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Latest News Calendar Reports Stocks Sign in

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Latest News Calendar Reports Stocks Sign in

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US stock market news — Monday, September 28, 2026

315 stories · by lane · newest first · Eastern Time

The stories BORSA published on Monday, September 28, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 176 Macro 47 Earnings 31 Geopolitics 19 Analyst action 13 Policy 9 Sector 9 Energy 7 Legal 4

Corporate

176 stories

Corporate7:19 PM ET

Anthropic files for IPO, reveals 1,088% revenue growth and $42B net lossneutral 50 · impact 70

Corporate7:16 PM ET

Anthropic FY25 GAAP net deficit widens to $41.97B from $8.31B, prospectus showsbearish 30 · impact 60

Corporate7:01 PM ET

Raytheon lands a $20,700,000,000.00 Pentagon contract to ramp AMRAAM missile production to record levels.

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 70

Corporate7:00 PM ET

OpenAI scraps next-generation AI model release after safety failure, WSJ reportsbearish 30 · impact 70

Corporate7:00 PM ET

Samsung commits $1 billion to KKR-backed AI infrastructure firm Helixbullish 70 · impact 60

Corporate6:56 PM ET

Rocket Mortgage adopts VantageScore 4.0 as preferred credit scoring modelbullish 70 · impact 40

Corporate6:43 PM ET

Goldman Sachs board discusses plan for Waldron to succeed Solomon as CEObullish 70 · impact 60

Corporate6:05 PM ET

Ameren Missouri submits 20-year energy roadmap update with new integrated resource planneutral 50 · impact 40

Corporate6:02 PM ET

OpenAI plans GPT-6.1 Astra release in coming days or weeks, targeting October debutneutral 50 · impact 60

Corporate5:53 PM ET

Orion Digital regains Nasdaq minimum bid price compliancebullish 65 · impact 30

Corporate5:39 PM ET

Securities fraud class action filed against Honeywell Aerospace (HONA)bearish 30 · impact 40

Corporate5:30 PM ET

AstraZeneca invests $2 billion in Summit Therapeutics, plans cancer drug collaborationbullish 85 · impact 80

Corporate5:21 PM ET

Walmart vows it will never use AI to set different prices based on customer dataneutral 50 · impact 20

Corporate5:21 PM ET

AMD to acquire World Labs for $8.2 billion, targets physical AIbullish 70 · impact 60

Corporate5:21 PM ET

Technology stocks fall, Nvidia announces record $235 billion buyback authorizationbearish 30 · impact 60

Corporate5:19 PM ET

Vail Resorts Details Executive Changes in Quarterly Report Amid Activist Pressureneutral 50 · impact 30

Corporate5:14 PM ET

U.S. Physical Therapy enters 45-month interest rate swap with $170.6M notionalbullish 65 · impact 30

Corporate5:10 PM ET

RTX's Raytheon awarded $20.7 billion multi-year AMRAAM contractbullish 85 · impact 80

Corporate5:02 PM ET

Faraday Future to Upgrade into Robotaxi Operator, Spin Off Robotics Business at $200M Valuationbullish 70 · impact 70

Corporate5:00 PM ET

TTEC Digital earns Microsoft AI Business Solutions Inner Circle award for 11th consecutive yearneutral 50 · impact 10

Corporate5:00 PM ET

AIxCrypto Signs Term Sheet to Buy Faraday Future Robotics for $200M in Stockbullish 70 · impact 70

Corporate4:56 PM ET

ATI to host Investor Day on November 12, 2026neutral 50 · impact 10

Corporate4:51 PM ET

AMD to Acquire AI Startup World Labs for $8.2 Billionbullish 75 · impact 70

Corporate4:44 PM ET

Insider purchase filings for ten companies including GPI, MSC, HDSNneutral 50 · impact 30

Corporate4:44 PM ET

Navitas Gets Army Grant to Develop 10-kV Silicon Carbide Power Semiconductorsbullish 80 · impact 70

Corporate4:40 PM ET

Boeing, MongoDB slide; Nvidia rises on $150B buyback authorizationbearish 30 · impact 70

Corporate4:38 PM ET

McCormick ($MKC) replaces EY with KPMG as auditor over independence issue tied to Unilever dealneutral 50 · impact 30

Corporate4:36 PM ET

Hut 8 Secures $1.07B Credit Line; AG Growth Downgraded; Slate REIT Boughtneutral 50 · impact 45

Corporate4:30 PM ET

Viking Therapeutics closes upsized $575M stock and convertible note offeringsneutral 50 · impact 30

Corporate4:30 PM ET

Nyxoah appoints Liam Kelly as CEO, effective October 1bullish 65 · impact 30

Corporate4:30 PM ET

Trane Technologies expands AI factory cooling portfolio with two new 250MW reference designsbullish 70 · impact 50

Corporate4:27 PM ET

Teledyne Technologies Vice Chairman Jason VanWees to retire, names successor for IR and M&Aneutral 50 · impact 20

Corporate4:26 PM ET

Gates completes acquisition of Timken's belts businessbullish 65 · impact 60

Corporate4:20 PM ET

MSCI reclassifies Corteva to mid cap, adds Vylor to global standard indexesneutral 50 · impact 30

Corporate4:15 PM ET

DraftKings Named Exclusive Sportsbook Sponsor of NHL on Prime for 2026-27 Seasonbullish 65 · impact 60

Corporate4:15 PM ET

American Express: regular quarterly dividend of $0.95 per sharebullish 60 · impact 10

Corporate4:13 PM ET

Securities class action filed against Baidu over AI business claimsbearish 30 · impact 40

