US Equities · Pre-Open BriefingAlso todaySee the US Macro Daily
Materials drags as stocks little changed
September 25, 2026
The September 24, 2026 cash session, and what is scheduled today
The S&P 500 was little changed to 7,704.13 and the Nasdaq Composite was little changed to 26,939.37, with the Nasdaq-100 up 0.03%.
Breadth176 up / 326 down
LeadershipNasdaq-100 by 0.05pp
Member coverage100%
Futures now
Ahead of the open, S&P 500 futures are up 0.36%, Nasdaq 100 futures up 0.65%, Dow futures up 0.34% and Russell 2000 futures up 0.36% against their previous settlement. In Asia, the Nikkei 225 is up 1.30%, the Hang Seng down 1.01% and the Shanghai Composite down 1.22%. In Europe, the Euro Stoxx 50 is up 0.81%, the DAX up 0.74% and the FTSE 100 up 0.28%. Across markets, WTI is down 2.33% at 92.41, Gold is up 0.93% at 4,337.80 and EUR/USD is up 0.24% at 1.1409.
| Market | Level | Change | As of |
|---|---|---|---|
| S&P 500 futures | 7,795.25 | +28.25 (+0.36%) | 2026-09-25 |
| Nasdaq 100 futures | 30,967.75 | +201.00 (+0.65%) | 2026-09-25 |
| Dow futures | 51,895.00 | +178.00 (+0.34%) | 2026-09-25 |
| Russell 2000 futures | 2,867.10 | +10.30 (+0.36%) | 2026-09-25 |
Where the tape closed
S&P 500
7,704.13
-1.90 (-0.02%)
5d +2.02% · 1m +0.67%
Nasdaq Composite
26,939.37
+3.33 (+0.01%)
5d +3.70% · 1m +3.69%
Nasdaq-100
30,478.86
+8.57 (+0.03%)
5d +5.30% · 1m +5.02%
VIX
15.67
+0.49 (+3.23%)
5d -11.52% · 1m +1.42%
The Session
Of the 503 S&P 500 members that printed, 176 rose and 326 fell. Energy led the sector table at +0.49% on an equal-weighted basis and Materials sat at the bottom at -1.32%. Meta Platforms (META) rose 4.50% and carried the largest share of the weighted index move. The VIX rose 3.23% to 15.67. One universe name reported on the session.
World news
- Global Bond Selloff Deepens; US, China Extend Trade Truce; Trump-Xi SummitBloomberg Markets
- Highest volume of crude oil since July transited Hormuz this week: US defense official - Al Arabiya EnglishGoogle News GCC Pubs
- Bank CEOs: Credit outlook positive amid tariffsMoney.ca
- Bond Markets Are Volatile and Oil Prices RiseNY Times Business
- Rupee, bonds witness sell-off as crude oil, US Treasury yields rise - Business StandardGoogle News IN
Sector news breakdown
Information Technology
- Gen Digital GENSPX -12.05%Market Chatter: Gen Digital Makes Initial Takeover Approach for GoDaddy Gen Digital (GEN) has made an initial takeover approach for GoDaddy (GDDY) as it seeks to expand bey… MT Newswires · Sep 24, 11:00 AM ET
- Everpure PSPX +11.15%Everpure Stock is Already Up 18% Today. Here’s Why Wall Street Sees More Upside. Key TakeawaysGuidance Reset: Everpure stock jumped 18% to $129 on Thursday, a day after CFO Tarek Robbiati unveiled a preliminary FY2028 outlook of $7. 0B to $7. TIKR · Sep 24, 11:46 AM ETWhy Everpure (P) Stock Is Up Today Shares of data storage solutions provider Everpure (NYSE:P) jumped 5.5% in the pre-market session after the company reaffirmed its fiscal year 2027 guidance and announced an ambitious preliminary outlook for fiscal year 2028. StockStory · Sep 24, 1:44 PM ET
- First Solar FSLRSPX -10.32%FSLR Stock Hits Fresh 52-Week Low As Target Cuts, Slower Booking Visibility Weigh — Peers Enphase, SolarEdge Also Down Earlier this week, GLJ Research cut the price target on FSLR to $250 from $314.43 while keeping a buy rating. Stocktwits · Sep 24, 4:13 PM ET
