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US stock market news — Wednesday, September 30, 2026

133 stories · by lane · newest first · Eastern Time

The stories BORSA published on Wednesday, September 30, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 54 Macro 32 Earnings 15 Geopolitics 10 Policy 9 Energy 7 Product 5 Analyst action 1

Corporate

54 stories

Corporate11:01 PM ET

Tencent-Oracle AI chip deal worth $7bn, 30% paid upfrontbullish 70 · impact 70

Corporate9:02 PM ET

Paramount Skydance prices $41.4B notes and $8.5B term loan for WBD acquisitionbullish 75 · impact 75

Corporate7:52 PM ET

Berkshire Hathaway buys $53.9 million in Lennar sharesbullish 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

Corporate7:00 PM ET

Rocket Lab secures largest-ever Electron commercial deal: 20-launch contract for Synspective

bullish 80 · impact 70

Corporate5:47 PM ET

Liquidia shares plunge 57% after Delaware court upholds two patent claims on YUTREPIAbearish 15 · impact 80

Corporate5:18 PM ET

Rio Tinto secures Bell Bay aluminium operations through 2031 with government, Hydro Tasmania dealbullish 65 · impact 40

Corporate5:13 PM ET

Ferrovial reaches commercial close on I-24 Southeast Choice Lanes in Tennesseeneutral 50 · impact 35

Corporate5:13 PM ET

Cox Enterprises suspends share repurchases from Charter Communications $CHTRbearish 35 · impact 30

Corporate4:54 PM ET

Micron plans fiscal 2027 capex above $50 billion, up sharply from $27 billionbullish 70 · impact 70

Corporate4:33 PM ET

MSG Sports board approves spin-off of Rangers from Knicks, effective Oct 26neutral 50 · impact 40

Corporate4:31 PM ET

Take-Two Interactive signs new long-term Xbox publisher license agreement with Microsoftbullish 65 · impact 30

Corporate4:20 PM ET

Sherwin-Williams opens expanded Statesville facility, now largest plant in North Americabullish 70 · impact 60

Corporate4:09 PM ET

Google unveils Gemini 4 Argon, its new frontier AI modelbullish 70 · impact 70

Corporate4:08 PM ET

Paramount Skydance projects 2026 revenue and EBITDA (PRESBC) growth of 16-19%, expects over $6 bln in run-rate synergiesbullish 65 · impact 40

Corporate4:05 PM ET

Diamondback Energy ($FANG) amends stockholder agreement, two directors resignneutral 50 · impact 20

Corporate4:02 PM ET

Amazon agrees to buy 690 MW of nuclear power from Constellation Energybullish 70 · impact 50

Corporate4:02 PM ET

Google unveils Gemini 4 Argon, trained for cybersecurity defense, engages US government on pre-release accessbullish 70 · impact 60

Corporate2:30 PM ET

Synopsys and OpenAI announce GPT-Synopsys chip design modelbullish 75 · impact 60

Corporate2:21 PM ET

GameStop CEO Ryan Cohen buys $10.6 million in stockneutral 50 · impact 40

Corporate1:57 PM ET

Intel adds Nvidia OpenShell policy layer to AI agent toolkitneutral 50 · impact 20

Corporate12:36 PM ET

WTW partners with Sapien Software for mid-market M&A HR solutionsbullish 65 · impact 30

Corporate12:14 PM ET

Musk: SpaceX and Tesla targeting 200 GW solar production per yearneutral 50 · impact 30

Corporate10:18 AM ET

Airbnb adds meal delivery, laundry, baby gear rentals and more to appbullish 70 · impact 60

Corporate10:15 AM ET

Eli Lilly: Eloratzp meets endpoints, shows better A1c and weight loss than tirzepatide 15 mgbullish 70 · impact 70

Corporate9:47 AM ET

Blackfuel selects Digital Realty's Barcelona data center for AI inference platform on ServiceFabricbullish 70 · impact 60

Corporate9:17 AM ET

Airbnb announces baby gear rentals in more than 60 U.S. citiesneutral 50 · impact 15

Corporate9:04 AM ET

DoorDash unveils autonomous drone delivery system and AI ordering featuresbullish 75 · impact 60

Corporate9:00 AM ET

Kroger launches Rewards World Elite Mastercard with up to 5X pointsbullish 65 · impact 30

Corporate9:00 AM ET

CoreWeave launches Partner Network with validated integrationsbullish 65 · impact 60

Corporate8:56 AM ET

Citi downgrades Moderna to Sell,: 222% rally overprices cancer prospectsbearish 20 · impact 70

Corporate8:30 AM ET

Corteva extends exchange offer deadline for EIDP notes; high tender rates reportedneutral 50 · impact 60

Corporate8:30 AM ET

Skyworks receives all regulatory clearances for Qorvo combination, expects close on October 5bullish 80 · impact 80

