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US stock market news — Tuesday, September 29, 2026

111 stories · by lane · newest first · Eastern Time

The stories BORSA published on Tuesday, September 29, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 51 Macro 24 Geopolitics 11 Product 8 Earnings 7 Policy 5 Analyst action 3 Energy 1 Sector 1

Corporate

51 stories

Corporate8:30 PM ET

Apollo Funds Complete Acquisition of Nippon Sheet Glass, Begin New Growth Phasebullish 65 · impact 40

Corporate6:42 PM ET

Apple launches Apple Pay in Indiabullish 65 · impact 40

Corporate6:35 PM ET

Robinhood: 24/7 stock trading including weekends coming soonbullish 70 · impact 60

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

Corporate6:08 PM ET

Eli Lilly retatrutide Phase 3 shows 20.8% weight loss; FDA submission planned for Q1 2027bullish 85 · impact 80

Corporate5:45 PM ET

Boeing wins US Navy contract for sixth-generation F/A-XX fighterneutral 50 · impact 75

Corporate5:28 PM ET

Goldman Sachs Private Credit Corp reports Q3 inflows of $400 mln, repurchase requests below 5% thresholdbullish 70 · impact 30

Corporate5:19 PM ET

Meta's Muse AI accused of stealing Apple Messages databearish 25 · impact 60

Corporate5:15 PM ET

Canada PM Carney: Canada disappointed by Cleveland-Cliffs' Hamilton plant idling, could use all powers to enforce obligationsneutral 50 · impact 40

Corporate5:15 PM ET

HII Wins U.S. Navy Contract for 10 ROMULUS Unmanned Surface Vesselsbullish 75 · impact 60

Corporate5:10 PM ET

Northern Trust CFO David Fox to retire by end of Q1 2027bearish 35 · impact 30

Corporate5:02 PM ET

Elon Musk: SpaceX and Tesla target 200 GW annual solar outputneutral 50 · impact 30

Corporate4:42 PM ET

Tesla may increase revolving credit agreements by up to $4B to $14B, terminates existing facilitybullish 65 · impact 40

Corporate4:40 PM ET

Tesla secures $30 billion in new credit facilitiesbullish 65 · impact 50

Corporate4:30 PM ET

Verizon elects Charles Phillips to its board of directorsneutral 50 · impact 10

Corporate4:20 PM ET

American Airlines and Alaska Airlines plan to expand joint businesses across Atlantic and Pacific; to seek regulatory approvalneutral 50 · impact 40

Corporate4:16 PM ET

Fair Isaac shares fall 27%, worst day since 1989, on FHFA mortgage gridbearish 10 · impact 80

Corporate4:15 PM ET

Verizon elects Charles Phillips to board of directorsneutral 50 · impact 10

Corporate4:05 PM ET

Applied Materials and KIOXIA partner at EPIC Center to advance next-generation memory technologybullish 70 · impact 60

Corporate4:04 PM ET

Workday cuts 2.5% of workforce, reiterates fiscal 2027 guidanceneutral 50 · impact 40

Corporate4:01 PM ET

Workday ($WDAY) cuts 2.5% of workforce, lowers GAAP margin guidance on $65-80M chargesneutral 50 · impact 60

Corporate3:45 PM ET

HII's Newport News Shipbuilding achieves preliminary acceptance of John F. Kennedy (CVN 79)bullish 65 · impact 40

Corporate3:44 PM ET

OpenAI CFO: business segment revenue doubled since Julyneutral 50 · impact 60

Corporate2:37 PM ET

Eversource and Dartmouth selected for DOE SPARK award to expand grid capacity with dynamic line ratingbullish 65 · impact 40

Corporate2:14 PM ET

Avio USA breaks ground on Virginia solid rocket motor facilitybullish 65 · impact 40

Corporate1:48 PM ET

Sam Altman announces release of GPT 6.1 Sol, OpenAI's most powerful model yetbullish 70 · impact 70

Corporate1:40 PM ET

OpenAI seeks $30 billion at $1.4 trillion valuation, Bloomberg reportsneutral 50 · impact 60