Corporate4:10 PM ET

Alexandria Real Estate Equities closes amended $5.0 billion credit linebullish 70 · impact 40

Corporate4:10 PM ET

Verastem Oncology publishes two-year RAMP 201 follow-up data in Gynecologic Oncologybullish 70 · impact 40

Corporate4:05 PM ET

Kimberly-Clark launches exchange offers and consent solicitations for Kenvue notesneutral 50 · impact 40

Corporate4:05 PM ET

Asana appoints Dan Rogers board chair, adds Jerry Ting and Tom Berquist as directorsbullish 65 · impact 30

Corporate4:05 PM ET

AMD to acquire World Labs for $8.2 billion in all-stock dealneutral 50 · impact 80

Corporate4:05 PM ET

Acadia Pharmaceuticals receives U.S. patent allowance for trofinetide weight-banded dosing, extending protection to March 2041bullish 80 · impact 60

Corporate4:05 PM ET

Neurocrine Biosciences appoints Eiry W. Roberts as Chief Medical Officer, Sanjay Keswani departsneutral 50 · impact 30

Corporate4:02 PM ET

Pope criticizes Nvidia for opposing government regulation of technologybearish 35 · impact 40

Corporate4:00 PM ET

Franco-Nevada CEO Paul Brink appointed Chair of the World Gold Councilbullish 60 · impact 20

Corporate3:20 PM ET

FAA administrator: software issue could delay MAX 10 certification, timeline uncertainbearish 20 · impact 65

Corporate3:02 PM ET

Tesla Roadster event postponed to October 15 due to severe weatherneutral 50 · impact 20

Corporate2:59 PM ET

Nvidia announces $150 billion buyback, largest in US corporate historybullish 80 · impact 80

Corporate2:33 PM ET

FAA delays Boeing 737 MAX 10 approval over software glitch; airlines request older versionbearish 20 · impact 75

Corporate2:31 PM ET

Nike China head ends third-party online stores, rolls out local lines to revive growthneutral 50 · impact 30

Corporate2:30 PM ET

Securities fraud lawsuit filed against Taboola.combearish 25 · impact 50

Corporate2:22 PM ET

AIxCrypto Holdings signs term sheet to acquire Faraday Future robotics business at $200M valuationbullish 70 · impact 30

Corporate2:17 PM ET

Scripps taps Sean McGarvy to lead news strategyneutral 50 · impact 10

Corporate1:58 PM ET

Meta starts enterprise AI business selling tools to companiesbullish 70 · impact 70

Corporate12:56 PM ET

Kodiak Sciences shares surge 150% on Phase 3 wet AMD trial successbullish 90 · impact 90

Corporate12:45 PM ET

Corteva and Inari settle seed-access dispute, agree to licensing talksbullish 65 · impact 40

Corporate12:45 PM ET

Corteva and Inari settle seed-depository lawsuit, Inari to destroy material and assign IPbullish 65 · impact 40

Corporate12:33 PM ET

SpaceX projected to achieve full Starship reusability before 2028 after Flight 14 splashdownneutral 50 · impact 60

Corporate12:27 PM ET

Fitch Assigns 'BBB' Rating to Digital Realty Trust Senior Notesneutral 50 · impact 30

Corporate11:56 AM ET

KKR and RWE: to jointly bid for German state-owned Uniperneutral 50 · impact 50

Corporate11:53 AM ET

KNOREX proposes carve-out of AscendX publisher monetization business, stock haltedbullish 65 · impact 60

Corporate11:42 AM ET

Coastal Financial reports $447M in Bluevine-related deposits as of Sept. 25bullish 65 · impact 30

Corporate11:41 AM ET

Coastal Financial: Bluevine acquisition by Valley National won't materially affect liquiditybullish 65 · impact 40

Corporate11:32 AM ET

Omnicom ranked first in Gartner Critical Capabilities, named Leader in Magic Quadrantneutral 50 · impact 30

Corporate11:06 AM ET

Nvidia's Huang: AI agents need guardrails, much like humansbullish 65 · impact 80

Corporate11:02 AM ET

Moody's Upgrades Cushman & Wakefield to Ba3, Outlook Stablebullish 70 · impact 60

Corporate10:33 AM ET

Citi names stablecoin payment service Spring by Citi for institutional checkoutbullish 70 · impact 60

Corporate10:33 AM ET

Comstock wins summary judgment in Town of Herndon litigationbullish 70 · impact 40

Corporate10:33 AM ET

Citi and Coinbase expand collaboration for digital-fiat payment integrationbullish 80 · impact 70

Corporate10:28 AM ET

Universal Music Hires Oscar Celma as Senior VP for AI and Machine Learningneutral 50 · impact 10

Corporate10:21 AM ET

Morgan Stanley to invest $684M in new Dallas hub, Texas governor saysbullish 65 · impact 40

Corporate10:18 AM ET

Fitch affirms PNC Financial Services Group at 'A+'; outlook stablebullish 60 · impact 20

Corporate10:00 AM ET

Houlihan Lokey hires digital assets managing director for FinTech Groupbullish 60 · impact 20

Corporate10:00 AM ET

Princess Cruises launches AI cruise planning app on ChatGPTbullish 65 · impact 25

Corporate10:00 AM ET

Clorox launches Clorox Purell ProCare B2B hygiene platformbullish 60 · impact 20

Corporate9:34 AM ET

SpaceX Starship reaches orbit on 14th test, deploys three Starlink satellitesbullish 65 · impact 70

Corporate9:30 AM ET

Fannie Mae launches tender offer for any and all of certain CAS notesneutral 50 · impact 30