Corporate8:30 AM ET

Cboe and Robinhood plan KPI binary options launch in Octoberbullish 65 · impact 40

Corporate8:15 AM ET

Aterio flags delay risk for Oracle’s 1.3 GW Wisconsin data centerbearish 30 · impact 50

Corporate8:04 AM ET

Norwegian Cruise Line expects Q3 above guidance, reaffirms 2026 outlookbullish 80 · impact 60

Corporate7:49 AM ET

HPE lifts fiscal 2027 networking revenue outlook, boosts Juniper cost-synergy target to $800 millionbullish 70 · impact 60

Corporate7:46 AM ET

HPE secures $1.2 billion Vultr order for AMD Helios AI racks, lifts networking outlookbullish 80 · impact 75

Corporate7:45 AM ET

Hewlett Packard Enterprise Co ($HPE) hosts Networking Investor Day, outlines AI-era strategyneutral 50 · impact 30

Corporate7:43 AM ET

Norwegian Cruise Line sees Q3 2026 above guidance, reaffirms full-year outlookbullish 70 · impact 60

Corporate7:33 AM ET

General Mills names Dana McNabb CEO, Harmening to Executive Chairneutral 50 · impact 30

Corporate7:17 AM ET

AI hospital documentation added nearly $1 billion in costs, BCBSA saysneutral 50 · impact 60

Corporate7:15 AM ET

Moderna appoints Juan Andres as chief operating officerbullish 65 · impact 30

Corporate7:12 AM ET

Cigna Group reaffirms 2026 outlook, introduces 'Lead to One' visionbullish 70 · impact 60

Corporate7:05 AM ET

McDonald's uses AI to set menu prices in the U.S.neutral 50 · impact 30

Corporate7:03 AM ET

Servier adopts Veeva OpenData globally to scale AIbullish 70 · impact 60

Corporate7:01 AM ET

AEP President Nuclear Development Alicia Knapp departs companybearish 40 · impact 20

Corporate7:00 AM ET

Hartford Insurance Group CEO Christopher Swift to step down, President Mo Tooker named successorneutral 50 · impact 20

Corporate6:37 AM ET

Meta's research tax credits hit $7B in 2026, aided by AI data center classificationbullish 70 · impact 60

Corporate6:30 AM ET

Hormel Foods to acquire Brakebush for $1.055 billionbullish 70 · impact 70

Corporate6:26 AM ET

TSMC evaluating Texas chip production expansionbullish 65 · impact 40

Corporate6:10 AM ET

Porsche plans combustion-engine Macan for 2028 after EV sales drop 40%bearish 30 · impact 60

Corporate5:45 AM ET

Boeing wins Navy F/A-XX fighter; Raytheon, L3Harris, HII secure major defense contractsbullish 70 · impact 70

Corporate5:04 AM ET

Meta avoids billions in federal taxes by classifying data centres as experimental, NYT reportsbearish 30 · impact 60

Corporate4:00 AM ET

Everpure research finds 88% of executives fear data sovereignty failures could cost jobsbullish 65 · impact 30

Macro

32 stories

Macro8:23 PM ET

Treasury seasonality points to further weakness in Octoberbearish 35 · impact 40

Macro8:10 PM ET

Saudi Arabia lifts 2026 budget deficit forecast to 4.9% of GDP, cuts GDP outlook to 3.6% contractionbearish 30 · impact 70

Macro7:42 PM ET

Colombia fiscal rule committee sees deficit at 7.8% of GDP in 2026, 9.5% in 2027; GDP growth at 2.5% and 1.8%neutral 50 · impact 40

Macro4:47 PM ET

US 30-year mortgage rate rises to 7.60%, highest since November 2023bearish 25 · impact 75

Macro4:17 PM ET

September nonfarm payrolls expected to show 90,000 jobs addedneutral 50 · impact 20

Macro4:17 PM ET

Late-day turbulence erases gains after inflation data; S&P 500 flat, 30-year yield at 2002 highs, Fed odds below 40%neutral 50 · impact 60

Macro3:49 PM ET

Fed rate-hold odds rise to 62% after cool PCE, dovish commentsbullish 70 · impact 70

Macro3:02 PM ET

Broad commodity index posts 37.3% annual gain, approaching 2022 crisis pacebearish 30 · impact 60

Macro2:22 PM ET

Federated Hermes CIO warns against rushing into bonds, cites rate volatilityneutral 50 · impact 40

Macro1:15 PM ET

Goldman Sachs pushes next Fed hike to December, sees chance of no further hikesbullish 70 · impact 60

Macro12:40 PM ET

PCE inflation misses expectations, July revised down 30 bps; 30Y yield hits 5.64% (2002 high)neutral 50 · impact 70

