Stock market news — Sunday, 27 September 2026
48 headlines. Of the 31 with a specific market target, 17 were positive, 11 negative and 3 neutral — overall mood leaning optimistic. Most mentioned: UST10Y, NVDA, BABA.
Top stories
China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports
China officials recently asked companies including ByteDance and Alibaba to report their plans to purchase Nvidia's RTX PRO 5500 chips, according to the report.
Foreign banks have expressed UBS merger interest, Swiss newspaper reports
Iran's foreign minister says Tehran ready for 'doomsday' war with U.S., but leaves diplomacy on the table
Iran's foreign minister says talks are the only way to break the deadlock, while its navy says it's analyzing data from a captured U.S. underwater drone.
Debt-hungry AI companies face increased risk as bond yields spike
The AI infrastructure buildout shows no sign of slowing, but the surge in Treasury yields means it's at least going to cost more.
Micron could dethrone Nvidia and become the biggest driver of S&P 500 profit growth
Micron is increasingly important to the S&P 500, and its earnings report has become “a market event in and of itself.”
Look closer, and Wall Street’s rally is showing cracks
Major stock indexes hovering near records are masking a market straining under elevated oil prices, rising Treasury yields and a Federal Reserve bracing for additional interest-rate hikes.
OpenAI pauses training a second time as rogue agents hit U.S. government websites
All headlines
Apple, Microsoft, and Meta prove stock picking for individuals is not a fool's errand
Let's unpack this.
Venezuela’s Oil Comeback Could Cost More Than $100 Billion
The Trump Administration is touting the new oil order in Venezuela as a tremendous opportunity for reviving the industry in the world’s biggest crude oil resource holder. The U.S.-led restructuring of the sector kicked out Russian and…
Powerful nor'easter causes coastal flooding and knocks out power to parts of the U.S. Northeast
Tens of millions of people were in the path of the nor'easter, which was forecast to affect the mid-Atlantic area and New England throughout the weekend.
‘We lived within our means’: I earned $30,000 as a pastor and still retired comfortably. Why don’t you tell people that?
“As a country, we have grown dangerously comfortable.”
Taxpayer-funded Trump ads draw bipartisan scrutiny ahead of midterms
TV ads featuring Trump are expanding nationally, prompting bipartisan questions over whether they comply with restrictions on taxpayer-funded publicity.
Soybeans Pulling Off Early Lows as Monday Announcement Calms Selling
Soybeans are rallying nearly 20 cents off the early session lows, with contracts up ½ cent to a penny lower in the nearbys. The cmdtyView national average Cash Bean price was up 1 cent at $12.61. Soymeal futures are down $1.30 to $1.60,…
Hogs Bulls Failing to Follow Through with Friendly Hogs & Pigs Report
Lean hog futures are down 45 to 65 cents at midday. USDA’s national base hog price was $79.19 in the Friday morning report, up 18 cents from the day prior. The CME Lean Hog Index was down another 27 cents on September 23 at $82.20.…
Cotton Holding onto Midday Losses on Friday
Cotton futures are trading with midday losses of 100 to 110 points at midday, with nearby and thin October up 60 points. Crude oil is down $2.55 per barrel on the session, with the US dollar index $0.253 lower. Limited information has…
NGOs warn Donlin mine spill could devastate region
A new federal review finds a major tailings failure could cause deaths, contaminate water and suppress fish for generations.
A ‘death cross’ is coming for the dollar. Why Trump will be happy.
Don’t look now, but there are some technical reasons to believe that U.S. Treasury Secretary Scott Bessent was right when he declared to the financial markets that “I am the house now.”
Anthropic CEO Amodei set to meet with Trump after missing state dinner
As top tech CEOs rubbed elbows at President Trump's glitzy dinner for Chinese President Xi on Thursday, Anthropic's CEO was noticeably absent.
Iran's foreign minister says Tehran ready for 'doomsday' war with U.S., but leaves diplomacy on the table
Iran's foreign minister says talks are the only way to break the deadlock, while its navy says it's analyzing data from a captured U.S. underwater drone.
Trump to have dinner with Anthropic CEO Amodei at the White House, Axios reports
Athropic CEO Dario Amodei is set to have dinner with President Donald Trump at the White House on Sunday, Axios reported.
Nor'easter delays hundreds of flights, airlines waive change fees
Flight disruptions were rising in Boston over the weekend.
China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports
China officials recently asked companies including ByteDance and Alibaba to report their plans to purchase Nvidia's RTX PRO 5500 chips, according to the report.
Stocks Settle Higher as Crude Prices Fall on US-Iran Deal Hopes
The S&P 500 Index ($SPX ) (SPY ) closed up by +0.51% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.93%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. December E-mini S&P futures (ESZ26 ) rose…
People are turning to a trustless asset, Phair says
Scottsdale Mint CEO Josh Phair says distrust in governments and global trade is pushing investors toward gold.