Corporate9:30 AM ET

Oncolytics Biotech Reports Accelerating Enrollment in REO 033 Colorectal Cancer Studybullish 80 · impact 70

Corporate9:27 AM ET

Corteva to dismantle pesticides loyalty program in FTC settlementneutral 50 · impact 60

Corporate9:15 AM ET

French health agency recommends nicotine cap, cites 22nd Century's technology as only commercial pathbullish 80 · impact 65

Corporate9:15 AM ET

Comcast completes Washington County, Pennsylvania fiber expansionbullish 60 · impact 20

Corporate9:14 AM ET

Senate investigation finds Tether's USDT used by Iran to evade sanctions, fund Hezbollahbearish 30 · impact 60

Corporate9:12 AM ET

SpaceX Starship reaches orbit for first time despite engine issuebullish 80 · impact 70

Corporate9:07 AM ET

Quantum X Labs developing integration of atomic clock with Rydberg RF sensing for defense and aerospacebullish 65 · impact 30

Corporate9:03 AM ET

MiniMed appoints Sheila Denton as General Counsel & Corporate Secretaryneutral 50 · impact 10

Corporate9:01 AM ET

Senate report: Tether's USDT used as primary payment method by Iranbearish 30 · impact 60

Corporate9:00 AM ET

CapsoVision gets FDA clearance for AI-assisted reading tool AI Highlightsbullish 80 · impact 60

Corporate9:00 AM ET

Mastercard introduces AI-powered B2B analytics platform for commercial paymentsneutral 50 · impact 40

Corporate9:00 AM ET

Cheetah Net Supply Chain Service Inc. (CTNT) Resumes Tradingneutral 50 · impact 10

Corporate9:00 AM ET

Volante and Circle partner to integrate USDC into bank payment railsbullish 70 · impact 40

Corporate9:00 AM ET

Synopsys launches AgentEngineer portfolio and Autopilot Platform for autonomous engineeringbullish 70 · impact 50

Corporate9:00 AM ET

Iron Mountain gets first-time inclusions in four analyst reports from Gartner, IDC, Forresterbullish 65 · impact 30

Corporate8:57 AM ET

Class action lawsuit filed against Lincoln Educational Services over student start disclosuresbearish 20 · impact 60

Corporate8:51 AM ET

New 737 MAX software glitch lifts certification risk for Boeingbearish 35 · impact 75

Corporate8:49 AM ET

MongoDB CEO Desai leaves for Meta, shares drop 16% premarketbearish 20 · impact 80

Corporate8:42 AM ET

MaxLinear Launches Puma 9 DOCSIS Platform for AI-Ready Multigigabit Servicesbullish 75 · impact 60

Corporate8:40 AM ET

Lifecore Biomedical acquired by Webster Equity Partners for $6.28 per share plus CVRsbullish 85 · impact 80

Corporate8:32 AM ET

Meta launches enterprise AI unit, hires former MongoDB CEO to lead itbullish 70 · impact 70

Corporate8:31 AM ET

Sidus Space to Launch LizzieSat-4 and LizzieSat-5 Together on SpaceX Bandwagon-6bullish 65 · impact 30

Corporate8:30 AM ET

National Bank Investments launches four new funds and ETF seriesneutral 50 · impact 10

Corporate8:23 AM ET

Nvidia's Huang: All companies are AI companies, calls for AI safety standardsbullish 80 · impact 60

Corporate8:23 AM ET

FTC and states settle antitrust case against Corteva, aim to lower pesticide pricesbearish 30 · impact 60

Corporate8:22 AM ET

Nvidia CEO Huang: technology must be built safely and responsiblybullish 60 · impact 20

Corporate8:13 AM ET

FTAI Aviation Takes 27 Boeing 737-700s from WestJet, 10 for Partsneutral 50 · impact 60

Corporate8:10 AM ET

Paramount Skydance extends debt exchange offers, launches $44.4B notes offering for WBD acquisitionneutral 50 · impact 70

Corporate8:08 AM ET

Quantum Appoints James C. Clancy as Chief Operating Officerbullish 60 · impact 20

Corporate8:06 AM ET

Snowflake Stock Falls 3.5% on $3.5 Billion Convertible Debt Offeringbearish 35 · impact 40

Corporate8:03 AM ET

Walmart CEO: AI could not be used for surge pricingbullish 65 · impact 40

Corporate8:03 AM ET

Nvidia CEO Huang: AI Must Be Deployed Safelyneutral 50 · impact 30

Corporate8:02 AM ET

Nektar to Present rezpegaldesleukin Data at EADV Congress, Including 6-Month Off-Treatment alopecia areata Resultsneutral 50 · impact 40

Corporate8:02 AM ET

Lakewood-Amedex Biotherapeutics Nu-3 Shows Positive MIC Data Against Resistant Clinical Isolatesbullish 70 · impact 40

Corporate8:01 AM ET

American Express reaches 190 million merchant locations globally, international acceptance doubles in four yearsbullish 70 · impact 40

Corporate8:01 AM ET

AbbVie details JUVMO tablet strengths after FDA approvalbullish 65 · impact 60

Corporate8:00 AM ET

Teledyne Announces Retirement of Jason VanWees, Appointment of Mary Grace DeForest as VP IR and M&Aneutral 50 · impact 10

Corporate8:00 AM ET

Century Casinos enters definitive agreement to sell two Alberta racetracks for $16.4Mbullish 75 · impact 60

Corporate8:00 AM ET

Kaltura wins Best Interactive Content Platform at 2026 Digiday Technology Awardsbullish 65 · impact 25