Corporate1:30 PM ET

NetApp ($NTAP) and Supermicro Collaborate on AI infrastructure Solutionsbullish 65 · impact 40

Corporate1:02 PM ET

OpenAI ignored security warnings, models escaped testing, NYT saysbearish 30 · impact 60

Corporate12:45 PM ET

McDonald’s uses AI to gauge customer willingness to pay for Big Macs and other itemsneutral 50 · impact 40

Corporate12:44 PM ET

Anthropic could pay SpaceX up to $84.5 billion for NVIDIA compute through 2029bullish 85 · impact 70

Corporate12:20 PM ET

SEC allows Tesla to proceed with retail shareholder voting programneutral 50 · impact 40

Corporate11:37 AM ET

Morgan Stanley launches Digital Asset Lab to test stablecoins, tokenization, DeFineutral 50 · impact 30

Corporate11:30 AM ET

Apple's new CEO Ternus considers year-round launches, cuts management layersneutral 50 · impact 60

Corporate11:20 AM ET

Apple CEO Ternus plans overhaul to speed product development, cut middle managementneutral 50 · impact 70

Corporate11:00 AM ET

PBS Biotech embeds Rockwell Automation tech in cell therapy bioreactor platformbullish 65 · impact 30

Corporate10:23 AM ET

NetApp and Oracle partner to bring Ontap natively to OCIbullish 65 · impact 30

Corporate9:39 AM ET

Nike cuts off most third-party online retailers in China to end discounting, restore premium imagebullish 70 · impact 50

Corporate9:07 AM ET

TransDigm Group completes $1.066 billion acquisition of Prince & Izantbullish 70 · impact 60

Corporate9:00 AM ET

Leidos launches agentic AI platform to speed response to cyber threatsbullish 65 · impact 30

Corporate8:45 AM ET

AT&T and Corning sign $3B+ fiber supply dealbullish 70 · impact 60

Corporate8:16 AM ET

Anthropic targets $2 trillion IPO valuation, filing warns of AI existential risksneutral 50 · impact 70

Corporate8:15 AM ET

Cboe and S&P Dow Jones Indices Extend Exclusive SPX options Licensing Agreement Through 2051bullish 85 · impact 80

Corporate8:03 AM ET

PNC redeems all $525M Series S preferred Depositary Shares at parneutral 50 · impact 30

Corporate7:29 AM ET

Morgan Stanley launches Digital Asset Lab to test stablecoins, tokenizationneutral 50 · impact 40

Corporate7:12 AM ET

Zepbound shows 20.2% weight reduction vs Wegovy's 13.7% at 72 weeksneutral 50 · impact 70

Corporate7:05 AM ET

Sherwin-Williams refinances with $750M term loan, €100M facilityneutral 50 · impact 20

Corporate6:06 AM ET

Novo Nordisk's semaglutide 2 mg dose associated with 6% lower risk of serious cardiovascular eventsbullish 65 · impact 40

Corporate6:01 AM ET

Target lowers prices on nearly 2,000 home and apparel itemsbullish 65 · impact 40

Corporate4:50 AM ET

Nvidia in early talks with insurers on GPU financing for smaller AI cloud providersbullish 65 · impact 30

Corporate4:00 AM ET

Willis launches RiskIQ Nexus, a risk intelligence platform for consolidated databullish 65 · impact 30

Corporate12:47 AM ET

Novo Nordisk pays $300 million upfront for global rights to Hengrui's HRS-1596, deal up to $2.6 billionneutral 50 · impact 30

Macro

24 stories

Macro9:31 PM ET

Musk, Huang: Each 5 GW of AI power could add 1% to US GDPneutral 50 · impact 40

Macro7:42 PM ET

Euro falls to $1.1312, weakest since May 2025, as dollar strengthens on Fed rate hike betsbearish 30 · impact 60

Macro7:38 PM ET

Copper holds above $14,400 after Centinela mine workers reject wage offer; Escondida vote underwayneutral 50 · impact 70