Foreign banks have expressed UBS merger interest, Swiss newspaper reports
What are the bond yield effects on European equities? UBS answers
China may permit Alibaba, ByteDance to buy new Nvidia chips – The Information
The AI Data Center Boom Faces a New Reality Check
“A fraction of proposed data centers will get built. Utilities are wising up.” That was the headline on a May 2025 Utility Dive article that explored the conundrum speculative data center requests pose for U.S. electric utilities. More…
Trump says men arrested at UK air base used by U.S. forces were looking to do 'big damage'
British counterterrorism detectives said police received a call about three suspicious vehicles that appeared to be traveling towards RAF Fairford early Sunday.
Social Security overpaid my 82-year-old mother by $20,000. What else is hiding in her finances?
“My mother has a pension, Social Security, investments and a house probably worth over $1 million.”
Here are the 4 big things we're watching in the stock market in the week ahead
Both sides of the Fed's dual mandate are in focus. Plus, Micron reports and Eli Lilly delivers updates on its obesity pipeline.
‘It doesn’t seem fair’: I’m retired and have plenty of money. Why can’t I qualify for a retail credit card?
“I draw from my IRA as needed for household repairs, trips and other larger expenses.”
Bill Gates joins calls for AI safeguards, including legislation
Debt-hungry AI companies face increased risk as bond yields spike
The AI infrastructure buildout shows no sign of slowing, but the surge in Treasury yields means it's at least going to cost more.
At NFL games this season, drone defense tech aims to bring down disruptions
The NFL told CNBC it recorded 10,852 drone violations over stadiums between 2021 and 2025. The Jaguars became the first team to sign a drone defense firm.
EPA Power Plant Rollback To Add 123 Million More Tons of CO2
The U.S. Environmental Protection Agency (EPA) announced in September that it will relinquish its authority to regulate greenhouse gas emissions from power plants under the Clean Air Act, a tool previously used to tackle climate change.…
Meta's Muse agent is attacking one of the economy's most profitable weak spots
Meta's Muse AI personal agent will work over your credit card spending if you don't mind the invasion. How big a threat is it to the subscription economy?
Vitalik Buterin maps Ethereum’s shift beyond a blockchain in sweeping 2030 vision
Buterin wants Ethereum to do far more work without forcing every computer on the network to repeat the same calculations.
Micron could dethrone Nvidia and become the biggest driver of S&P 500 profit growth
Micron is increasingly important to the S&P 500, and its earnings report has become “a market event in and of itself.”
Look closer, and Wall Street’s rally is showing cracks
Major stock indexes hovering near records are masking a market straining under elevated oil prices, rising Treasury yields and a Federal Reserve bracing for additional interest-rate hikes.
Saudi Arabia stocks higher at close of trade; Tadawul All Share up 0.78%
Barrick Mining reaches agreement with Mali unions, planned strikes off - Bloomberg
How months of work on the Clarity Act all fell apart
Interviews with industry participants and legislative aides paint a picture of a blown bill-writing process, with sources pointing to nearly every facet of the bill's development and the debate around it as contributing factors to this…
Top Wall Street analysts like these 3 dividend stocks for steady income
Investors seeking a stable income stream can enhance their portfolios with the addition of dividend stocks.
Wall Street money takes back over from small investors as driving force of the stock market
One firm sees a "reasonably constructive signal for risk appetite" among institutional investors.
OpenAI pauses training a second time as rogue agents hit U.S. government websites
This key part of the stock market could be headed for a meaningful breakout
The Technology Select SPDR (XLK) has an opportunity to turn a bounce into a more meaningful breakout, says Frank Cappelleri.
Republicans pour money into dozens of US House races previously considered ’safe’
Why the upcoming jobs report could send 10-year and 30-year Treasury yields surging
Another hot jobs report could also pressure the Federal Reserve to raise interest rates again in October.
Street Calls of the Week
Soybeans Rally Off Early Lows as Traders Eye Monday Trade Announcement
Soybeans came back to close Friday with contracts down 1 ¾ cent in some back months to November’s 1 ½ cent gain. Trade details set to be announced Monday calmed the selling. November saw 15 ½ cent gain on the week. The cmdtyView…
OpenAI, Anthropic CEOs called to appear at Australian AI probe
The Australian Medicare breach is one of the highest-profile incidents of AI agents accessing external systems outside the U.S.
Corn Rallies off Early Lows on Friday with Trade Details to Come Monday
Corn futures found strength throughout the Friday session, as contracts closed 10-15 cents off the early lows and steady to a penny higher. December managed to post a ¾ cent gain on the week. The CmdtyView national average Cash Corn…
Dollar Falls as Crude Prices Decline and Stocks Gain
The dollar index (DXY00 ) fell by -0.32% on Friday. The dollar was under pressure Friday after WTI crude oil prices fell more than -2%, easing inflation expectations and weighing on Fed policy. Also, strength in stocks on Friday curbed…
Cotton Faces Friday Pressure
Cotton futures posted mixed trade at the Friday close, with front months down 51 to 60 points and deferreds up 8 to 11 points. December closed the week with a 156 point gain. Crude oil was down $2.17 per barrel on the session, with the…