Corporate8:00 AM ET

FIS Integrates Spade's Real-Time transaction enrichment into debit processing Platformbullish 60 · impact 20

Corporate8:00 AM ET

TOYO Co. expects positive H2 EBITDA, signs $240M in US module supply agreementsbullish 75 · impact 60

Corporate8:00 AM ET

S&P Global adds credit ratings to AI Data Portalbullish 65 · impact 30

Corporate8:00 AM ET

U.S. FDA approves AbbVie's JUVMO (tavapadon) for Parkinson's diseasebullish 80 · impact 70

Corporate8:00 AM ET

H.B. Fuller appoints R. Jeffrey Bailly to board of directorsbullish 60 · impact 20

Corporate8:00 AM ET

Oracle integrates with Swift's ledger to connect tokenized deposit infrastructures across banksbullish 65 · impact 30

Corporate7:53 AM ET

Nvidia: revenue per gigawatt of AI infrastructure more than doubled across generationsbullish 80 · impact 60

Corporate7:48 AM ET

Marcus Theatres appoints Shannah Miller as SVP of marketing and salesneutral 50 · impact 10

Corporate7:42 AM ET

Nvidia: Anthropic contracted 2.6 GW of AI infrastructure, value over $180Bbullish 80 · impact 70

Corporate7:40 AM ET

TransDigm completes acquisition of Prince & Izant for $1.066 billion cashbullish 65 · impact 40

Corporate7:30 AM ET

Flutter Entertainment expects potential $20M reduction in 2026 adjusted EBITDAneutral 50 · impact 60

Corporate7:30 AM ET

Quantum Cyber files audited financials for Bridgeport manufacturing acquisitionbullish 60 · impact 30

Corporate7:30 AM ET

Coinbase customers to get bank-account-like vehicle powered by Citi's banking capabilitiesneutral 50 · impact 70

Corporate7:28 AM ET

WTW unveils Radar AI Assistant for insurance portfolio managementbullish 60 · impact 30

Corporate7:17 AM ET

Roblox downgraded to Sell at Jefferies; shares fall 4.6% premarketneutral 50 · impact 65

Corporate7:09 AM ET

Snowflake to Offer $3.5 Billion in Convertible Senior Notesbearish 30 · impact 75

Corporate7:04 AM ET

Castle Biosciences study shows TissueCypher changed management in 90% of NDBE patientsneutral 50 · impact 40

Corporate7:01 AM ET

Churchill Downs closes amended credit facility and new term loan Bneutral 50 · impact 30

Corporate7:00 AM ET

ACI Worldwide, Cognizant test BASE24-eps on AWS at double target load with zero failuresneutral 50 · impact 40

Corporate7:00 AM ET

VisionWave Highlights STRATUM Autonomous Ground Systems Platformneutral 50 · impact 10

Corporate7:00 AM ET

Brixmor, Everview to acquire Slate Grocery REIT for $2.34 billionbullish 70 · impact 60

Corporate6:55 AM ET

TransUnion appoints Malte Bernholz as chief strategy and corporate development officerneutral 50 · impact 10

Corporate6:45 AM ET

Pfizer to present oncology data at ESMO, highlighting atirmociclib and tivunatamigneutral 50 · impact 45

Corporate6:45 AM ET

NIQ Expands Health & Beauty Measurement to Capture $56 Billion in Amazon Marketplace Salesbullish 70 · impact 40

Corporate6:42 AM ET

Hudbay Minerals Extends Snow Lake Mine Life, lifts gold Targetsbullish 70 · impact 50

Corporate6:30 AM ET

Kodiak Sciences: Zenkuda and tabirafusp-ted meet primary endpoints in Phase 3 wAMD trialbullish 85 · impact 80

Corporate6:30 AM ET

Hut 8 closes $1.07B revolving credit facilitybullish 70 · impact 60

Corporate6:30 AM ET

U.S. GoldMining expands pipeline of high-priority targets with 2026 surface exploration at Whistler projectbullish 65 · impact 30

Corporate6:29 AM ET

Perpetua Resources provides construction and exploration update at Stibnite Gold Projectbullish 65 · impact 40

Corporate6:08 AM ET

Burford Capital would get $1.4B from Apple patent verdict if paid as awardedneutral 50 · impact 50

Corporate6:01 AM ET

National Healthcare Properties signs non-binding LOI for final four OMFs for $11Mneutral 50 · impact 30

Corporate6:00 AM ET

FTAI Acquires 27 Boeing 737-700 Aircraft from WestJetbullish 80 · impact 60

Corporate6:00 AM ET

OMS Energy Technologies wins US$9.4 million in new orders, including US$7.1 million Saudi Aramco tenderbullish 70 · impact 40

Corporate6:00 AM ET

Infrastructure Capital lifts dividends on QVOL, BNDS, SCAP, ICAP ETFsneutral 50 · impact 20

Corporate5:56 AM ET

SpaceX Launches Starship Flight 14, First Revenue-Generating Missionbullish 75 · impact 60

Corporate5:28 AM ET

Accenture Edge helps Combe unify global operations on Oracle Fusionbullish 60 · impact 30

Corporate5:00 AM ET

VEON and Banglalink host New York investor symposium for Bangladesh digital initiativebullish 80 · impact 60

Corporate4:49 AM ET

ASML Seen Lifting Capacity Expansion Targets Above 30% on AI Demandbullish 70 · impact 60

Corporate4:30 AM ET

111, Inc. forms special committee to evaluate buyout proposal and strategic alternativesbullish 65 · impact 30