Macro12:32 PM ET

US 10-year Treasury yield rises to 5.30%, highest since 2002bearish 20 · impact 80

Macro11:38 AM ET

US Q2 GDP revised to 2.2% annualized pacebullish 65 · impact 40

Macro11:01 AM ET

US Treasury to buy up to $6B of 10-20 year debt in October 1 liquidity buybackneutral 50 · impact 40

Macro11:00 AM ET

US job openings dropped 256,000 in August to 7.08 million, lowest since Marchbearish 30 · impact 70

Macro10:31 AM ET

Fed rate-hike probability drops to 34% from 69% in one daybullish 70 · impact 70

Macro10:30 AM ET

EIA: US crude inventories build 922K barrels vs expected draw; gasoline, distillate draw sharplyneutral 50 · impact 50

Macro9:45 AM ET

US Chicago PMI jumps to 58.8 in September, beating 51.0 estimatebullish 80 · impact 70

Macro9:23 AM ET

Middle East crude exports recover to near prewar levelsneutral 50 · impact 75

Macro9:07 AM ET

Core PCE revisions show sharper disinflation, July revised to 2.98%bullish 70 · impact 70

Macro8:51 AM ET

US PCE methodology change may account for part of July downward revision, analyst saysbearish 40 · impact 20

Macro8:44 AM ET

August core PCE rises 3.0% YoY, below all analyst forecastsbullish 80 · impact 80

Macro8:30 AM ET

US August core PCE cools to 3.0%, Q2 GDP revised up to 2.2%bullish 70 · impact 80

Macro8:15 AM ET

US ADP employment beats, GDP revised up, consumer spending in linebullish 75 · impact 75

Macro8:00 AM ET

U.S. Treasuries end a brutal quarter with multidecade yield highsbearish 30 · impact 70

Macro7:13 AM ET

Goldman Sachs: U.S. pension funds set to sell $33 billion in stocksbearish 35 · impact 40

Macro7:12 AM ET

Persian Gulf oil exports double in September, Goldman saysneutral 50 · impact 60

Macro4:00 AM ET

North Rhine CPI YoY rises to 3.3% from 2.9%bearish 35 · impact 30

Macro3:23 AM ET

Iraq's September oil exports averaged 2.65 million bpd, 250,000 bpd via Ceyhanneutral 50 · impact 60

Macro2:48 AM ET

France August PPI MoM comes in at 1.0%, below prior 1.1%neutral 50 · impact 10

Macro2:45 AM ET

French August PPI rises to 4.8% year-on-year from 3.4%bearish 35 · impact 30

Macro1:38 AM ET

Gold slips as Fed hike bets and Middle East tensions underpin U.S. dollarneutral 50 · impact 40

Earnings

15 stories

Earnings9:11 PM ET

Micron: autonomous vehicles, humanoids need over 200GB memory eachbullish 80 · impact 60

Earnings7:42 PM ET

Tesla France registrations surge 61.9% in September, overall market up 11.6%bullish 70 · impact 60

Earnings5:04 PM ET

Micron sees no line-of-sight to DRAM supply-demand balance despite new clean room plansbullish 80 · impact 70

Earnings4:47 PM ET

Micron take-or-pay agreements cover 35% of revenue through 2030, commitments reach $32Bbullish 80 · impact 70

Earnings4:42 PM ET

Micron CEO sees even stronger fiscal 2027, tighter supply-demand through 2028bullish 80 · impact 80

Earnings4:19 PM ET

Micron sees memory and storage supply-demand much tighter in fiscal 2027 and 2028bullish 80 · impact 70

Earnings4:17 PM ET

Vicor lifts Q3 revenue growth outlook to more than 30% sequentiallybullish 80 · impact 50

Earnings4:12 PM ET

Synopsys details growth strategy, issues FY2027 revenue guidance above estimates, plans $1 bln buybackneutral 50 · impact 60

Earnings4:09 PM ET

Progress Software Q3 revenue misses estimates, EPS beats; lifts FY26 guidancebullish 65 · impact 40

Earnings4:07 PM ET

Micron sees Q1 adjusted revenue $60B-$63B, EPS $37.15-$39.15, above estimatesbullish 85 · impact 80

Earnings8:25 AM ET

Aterio: oracle's 1.3 GW Wisconsin data center faces delay risk on grid approvalbearish 30 · impact 50

Earnings7:32 AM ET

Jabil Q4 revenue $10.6B, core EPS $4.40; guides FY27 revenue $44.5Bbullish 85 · impact 80

Earnings7:31 AM ET

Conagra Brands Q1 earnings beat estimates, reaffirms fiscal 2027 guidancebullish 70 · impact 50

Earnings7:01 AM ET

FactSet reports Q4 revenue of $634.7 million, organic ASV growth 7.0%bullish 70 · impact 60

