69%$13.54INTC+5.01%$94.35GS+0.26%$883.58FITB+1.93%$51.34NDAQ−0.79%$93.23AAPL+0.61%$345.56USAS0.00%$3.78NVDA+1.93%$218.26MSFT+0.86%$533.58XE+2.29%$10.60MS+0.09%$180.74ACN+0.48%$230.79ASTS+6.16%$43.17SPCX+2.82%$150.15MAMA−0.19%$12.85AOS−1.15%$58.54VRNS0.00%$48.72NMRK−2.36%$11.58GPN+0.13%$83.78GLBE+1.57%$39.43TSLA+3.10%$365.72CBOE−3.46%$304.10PAYX−1.59%$109.86MU+4.32%$916.83LMT−0.84%$547.43RCAT+1.17%$4.78RMBI+0.91%$15.48KNTK+0.61%$55.64UNH+0.88%$404.98JNJ−0.86%$253.36CLF+11.69%$13.54INTC+5.01%$94.35GS+0.26%$883.58FITB+1.93%$51.34NDAQ−0.79%$93.23AAPL+0.61%$345.56USAS0.00%$3.78NVDA+1.93%$218.26MSFT+0.86%$533.58XE+2.29%$10.60MS+0.09%$180.74ACN+0.48%$230.79ASTS+6.16%$43.17SPCX+2.82%$150.15MAMA−0.19%$12.85AOS−1.15%$58.54VRNS0.00%$48.72NMRK−2.36%$11.58GPN+0.13%$83.78GLBE+1.57%$39.43TSLA+3.10%$365.72CBOE−3.46%$304.10PAYX−1.59%$109.86MU+4.32%$916.83LMT−0.84%$547.43RCAT+1.17%$4.78RMBI+0.91%$15.48KNTK+0.61%$55.64UNH+0.88%$404.98JNJ−0.86%$253.36

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WHY IT MATTERS••••••••••Market transmission and exposed assets

BULL / BEAR CASE•••• / ••••Competing evidence, edited together

NEWS ON PRICE••.•% reactionConfirmation versus SPY and sector

WHAT TO WATCH•• catalystsThe facts that can change the read

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$SPCX on BORSASpace Exploration Technologies

$150.15+2.82%

NEWS READBalanced

MATERIAL EVENTS 24H0

STORIES 30D5

More on Space Exploration Technologies (SPCX)newest first

Oct 13

Corporate · developing · 2 wiresSpaceX ISS Launch Reminds Market of Core Space Businessneutral 50 · impact 30

Oct 13

Sector · single wireSpaceX launch shortage spurs record $100 billion space investment spreebullish 70 · impact 60

Sep 28

Corporate · developing · 2 wiresSidus Space to Launch LizzieSat-4 and LizzieSat-5 Together on SpaceX Bandwagon-6bullish 65 · impact 30

Sep 26

Earnings · developing · 8 wiresGoogle to send AI chips into orbit Oct. 1 in space-based data center testbullish 70 · impact 60

Sep 23

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

Space Exploration Technologies (SPCX) stock news →

How it developed20 wires · newest first

Fri to Mon

Mon 5:55 AMMiliband: ignoring climate issues makes the country dangerousneutral 50 · impact 10
Mon 5:55 AMMiliband: UK could keep isolating Iran until Strait of Hormuz reopensbearish 35 · impact 30
Sun 6:12 PMStock Futures Are Slipping Ahead of Inflation, Jobs Data -- Barrons.com
Sun 6:05 PMStock futures slip ahead of inflation and jobs data; Trump rejects Iran Strait proposalbearish 35 · impact 30
Sun 9:31 AMDow Jones Futures: Growth Shrugs Off Surging Yields, But Trump Rejects Iran Deal; Micron, SpaceX, Tesla Eye BuyPoints -- IBD
Sun 8:45 AMTrump Rejects Iran Strait of Hormuz Deal,: 'They Made a Proposal but I Rejected It'neutral 50 · impact 70
Sun 5:00 AMTrump Rejects Iran Offer to Reopen Strait of Hormuzbearish 30 · impact 70
Sat 10:32 PMTrump rejects Iran Strait of Hormuz deal; Micron earnings, SpaceX launch, Tesla Roadster on deck

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bearish 30 · impact 70

Sat 3:39 PMTrump rejects Iran Strait of Hormuz deal; Dow futures lower, oil up; Micron earnings, SpaceX launch, Tesla events aheadneutral 50 · impact 10

Sat 1:44 PMTrump rejects Iran Strait deal; Micron earnings, SpaceX, Tesla in focusneutral 50 · impact 60

Sat 11:51 AMTrump rejects Iran ceasefire, oil indicated higher; Micron, SpaceX, Tesla in focusbearish 30 · impact 50

Sat 11:34 AMGrowth stocks rally as yields surge; Trump rejects Iran cease-fire; Micron, Tesla aheadbearish 30 · impact 70 · this page

Sat 2:34 AMTrump reportedly rejects Iran's seven-day ceasefire proposal, plans renewed bombing after midtermsbearish 30 · impact 40

Sat 1:14 AMTrump rejects Iran's 7-day ceasefire, holds naval blockadebearish 30 · impact 70

Fri 10:31 PMTrump opposes Iran ceasefire, expects renewed bombing after midterms, per WSJbearish 25 · impact 80

Fri 9:51 PMBREAKING: Trump has rejected Iran's proposal for a seven-day ceasefire and has told aides he expects to resume bombing Iran after the midterms, per WSJ

Fri 9:22 PMTrump rejects Iran ceasefire, expects bombing after midtermsbearish 30 · impact 70

Fri 8:36 PMTrump rejects Iran's 7-day ceasefire, expects bombing after midtermsbearish 35 · impact 40

Fri 8:28 PMTrump skeptical Iran will comply with demandsbearish 30 · impact 60

Fri 8:27 PMTrump rejects Iran ceasefire, expects increased bombing after midtermsbearish 30 · impact 70 · first wire

bullishneutralbearishlabel = ticker sentiment·impact · dot size follows impact · click a dot to open the story