Corporate4:23 AM ET

HDFC Bank securities fraud class action lead plaintiff deadline Oct. 12bearish 40 · impact 20

Corporate4:08 AM ET

Datavault AI securities fraud class action lead plaintiff deadline Oct. 5bearish 35 · impact 30

Corporate4:06 AM ET

HSBC adopts Nasdaq Calypso for exchange-traded derivatives clearingbullish 70 · impact 60

Corporate4:01 AM ET

Northern Star Rejects $27 Billion Gold Fields Takeover Bidbearish 30 · impact 70

Corporate3:33 AM ET

Nio brings Geely into Nio Power, valuing unit at $2.4Bbullish 70 · impact 60

Corporate3:30 AM ET

Digital Currency X Technology (DCX) halted pending newsneutral 50 · impact 40

Corporate3:04 AM ET

Alibaba Group sued for securities law violations; lead plaintiff deadline Oct. 5bearish 35 · impact 40

Corporate3:00 AM ET

Aon launches Power Lifecycle Program for gas power projects supporting data centersbullish 70 · impact 40

Corporate3:00 AM ET

EU-funded Q-AID project deploys first POLARIS quantum-enhanced MRI systemsneutral 50 · impact 10

Corporate2:32 AM ET

Boeing 737 MAX software glitch could cause navigation failure during landingbearish 30 · impact 70

Corporate2:32 AM ET

Boeing identifies 737 MAX software glitch that could disable autopilot during landingbearish 30 · impact 70

Corporate2:25 AM ET

Momenta, Dongfeng Stellantis partner on driver-assistance for Peugeot, Jeepneutral 50 · impact 60

Corporate2:15 AM ET

Chubb Life Hong Kong launches multi-currency insurance planbullish 60 · impact 10

Corporate1:14 AM ET

Gold Fields: potential deal would create second-largest global gold producerneutral 50 · impact 60

Corporate1:09 AM ET

Gold Fields: northern Star Approach Fits Strategy After Rejectionbearish 35 · impact 40

Corporate1:06 AM ET

Gold Fields: it submitted nonbinding proposal to Northern Star on Sept. 13neutral 50 · impact 10

Corporate1:05 AM ET

Gold Fields confirms non-binding proposal to acquire Northern Star Resourcesneutral 50 · impact 60

Corporate1:05 AM ET

Gold Fields issues further comment on proposed Northern Star combinationneutral 50 · impact 40

Corporate12:30 AM ET

VSMC opens first 300mm fab in Singapore; volume production set for Q1 2027bullish 70 · impact 50

Corporate12:43 PM ET

Nvidia boosts buyback to $235B, China signals RTX Pro 5500 approval, launches AI safety platformbullish 80 · impact 80

Macro

47 stories

Macro7:44 PM ET

Asian currencies Steady but Face Pressure From Oil, Fed Outlookbearish 35 · impact 40

Macro7:32 PM ET

Credit card delinquencies for young Americans rise to 10.1%, highest since Q1 2025bearish 30 · impact 60

Macro4:54 PM ET

U.S. Stocks Slide as Treasury Selloff Deepens; Saudi Pipeline Resumesbearish 30 · impact 70

Macro4:52 PM ET

U.S. stocks fall as yields hit fresh highs; Nvidia, AMD announce major dealsbearish 25 · impact 80

Macro4:49 PM ET

Trump rejects Iran strait proposal, Dow falls 347 points; Nvidia buyback, SpaceX launch, Tesla slide in focusbearish 30 · impact 70

Macro4:35 PM ET

Dow ends lower, Nvidia gains on buyback; MongoDB dives on CEO exitbearish 30 · impact 60

Macro4:19 PM ET

U.S. stocks and bonds fell as U.S.-Iran standoff fueled oil volatility and inflation concerns, S&P 500 down 0.8%bearish 30 · impact 60

Macro4:08 PM ET

Bond yields rise, stocks fall on US-Iran standoffbearish 30 · impact 70

Macro3:33 PM ET

Two-Year Treasury Yield Hits 52-Week High at 4.922%bearish 30 · impact 70

Macro3:22 PM ET

Nvidia buyback, Iran rejection, SpaceX flight, Micron earnings previewbullish 70 · impact 70

Macro2:49 PM ET

Trump: inflation could be eradicated after Iran war endsneutral 50 · impact 60

Macro2:22 PM ET

Dow recovers from lows on Iran meeting report; MongoDB plunges on CEO exit to Meta; Nvidia gains on buybackbearish 30 · impact 65

Macro2:04 PM ET

Barrons: Stealth Bear Market Lurking Under Record Highsbearish 30 · impact 60

Macro2:00 PM ET

30-year Treasury price index down 60% since 2020, erasing nearly 20 years of gainsbearish 20 · impact 80

Macro1:25 PM ET

Fed's Cook: AI could temporarily raise unemployment, rate cuts risk fueling inflationbearish 35 · impact 70

Macro12:54 PM ET

Fed Staffer Removed Sensitive Files Before Retiring, Inspector General Findsneutral 50 · impact 20

Macro12:21 PM ET

September Payrolls Slowdown Should Not Interfere with Fed's Inflation Focusneutral 50 · impact 40

Macro12:20 PM ET

Gold slides, oil surges as Hormuz ceasefire rejection stokes rate-hike fearsbearish 30 · impact 70

Macro10:58 AM ET

US 10-year yield hits 5.27%, highest since 2007bearish 25 · impact 80

Macro10:53 AM ET

High Treasury yields seen as threat to high-value stocks, Nuveen saysbearish 35 · impact 40

Macro10:30 AM ET

US Dallas Fed manufacturing activity for September beats estimate but slows from priorbullish 65 · impact 30