Earnings6:25 AM ET

Cal-Maine Foods Q1 FY27 results miss estimates as egg prices remain under pressurebearish 15 · impact 70

Geopolitics

10 stories

Geopolitics10:05 PM ET

Rubio orders Iranian UN delegation to leave USbearish 30 · impact 60

Geopolitics5:31 PM ET

CENTCOM redirects 125 commercial vessels to enforce Iran blockade; carrier in Arabian Seabearish 30 · impact 70

Geopolitics1:08 PM ET

Omani pilot neutralized after attempting to crash Dubai-Tel Aviv flight, lands in Saudi Arabiabearish 30 · impact 70

Geopolitics10:45 AM ET

Explosion reported in eastern Saudi Arabia; smoke plumes seen in Qatif regionbearish 35 · impact 60

Geopolitics10:44 AM ET

Russian foreign ministry: European arms factories supplying Ukraine are legitimate military targetsbearish 30 · impact 60

Geopolitics9:25 AM ET

Flydubai flight to Tel Aviv makes emergency landing in Saudi Arabia after co-pilot allegedly stabs captainbearish 20 · impact 70

Geopolitics8:02 AM ET

Qatar floats new proposal for US-Iran war, seeks concessions from both sidesneutral 50 · impact 60

Geopolitics5:52 AM ET

Kremlin responds to Russia's nuclear threats to NATO over Kaliningrad, citing founding documentsbearish 30 · impact 60

Geopolitics5:43 AM ET

Oil tanker struck by projectile in Strait of Hormuz, UKMTO reportsbearish 30 · impact 60

Geopolitics4:30 AM ET

Iran's Araghchi discussed US proposal with president, state news reportsneutral 50 · impact 70

Policy

9 stories

Policy4:45 PM ET

Fed renovation report finds $1B in overruns, cites management failures; Fed plans tighter controlsneutral 50 · impact 30

Policy3:52 PM ET

Trump calls for Powell to resign over Fed renovation cost overrunsbearish 30 · impact 60

Policy3:49 PM ET

Trump: fed Chair Powell should be forced to resign, asks Attorney General Blanche to review Fed reportbearish 30 · impact 70

Policy2:56 PM ET

Pentagon to create new drone warfare group, seeks $54.6 billionneutral 50 · impact 70

Policy1:52 PM ET

Fed Inspector General finds no misconduct in headquarters renovation, clears Powellneutral 50 · impact 20

Policy1:40 PM ET

Trump and AI leaders sign White House Accord on Super Intelligencebullish 70 · impact 70

Policy1:28 PM ET

US Senate fails to advance bill capping data center-driven electricity bill hikesneutral 50 · impact 60

Policy9:02 AM ET

Fed final rule on stress tests largely similar to proposalneutral 50 · impact 30

Policy9:01 AM ET

Federal Reserve finalizes changes to annual bank stress testsbullish 70 · impact 60

Energy

7 stories

Energy7:54 PM ET

Geopark plans to nearly ninefold production at Bare Block to 90,000 bpd under 25-year contractneutral 50 · impact 50

Energy6:24 PM ET

US Commerce Department and Korean government announce strategic investment in Project Starbullish 65 · impact 70

Energy3:30 PM ET

Trump announces $54 billion Alaska LNG projectbullish 70 · impact 60

Energy2:54 PM ET

Trump set to unveil $200 billion South Korean investment in US energy projectsbullish 70 · impact 70

Energy12:43 PM ET

US oil industry warns diesel prices will not return to normal for a year — FTbearish 30 · impact 70

Energy10:52 AM ET

US crude oil production hits record high in latest week, EIA saysneutral 50 · impact 40

Energy9:21 AM ET

Goldman Sachs estimates Persian Gulf crude exports at 19 million b/dneutral 50 · impact 40

Product

5 stories

Product10:05 AM ET

Apple's rumored foldable iPhone could sell 6 million units at $2,000 pricebullish 65 · impact 30

Product9:01 AM ET

CoreWeave makes NVIDIA Vera Rubin NVL72 available in production, Cognition first customerbullish 80 · impact 70

Product9:00 AM ET

CoreWeave launches CoreWeave Forge, an AI development layerbullish 75 · impact 40

Product6:30 AM ET

Apple to debut smart-home hub, updated HomePod mini and Apple TV on Oct. 13bullish 65 · impact 60

Product4:00 AM ET

Everpure ($P) unveils new data management capabilities for AI at scalebullish 75 · impact 60

Analyst action

1 story

Analyst action6:12 AM ET

Needham reiterates SpaceX buy rating, $250 target on AI compute revenuebullish 75 · impact 50

Other days on the wireEastern Time

← Tuesday, September 29 September 2026 News archive Thursday, October 1 →

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