- Akamai Technologies AKAMSPX -6.78%Akamai Strikes $11.6 Billion Deal With Anthropic FEATURE Artificial intelligence company Anthropic has made an $11.6 billion deal with cloud infrastructure firm Akamai for its computing services for the next seven years, Akamai announced, with an option to expand the deal by another $9 billion if more compute is needed. Barrons.com · Sep 24, 4:41 PM ETAkamai lands $11.6 billion Anthropic deal, shares soar Investing.com -- Akamai Technologies Inc. shares rose as much as 20% in after-hours trading on Thursday following the announcement of an $11.6 billion seven-year contract with artificial intelligence giant Anthropic. Investing.com · Sep 24, 4:38 PM ET
- GoDaddy GDDYSPX +4.60%GoDaddy shares rocket after Norton owner Gen Digital takeover offer GoDaddy Inc (NYSE:GDDY) shares jumped 11% on Thursday after the Financial Times reported that Gen Digital, the cybersecurity company behind Norton, had made a preliminary takeover offer. The report said the offer would give Gen Digital access to GoDaddy’s customer base of more than 20 million... Proactive · Sep 24, 11:25 AM ETGoDaddy Stock Fails To Break Out After Reported Takeover Offer Norton antivirus maker Gen Digital reportedly made a bid for website domain firm GoDaddy. A merger could be an AI growth catalyst. Investor's Business Daily · Sep 24, 4:56 PM ET
- Intel INTCSPXNDX +3.91%Intel (INTC) Stock Looks Fully Priced After Its 293% Run Intel has been on a powerful run in 2026, helped by a wave of AI driven demand and fresh headlines, which naturally raises a simple question for you as an investor. Simply Wall St. · Sep 24, 12:30 AM ET
- Oracle Corporation ORCLSPX -3.47%Oracle Seeks ‘Force Majeure’ on Data Center. Why It’s Sinking the Stock. Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus. Barrons.com · Sep 24, 2:47 PM ETOracle Stock Slides As 'Force Majeure' Report Brings Concern About Key AI Data Center Oracle stock slid on a report the tech giant is taking steps to shield itself against delays for a key data center project. Investor's Business Daily · Sep 24, 2:03 PM ET
Communication Services
- Nebius Group N.V. NBISNDX +7.44%Why Nebius Stock Surged Higher Today An upgrade and new stock price estimate have investors excited about Nebius today. Motley Fool · Sep 24, 2:16 PM ETNebius gets BofA boost as AI infrastructure revenue outlook climbs Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its... Proactive · Sep 24, 2:02 PM ET
- Meta Platforms METASPXNDX +4.50%Why Meta Stock Won’t Care If New Muse AI Gadget Flops Meta Platforms stock has surged on the success of its Muse agent. Now it hopes to buck the trend of AI-hardware failures with its Muse Charm gadget. Barrons.com · Sep 24, 2:36 PM ETMeta's $14 billion AI bet looks like it's finally paying off Mark Zuckerberg's Scale AI deal changed the view of Meta being late to the AI game to outright leading it. Yahoo Finance · Sep 24, 11:51 AM ET
Consumer Discretionary
- MGM Resorts MGMSPX -10.99%MGM Falls 11% After Barry Diller Pulls Out of Takeover. Why the Stock Is Still a Good Bet. Barry Diller’s People Inc. pulled its offer for the hotel and casino operator on Thursday—but the media mogul may still be interested in a deal. Barrons.com · Sep 24, 2:14 PM ETWhy MGM Resorts (MGM) Shares Are Falling Today Shares of hospitality and casino entertainment company MGM Resorts (NYSE:MGM) fell 10.5% in the pre-market session after People Incorporated announced the withdrawal of its proposal to purchase all public shares of the company. StockStory · Sep 24, 1:36 PM ET