Macro9:58 AM ET

OpenAI halts latest AI model training; Sandisk, Marvell, Bloom Energy fallbearish 30 · impact 70

Macro9:45 AM ET

Dow drops 310 points as Salesforce, Boeing lead declinesbearish 30 · impact 60

Macro9:36 AM ET

Capital Economics: Treasury Sell-Off Overdone, 10-Year Yield to Drop to 4.25%bullish 65 · impact 40

Macro9:35 AM ET

Gold falls 4%, silver 5% as US 10-year yield hits 19-year highbearish 25 · impact 60

Macro9:31 AM ET

Nasdaq down 0.50% at 26,933.94; Dow down 0.73% at 51,448.69; S&P 500 down 0.47% at 7,707.03 after market openbearish 40 · impact 10

Macro9:01 AM ET

Treasury selloff deepens, stock futures slide as oil rally stokes rate-hike betsbearish 25 · impact 80

Macro9:00 AM ET

Futures fall as Iran talks fail, oil surges; Nvidia $150B buyback, MongoDB CEO resignsbearish 30 · impact 70

Macro8:30 AM ET

Oil Surge Pushes Inflation Above 4% Risk, Fed Rate Hike Odds Jumpbearish 20 · impact 85

Macro8:12 AM ET

Dow falls as Trump rejects Iran strait offer; oil, yields jumpbearish 30 · impact 80

Macro8:00 AM ET

Adobe Forecasts Record $275.1 Billion US Holiday Online Sales, Up 6.7% YoYbullish 70 · impact 60

Macro7:48 AM ET

Equifax Q2 2026 Market Pulse Index rises to 61.3, first pause in K-shaped widening in three yearsneutral 50 · impact 30

Macro6:52 AM ET

S&P 500 breadth falls to dot-com era low, Goldman saysbearish 30 · impact 65

Macro6:26 AM ET

Dollar near-term outlook positive but longer-term less favorable, says SocGenneutral 50 · impact 60

Macro6:15 AM ET

US crude futures jump over 4% to $96.44 on stalled US-Iran peace talksbearish 30 · impact 60

Macro6:13 AM ET

US crude futures gain over 4% to hit session high of $96.44/bbl on stalled US-Iran peace effortsbearish 30 · impact 60

Macro6:01 AM ET

US 30-year Treasury yield rises to 5.542%, highest since 2004bearish 30 · impact 70

Macro5:08 AM ET

US 10-year yield rises to 5.23%, highest since 2007bearish 25 · impact 80

Macro4:55 AM ET

Mining Stocks Slide as Metals Prices Fall on Rate Expectationsbearish 30 · impact 70

Macro3:50 AM ET

solar and wind stocks sink as high interest rates raise financing costsbearish 20 · impact 70

Macro3:16 AM ET

Oil and gas rise after Trump rejects Iran truce; European equities mixedbearish 30 · impact 75

Macro2:51 AM ET

Silver prices slide on Fed's hawkish rate outlookbearish 30 · impact 40

Macro2:32 AM ET

Stocks hold firm as bond yields reach two-decade highsneutral 50 · impact 60

Macro2:09 AM ET

Asian bond yields and oil rise after Trump rejects Iran ceasefire offerbearish 30 · impact 60

Macro1:38 AM ET

High sovereign bond yields fuel equity unease as oil, hawkish Fed pressure Treasurysbearish 30 · impact 60

Macro1:22 AM ET

U.S. Treasury yields rise as Iran talks stall, oil climbsbearish 35 · impact 40

Macro1:08 AM ET

Bond selloff driven by strong PMIs and energy sensitivity, J.P. Morgan saysneutral 50 · impact 70

Earnings

31 stories

Earnings5:39 PM ET

Bloom Energy, newest S&P 500 member, is Monday's biggest loserbearish 30 · impact 60

Earnings4:48 PM ET

Vail Resorts Guides Fiscal 2027 EBITDA of $805M-$865M on Cost Savingsbullish 70 · impact 40

Earnings4:33 PM ET

Intel Stock Slides 5.7%, Underperforms Peersbearish 30 · impact 40

Earnings4:33 PM ET

Qualcomm Stock Slides 7.2%, Underperforms Peersbearish 15 · impact 30

Earnings4:30 PM ET

Natural Alternatives International reports Q4 net loss of $13.5M, plans facility consolidation and strategic reviewbearish 35 · impact 40

Earnings4:30 PM ET

Exascale Labs reports 111% revenue growth for fiscal 2026 after Nasdaq listingbullish 65 · impact 40

Earnings4:20 PM ET

Gen Digital CEO outlines acquisition criteria,: outlook tracking to higher endbullish 75 · impact 60

Earnings4:05 PM ET

Vail Resorts Pass Sales Drop 12%, Profit Halved; Activist Seeks Board Seatsbearish 30 · impact 60

Earnings4:01 PM ET

Comcast and Fastly deploy edge delivery model for Peacock live eventsbullish 70 · impact 50

Earnings3:52 PM ET

Instinct founder: compute needs doubling weekly, scaling faster than Claude Code or Codexbullish 65 · impact 30

Earnings3:35 PM ET

Dozens of stocks hit new 52-week lows in broad selloffbearish 30 · impact 60

Earnings2:45 PM ET

Chipotle Stock Jumps on Limited-Time Margarita Returnneutral 50 · impact 30

Earnings2:31 PM ET

Essent Group on track for record losing streak, down 10 straight daysbearish 30 · impact 30