Macro7:14 PM ET

S&P 500 breadth hits lowest since April 2: only 25% of stocks above 50-day moving averagebearish 30 · impact 60

Macro4:47 PM ET

US job openings fall to five-month low, consumer confidence hits lowest since 2014bearish 30 · impact 70

Macro4:47 PM ET

Oil falls 3.9% to $89.01; Williams: no urgency on rate hike, traders trim October betsbearish 30 · impact 60

Macro4:24 PM ET

Bank of America warns “funflation” is surging in America, with hobby spending growing more than twice as fast as the number of purchases.neutral 50 · impact 40

Macro3:04 PM ET

October Fed hike odds drop to 50% after Williams: no rush to actbullish 70 · impact 70

Macro2:49 PM ET

Traders trim October rate-hike bets after Williams: no urgencybullish 65 · impact 60

Macro1:31 PM ET

Fed's Musalem: US economic growth strong, labor market in a good placebullish 65 · impact 40

Macro12:40 PM ET

Fed's Barr: momentum building in the economyneutral 50 · impact 70

Macro12:03 PM ET

Bond market prices in four more rate hikes by June 2027 as yields surgebearish 20 · impact 70

Macro11:49 AM ET

US strategic oil reserves fall to lowest since 1982 as weekly decline continuesneutral 50 · impact 60

Macro11:46 AM ET

Barclays: 30-year Treasury yield could reach 6% on AI productivity boombearish 35 · impact 30

Macro11:36 AM ET

Long-term unemployment surging at rate unprecedented outside recessions, average job search over 6 monthsbearish 35 · impact 40

Macro11:00 AM ET

US 30-year yield reaches 5.612%, highest since June 2002bearish 20 · impact 85

Macro10:00 AM ET

US September consumer confidence misses estimates, falls to 81.9bearish 25 · impact 70

Macro9:32 AM ET

Stocks need bond yields to fall, Goldman saysbearish 30 · impact 60

Macro8:38 AM ET

Wells Fargo Investment Institute lifts 2027-end Fed rate and 10Y yield forecastsbearish 35 · impact 40

Macro8:31 AM ET

Foreign investors set record with $426 billion net US equity purchases in Q2 2026bullish 80 · impact 70

Macro8:30 AM ET

U.S. small business employment Rate Steady in Septemberbullish 65 · impact 30

Macro7:46 AM ET

Fed speakers in focus as bond yields surge; Deutsche Bank expects two more hikesbearish 30 · impact 60

Macro5:12 AM ET

Italian PPI YoY rises to 10.9% in August from 7.8%neutral 50 · impact 40

Macro5:01 AM ET

Italy PPI rises 13.5% year-over-year in August, accelerating from 9.3%neutral 50 · impact 20

Geopolitics

11 stories

Geopolitics7:35 PM ET

Qatar-mediated US-Iran talks stall as sides refuse compromisebearish 30 · impact 60

Geopolitics5:14 PM ET

White House declaration on chip curbs carries significant impact, Huang saysneutral 50 · impact 40

Geopolitics2:34 PM ET

Mediators to present updated interim US-Iran deal to Iran on Tuesdaybullish 70 · impact 60

Geopolitics12:43 PM ET

Drone fires on violating ship in southern Strait of Hormuzbearish 30 · impact 60

Geopolitics11:58 AM ET

Iran's leverage via Strait of Hormuz oil chokepoint is eroding, WSJ reportsbullish 70 · impact 60

Geopolitics10:37 AM ET

Iran warns of preemptive strikes if enemy attack imminentbearish 30 · impact 60

Geopolitics6:37 AM ET

Pentagon personnel database breach exposed data of nearly 3 million military personnelbearish 30 · impact 70

Geopolitics6:18 AM ET

Iranian army offers 10 billion toman reward for capture of US soldiersbearish 30 · impact 60

Geopolitics5:16 AM ET

Kremlin: temporary administrations partly due to increased military action by unfriendly countries against Russiabearish 35 · impact 60

Geopolitics3:39 AM ET

Iran warns no regional oil sales if its own exports blockedbearish 30 · impact 60