Health Care
- Illumina, Inc. ILMNSPX +7.25%Illumina Stock Surges 94.9% YTD: What's Behind the Rally? ILMN's 94.9% YTD rally reflects strong sequencing growth, clinical adoption and a raised 2026 outlook despite China headwinds. Zacks · Sep 24, 9:45 AM ET
- Moderna MRNASPX +6.98%Why Did META, MRNA, OKTA Stocks Surge To 52-Week Highs Today? Meta Platforms, Moderna and Okta rallied to fresh 52-week highs on Wednesday amid positive company catalysts and improving investor sentiment. Stocktwits · Sep 23, 11:52 PM ET
Industrials
- Rollins, Inc. ROLSPX -6.43%Piper Sandler cuts Rollins to Neutral, citing AI search disruption Investing.com -- Rollins Inc (NYSE:ROL) shares fell 6.4% Thursday following a rating cut from Piper Sandler, which downgraded the pest control giant to Neutral from Overweight and sharply lowered its price target. Investing.com · Sep 24, 11:34 AM ET
- Rocket Lab Corporation RKLBNDX +4.69%Cathie Wood Just Made Another Big Bet on Rocket Lab ARK Invest bought another $25 million of Rocket Lab shares as the company approaches its 97th Electron launch and prepares for its next major growth phase. GuruFocus.com · Sep 24, 8:05 AM ET
Consumer Staples
- Costco Wholesale Corporation COSTSPXNDX -0.91%Costco Wholesale Misses Quarterly Revenue Estimates Membership revenue declined for a third-straight quarter for Costco as fees rose 7.3% year over year to $1.5 billion, missing the mark on analyst estimates of $1.8 billion. Barrons.com · Sep 24, 4:42 PM ETCostco (NASDAQ:COST) Posts Better-Than-Expected Sales In Q3 CY2026 Membership-only discount retailer Costco (NASDAQ:COST) reported revenue ahead of Wall Street’s expectations in Q3 CY2026, with sales up 11.1% year on year to $95.72 billion. Its GAAP profit of $6.75 per share was 3.4% above analysts’ consensus estimates. StockStory · Sep 24, 4:26 PM ET
Moved more than 3% with no company-specific item clearing the relevance bar: ARM -7.88% · CRL +6.17% · RVTY +6.03% · XYL -5.50% · WDC -4.94%.
The day ahead
Economic calendar
| Time | Release | Impact | Consensus | Previous |
|---|---|---|---|---|
| 05:15 ET | Speech by Fed's Williams | Medium | — | — |
| 08:30 ET | Durable Goods Orders Month-over-Month | High | -0.4 | 1.1 |
| 08:30 ET | Durable Goods Orders Ex Transp Month-over-Month | Medium | 0.6 | 0.4 |
| 09:20 ET | Speech by Fed's Schmid | Medium | — | — |
| 10:00 ET | Michigan Consumer Sentiment Final | Medium | 47.6 | 51.7 |
| 14:00 ET | Fed Hammack SpeechFed | High | — | — |
Reporting today
No universe name on the reporting calendar for today.
Overnight and across markets
Asia and Europe
| Market | Level | Change | As of |
|---|---|---|---|
| Nikkei 225 | 66,364.20 | +850.21 (+1.30%) | 2026-09-25 |
| Hang Seng | 24,510.09 | -251.04 (-1.01%) | 2026-09-25 |
| Shanghai Composite | 3,888.37 | -48.15 (-1.22%) | 2026-09-24 |
| Euro Stoxx 50 | 6,323.00 | +50.50 (+0.81%) | 2026-09-25 |
| DAX | 25,453.12 | +186.59 (+0.74%) | 2026-09-25 |
| FTSE 100 | 10,710.03 | +30.03 (+0.28%) | 2026-09-25 |
Commodities, currencies and rates
| Market | Level | Change | As of |
|---|---|---|---|
| WTI crude | 92.41 | -2.20 (-2.33%) | 2026-09-25 |
| Gold | 4,337.80 | +39.80 (+0.93%) | 2026-09-25 |
| EUR/USD | 1.1409 | +0.0027 (+0.24%) | 2026-09-25 |
| USD/JPY | 157.53 | -0.74 (-0.47%) | 2026-09-25 |
| US 10-year yield | 5.18% | — | 2026-09-24 |
Where the indices sit
S&P 500 daily bars for the last 30 sessions, then three months of closes rebased to 100.