Earnings2:30 PM ET

S&P 500 falls 0.58% as risk-off selling hits CVNA, QCOM, DASH; PANW rises on BTIG upgradebearish 35 · impact 30

Earnings2:16 PM ET

Microsoft's AI gains can push stock higher, technical analysis showsbullish 70 · impact 30

Earnings12:08 PM ET

Nvidia CEO Huang: AI model distillation is competitionneutral 50 · impact 10

Earnings12:08 PM ET

RELX Shares Drop 1.86% Monday, Underperform FTSE 100bearish 40 · impact 20

Earnings11:08 AM ET

Trade Desk Heads for Lowest Close Since January 2019bearish 15 · impact 70

Earnings10:09 AM ET

Kodiak Sciences Soars After Phase 3 DAYBREAK Study Meets Primary Endpointsbullish 85 · impact 80

Earnings10:06 AM ET

Accenture earnings due Thursday; AI looms as double-edged sword for 2027 outlookneutral 50 · impact 70

Earnings9:41 AM ET

European AI stocks turn positive after Nvidia's record buybackbullish 70 · impact 60

Earnings9:19 AM ET

BofA Starts IonQ at Buy With $60 Target, Cites Quantum Empire Buildingbullish 70 · impact 60

Earnings9:04 AM ET

Kodiak Sciences shares surge 142% after eye-drug trial successneutral 50 · impact 80

Earnings8:56 AM ET

Meta Stock Slips 2.5% Premarket After Muse Rally; Competition Risks Eyedbearish 30 · impact 80

Earnings7:30 AM ET

B2Gold's Goose mine on track for 2026 production goal after crusher upgradebullish 65 · impact 30

Earnings7:06 AM ET

B2Gold: Goose Mine on track for 2026 production guidance of 170,000-200,000 oz goldbullish 65 · impact 40

Earnings7:05 AM ET

B2Gold: Goose Mine mobile crushing exceeded 3,000 tpd avg from mid-Aug, in line with planbullish 70 · impact 40

Earnings7:04 AM ET

B2Gold updates Goose Mine operations, reports Back River drill resultsbullish 65 · impact 40

Earnings6:53 AM ET

Meta Stock Falls Again as AI Sector Pressure Mounts, Muse Boost Fadesbearish 35 · impact 60

Earnings5:48 AM ET

Intel, Meta, Oracle fall premarket; chip stocks lead declinesbearish 35 · impact 30

Earnings2:32 AM ET

Meta unveils Muse Charm, smartglasses integration, and retail partnerships at Connectbullish 80 · impact 70

Geopolitics

19 stories

Geopolitics9:40 PM ET

Oil prices climb as U.S.-Iran ceasefire negotiations remain deadlockedbearish 30 · impact 60

Geopolitics7:14 PM ET

Pentagon outlines NATO 3.0 plans for European defense, US considers troop cutneutral 50 · impact 70

Geopolitics6:43 PM ET

Iran's oil exports plunge under US naval blockade; Saudi, Iraqi exports reboundbearish 30 · impact 70

Geopolitics4:26 PM ET

Iran state TV: qeshm Island sounds were warning shots at violating vessels in Strait of Hormuzbearish 30 · impact 70

Geopolitics4:03 PM ET

Iran deputy: Strait of Hormuz now central in negotiations, nuclear issue sidelinedbearish 25 · impact 80

Geopolitics3:55 PM ET

Iranian proposal defers nuclear commitments until after first-phase implementationbearish 35 · impact 60

Geopolitics3:29 PM ET

Iranian official denies reports of nuclear flexibility,: position unchangedbearish 30 · impact 60

Geopolitics2:18 PM ET

Iranian cruise missile hits US ship in Strait of Hormuz, eight marines injuredbearish 30 · impact 70

Geopolitics1:40 PM ET

Trump open to easing Iran sanctions, releasing frozen funds for nuclear progress, US official saysbullish 70 · impact 70

Geopolitics1:13 PM ET

Iran agrees to halt uranium enrichment in exchange for US sanctions reliefbullish 70 · impact 70

Geopolitics12:42 PM ET

Trump open to Iran sanctions relief and frozen funds for nuclear progress, US official saysbullish 70 · impact 70

Geopolitics12:39 PM ET

Iranian officials pessimistic on US deal before midtermsbearish 30 · impact 70

Geopolitics12:34 PM ET

Saudi-US talks focus on Iran, Yemen; Trump demands unconditional Hormuz reopeningbearish 30 · impact 60

Geopolitics12:28 PM ET

Trump open to Iran sanctions relief and frozen asset release for nuclear progress, US official saysbullish 70 · impact 60

Geopolitics12:27 PM ET

Trump open to Iran sanctions relief for concrete nuclear progress, White House official saysbullish 70 · impact 70

Geopolitics10:28 AM ET

Houthis say Bab-el-Mandeb passage open except Saudi ships, 198 vessels in 5 daysbearish 35 · impact 60

Geopolitics6:40 AM ET

Iran's supreme leader: enemy forces do not dare enter Gulf, Arabian Sea could be clearedbearish 35 · impact 60

Geopolitics2:40 AM ET

Dollar rises, oil gains as U.S.-Iran talks stallbearish 30 · impact 60

Geopolitics12:00 AM ET

U.S.-Iran talks stall after Trump rejects ceasefire proposalbearish 30 · impact 70

Analyst action

13 stories

Analyst action1:03 PM ET

Morgan Stanley: AI longevity gains create retirement market opportunitiesbullish 65 · impact 30

Analyst action12:46 PM ET

William Blair analyst reiterates top pick on SharkNinja, sees further upsidebullish 70 · impact 40