Geopolitics1:22 AM ET

Iran expects US response today on Strait of Hormuz reopening proposalneutral 50 · impact 60

Product

8 stories

Product7:49 PM ET

Robinhood launches AI agents with dedicated trading accounts, 150,000+ usersneutral 50 · impact 70

Product1:29 PM ET

OpenAI DevDay 2026: Dots agents, GPT-6.1 Sol, Codex updates, and enterprise toolsneutral 50 · impact 60

Product1:22 PM ET

OpenAI unveils GPT-6.1 Sol, $500 Ultrafast Plan, and suite of new productsbullish 70 · impact 70

Product11:00 AM ET

Keysight Technologies ($KEYS) introduces dual-channel analog signal generator for device testingbullish 65 · impact 30

Product9:16 AM ET

Meta launches Muse for Small Business personal AI agentbullish 65 · impact 30

Product9:13 AM ET

GoDaddy launches Node.js Hosting with API for AI coding toolsbullish 70 · impact 35

Product8:00 AM ET

Microchip expands 10BASE-T1S portfolio with new transceivers and integrated endpointsbullish 65 · impact 30

Product4:00 AM ET

Nasdaq Calypso launches agentic AI capabilities to scale AI adoption across trade lifecyclebullish 65 · impact 30

Earnings

7 stories

Earnings10:14 PM ET

GPT 6.1 SOL ULTRAFAST: to run on Nvidia hardwarebullish 65 · impact 30

Earnings10:11 PM ET

SemiAnalysis: OpenAI Ultrafast mode runs on Nvidia Blackwell, not Cerebrasbullish 65 · impact 40

Earnings6:36 PM ET

Robinhood extends options trading hours to 7:30AM-4:15PM ET starting next monthbullish 70 · impact 40

Earnings11:34 AM ET

OpenAI annualized revenue run rate grows more than 70% in Q3, nearly $70 billionbullish 70 · impact 60

Earnings9:15 AM ET

Carnival Corp ($CCL) Q3 net income $1.9B, revenue and net yields at all-time highsbullish 80 · impact 75

Earnings7:45 AM ET

Fair Isaac shares fall 18% after FHFA announces unified mortgage pricing grid with VantageScorebearish 15 · impact 70

Earnings5:57 AM ET

CarMax beats Q2 estimates on revenue and EPS; plans to resume buybacksbullish 80 · impact 60

Policy

5 stories

Policy5:26 PM ET

Illinois advances first US crypto tax, effective Jan 1, 2027, applies to losing tradesbearish 30 · impact 60

Policy2:36 PM ET

Treasury to automatically enroll tens of millions of children in Trump Accounts as soon as this weekneutral 50 · impact 20

Policy12:59 PM ET

Argentina's President Javier Milei: “We are not going to regulate AI,” unveiling plans to attract AI companies with tax incentives & limited liability protections.neutral 50 · impact 60

Policy9:46 AM ET

Trump to host AI lunch with top tech CEOs Tuesdayneutral 50 · impact 70

Policy4:47 AM ET

NVIDIA and AMD lobby White House to soften proposed China chip curbsneutral 50 · impact 40

Analyst action

3 stories

Analyst action7:23 AM ET

Deutsche Bank upgrades Netflix to Buy, cuts target to $95bullish 70 · impact 50

Analyst action5:53 AM ET

TD Cowen initiates SpaceX at Buy, sees AI boom as key driverbullish 80 · impact 60

Analyst action5:50 AM ET

BofA reiterates Buy on Meta with $810 target, cites Enterprise Platform opportunitybullish 70 · impact 30

Energy

1 story

Energy1:12 PM ET

US asks Europe to release diesel from reserves to avoid export banbullish 70 · impact 60

Sector

1 story

Sector3:51 AM ET

US drugmakers turn to China for experimental medicines in multibillion-dollar dealsneutral 50 · impact 20

Other days on the wireEastern Time

← Monday, September 28 September 2026 News archive Wednesday, September 30 →

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

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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