📰 Market News

Original market analysis written from real reporting. Each article links its sources at the bottom.

1. 2026-10-01 Micron (MU) Posts Record $54.2B Q4 Revenue, Crushes EPS Estimates - Stock Barely Moves on $25 Billion Capex Guidance
2. 2026-09-30 PCE Inflation Cools, Fed October Hike Odds Plunge From 70% to 37% - Nasdaq Jumps 1%, S&P 500 Erases September Loss
3. 2026-09-30 AMD Buys Fei-Fei Li's World Labs for $8.2 Billion - AMD's Second-Biggest Deal Ever Takes Aim at Nvidia's Physical AI Lead
4. 2026-09-30 30-Year Treasury Yield Tops 5.6%, Highest Since 2002 - Financial Stocks Post Worst Month Since 2023 While Nasdaq Climbs
5. 2026-09-29 OpenAI Scraps GPT-6.1 Astra, Leaked Anthropic IPO Filing Warns of 'Existential Risk' - Why Chip Stocks Tumbled and AMD Fell Back Below $1 Trillion
6. 2026-09-29 Gold Sinks to a Seven-Week Low Near $4,124 Even as Iran Tensions Simmer - Why an 18-Year-High Real Yield Is Beating Safe-Haven Demand
7. 2026-09-29 Nvidia's Record $150B Buyback (Now $235B Total) vs. Boeing's 7% Plunge: Same Day, Opposite Fortunes
8. 2026-09-28 Kodiak Sciences (KOD) Stock Soars 160% on Phase 3 DAYBREAK Win - A Comeback From 2023's Wet AMD Setback
9. 2026-09-28 Meta (META) Found Liable for 43.9 Million Privacy Violations in New Mexico - Up to $219.5 Billion in Theoretical Fines, Stock Only Dips 3%
10. 2026-09-28 Trump Rejects Iran's Hormuz Reopening Offer - Brent Oil Spikes Toward $106, S&P 500 and Nasdaq Futures Slip, Energy Stocks vs. Airlines Diverge
11. 2026-09-27 Akamai (AKAM) Stock Jumps 16% on $11.6 Billion Anthropic Deal - Could Grow to $20 Billion, But JPMorgan Flags Customer Concentration
12. 2026-09-27 Fed's October Hike Odds Rocket From 53% to Over 70% in Days - September Jobs Report on Oct. 2 Is the Last Checkpoint
13. 2026-09-27 Nike Stock Hits Fresh 12-Year Low at $35.75 as BofA Slashes Rating to Underperform, Cuts Target to $30 - and Flags a 107% Dividend Payout Ratio
14. 2026-09-26 Bitcoin ETFs Just Had Their Best Week of 2026 With $2.39B Inflows - So Why Is the SEC's Only Pro-Crypto Commissioner Quitting Now?
15. 2026-09-26 Humana Jumps 7% on Barclays' $515 Price Target, UnitedHealth Barely Moves 0.7% - Why the Same Sector Split
16. 2026-09-26 Microsoft Jumps 3.6% on Copilot Super App, Tesla Falls 1.6% on EU FSD Delay - Same Day, Opposite AI Stories
17. 2026-09-25 Costco Crushes Q4 Estimates on Every Metric - So Why Did the Stock Barely Move?
18. 2026-09-25 IonQ Surges Over 11% on a Quantum Error-Correction Breakthrough, Then an NVIDIA Deal - Why D-Wave and Rigetti Rose Far Less on the Same News
19. 2026-09-25 30-Year Treasury Yield Hits 5.5%, a 22-Year High - 10-Year Extends Surge to 5.22% as Global Bond Rout Deepens
20. 2026-09-24 Oracle (ORCL) Stock Drops 3.5% on Force Majeure Notice - $165 Billion Project Jupiter Data Center Stalls, $18 Billion in Bank Loans in Question
21. 2026-09-24 McDonald's (MCD) Stock Sinks to 52-Week Low After Investor Day - Why Wendy's Fell Just 1% and Yum! Brands Barely Moved
22. 2026-09-24 10-Year Treasury Yield Jumps to 5.1%, a 19-Year High - 5-Year Note Tops 5% for First Time Since 2007 as Fed October Hike Odds Hit 53%
23. 2026-09-23 China Reviews Broadcom's Grip on State Data Centers - Its Switches Fill Up to 90% of the Equipment
24. 2026-09-23 AutoZone's Earnings Beat Was Really a Tariff Refund - Same Day, KB Home's Orders Fell 12% on 7% Mortgages