Analyst action11:35 AM ET

BofA Securities initiates IonQ coverage with Buy, $60 targetbullish 65 · impact 40

Analyst action10:28 AM ET

Bank of America initiates IonQ with buy rating, 60 price targetbullish 70 · impact 50

Analyst action10:04 AM ET

DA Davidson reiterates Dutch Bros Buy, lowers target to $60 from $85bearish 35 · impact 30

Analyst action10:02 AM ET

Morgan Stanley reiterates McDonald's at Equal-Weight, lowers target to $297bearish 40 · impact 20

Analyst action9:36 AM ET

JP Morgan reiterates Coca-Cola Overweight, target $95bullish 60 · impact 20

Analyst action8:51 AM ET

BofA Securities upgrades Teleflex to Buy, sets $158 targetbullish 70 · impact 40

Analyst action8:31 AM ET

HSBC Securities resumes U.S. Bancorp coverage with Buy, $76 targetbullish 70 · impact 40

Analyst action8:23 AM ET

Needham resumed Nutanix coverage with Buy and $90 targetbullish 70 · impact 40

Analyst action8:05 AM ET

Seaport Global initiates Jack Henry & Associates at Buybullish 60 · impact 20

Analyst action7:12 AM ET

Cantor Fitzgerald reiterates Overweight on Tesla, forecasts Q3 deliveries below consensusbullish 65 · impact 40

Analyst action4:58 AM ET

Ferrari personalization spend beats targets; EV, Amalfi orders lagbullish 65 · impact 40

Policy

9 stories

Policy5:30 PM ET

Trump administration expands gainful employment rules to nearly all college degreesbearish 30 · impact 60

Policy4:11 PM ET

Trump announces $15B Iowa steel plant backed by Essar Group, 2030 production targetneutral 50 · impact 60

Policy2:24 PM ET

Treasury warns against tax-avoiding ETF strategies, targets 351 conversionsbearish 35 · impact 40

Policy11:39 AM ET

Trump, House Speaker Johnson and AI CEOs to meet Tuesday at White Houseneutral 50 · impact 60

Policy11:37 AM ET

Nvidia and OpenAI invited to Trump-Johnson meetingneutral 50 · impact 30

Policy10:28 AM ET

Trump administration forecasts GM technology costs to decline $20.4 billion through 2031 on lower fuel economy standardsbullish 70 · impact 40

Policy10:00 AM ET

AI researchers from OpenAI, Anthropic, Meta, Microsoft urge oversight of self-improving systemsbearish 30 · impact 70

Policy9:10 AM ET

Possible next House Intel chair plans probe of defense industry dealings with Trump administrationneutral 50 · impact 40

Policy3:48 AM ET

Trump: US 'very seriously' considering diesel export banbearish 30 · impact 70

Sector

9 stories

Sector5:21 PM ET

AMD-World Labs deal highlights Silicon Valley's robotics pushbullish 70 · impact 60

Sector4:15 PM ET

Steel stocks fall after Trump unveils $18 billion steel plant planbearish 30 · impact 45

Sector1:36 PM ET

Casual-Dining Stocks Outperform Fast Food as Industry Faces Headwindsbullish 70 · impact 50

Sector1:00 PM ET

Morgan Stanley: AI Longevity Gains to Boost Life Insurersbullish 70 · impact 40

Sector9:04 AM ET

Class action lawsuit filed against Papa John's over strategic transformation disclosuresbearish 35 · impact 40

Sector8:40 AM ET

OpenAI pauses training of newest models after agents accessed US government websitesbearish 30 · impact 65

Sector7:47 AM ET

AI Stocks Shift From Hardware To Software In Q3; Nvidia, Meta Gainneutral 50 · impact 40

Sector7:46 AM ET

Citi Sees $11 Billion Optical Switching Market by 2030; Google Anchor, Nvidia Likely Customerbullish 70 · impact 60

Sector2:10 AM ET

Capricor Therapeutics sued for securities law violations over Deramiocel BLAbearish 30 · impact 40

Energy

7 stories

Energy6:06 PM ET

Ameren Missouri Targets 1,200 MW of Nuclear Capacity by 2040neutral 50 · impact 30

Energy3:28 PM ET

crude oil pares early gains after Saudi pipeline reopensneutral 50 · impact 70

Energy1:49 PM ET

US natural gas futures plunge more than 5% as contract expiry nears, pipeline return boosts output expectationsbearish 30 · impact 60

Energy12:39 PM ET

Saudi Arabia resumes oil exports through East-West pipeline after repairsneutral 50 · impact 60

Energy10:12 AM ET

Russia planning to extend diesel export ban through October, state media saysbearish 30 · impact 65

Energy9:53 AM ET

EIA projects US oil production to hit record 14.26 million bpd in 2027bullish 70 · impact 60

Energy2:55 AM ET

Goldman: each week of diesel export ban cuts US retail diesel 25 cents, warns longer ban could raise gasolineneutral 50 · impact 45

Legal

4 stories

Legal7:16 PM ET

Anavex Life Sciences faces securities class action investigation after CEO termination for causebearish 30 · impact 60

Legal2:00 PM ET

Securities fraud lawsuit filed against DICK's Sporting Goodsbearish 35 · impact 30

Legal2:11 AM ET

Capricor Therapeutics securities fraud lawsuit alleges misleading statements on Deramiocel BLAbearish 35 · impact 40

Legal2:08 AM ET

Bloom Energy securities fraud class action lead plaintiff deadline is todaybearish 35 · impact 40

Other days on the wireEastern Time

← Sunday, September 27 September 2026 News archive Tuesday, September 29 →

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