What carried the session
Proxy: dollar-volume share among members that printed, times the move. Not official index weight.
| Ticker | Name | Session | Contribution |
|---|---|---|---|
| METASPXNDX | Meta Platforms | +4.50% | +26.9 bp |
| INTCSPXNDX | Intel | +3.91% | +13.1 bp |
| SNDKSPXNDX | Sandisk | -3.47% | -11.0 bp |
| AMDSPXNDX | Advanced Micro Devices | +2.38% | +8.4 bp |
| ORCLSPX | Oracle Corporation | -3.47% | -6.1 bp |
| MRNASPX | Moderna | +6.98% | +5.0 bp |
| MUSPXNDX | Micron Technology | +0.81% | +4.2 bp |
| WDCSPXNDX | Western Digital | -4.94% | -3.5 bp |
Breadth and sectors
Sector moves equal-weighted across members that printed.
| Sector | Average member move | Members |
|---|---|---|
| Energy | +0.49% | 21 |
| Communication Services | +0.39% | 23 |
| Health Care | +0.39% | 60 |
| Financials | -0.33% | 76 |
| Consumer Discretionary | -0.47% | 47 |
| Real Estate | -0.81% | 30 |
| Consumer Staples | -0.83% | 33 |
| Utilities | -0.94% | 31 |
| Information Technology | -0.99% | 74 |
| Industrials | -1.04% | 83 |
| Materials | -1.32% | 25 |
Largest moves
Risers
| Ticker | Name | Session |
|---|---|---|
| PSPX | Everpure | +11.15% |
| NBISNDX | Nebius Group N.V. | +7.44% |
| ILMNSPX | Illumina, Inc. | +7.25% |
| MRNASPX | Moderna | +6.98% |
| CRLSPX | Charles River Laboratories | +6.17% |
| RVTYSPX | Revvity | +6.03% |
| RKLBNDX | Rocket Lab Corporation | +4.69% |
| GDDYSPX | GoDaddy | +4.60% |
Fallers
| Ticker | Name | Session |
|---|---|---|
| GENSPX | Gen Digital | -12.05% |
| MGMSPX | MGM Resorts | -10.99% |
| FSLRSPX | First Solar | -10.32% |
| ARMNDX | Arm Holdings plc | -7.88% |
| AKAMSPX | Akamai Technologies | -6.78% |
| ROLSPX | Rollins, Inc. | -6.43% |
| XYLSPX | Xylem Inc. | -5.50% |
| WDCSPXNDX | Western Digital | -4.94% |
Earnings reported in the session
Beat and miss shown only where consensus and actual are both published.
| Ticker | Name | Slot | EPS est. | Reported | Surprise | Result |
|---|---|---|---|---|---|---|
| COST | Costco Wholesale Corporation | After close | 6.48 | — | — | — |
Headlines in the session window
- The S&P 500’s newest tech stock is now its best performerMarketWatch
- With the stock market ‘priced for perfection,’ the S&P 500 is in danger of a 20% slump next yearMarketWatch
- S&P 500 ends marginally lower as investors focus on US-Iran war - ReutersReuters Business
- U.S. Treasury Yields Hover Close to Multiyear HighsWSJ Markets
- Bond Selloff Pauses, Stocks Edge Higher as Market Sentiment Cautiously ImprovesWSJ Markets
- Newmont Announces Third Quarter 2026 Results Conference CallFinancial Post
Fed and macro
No high-impact US print on the calendar for this session or the next.
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