News Bulletin

Friday, September 25  2026
Morning Edition

 

Economic Numbers:

Time

Event

Forecast

Previous

Friday, September 25, 2026

8:00

FOMC Member Williams Speaks

 

 

30m

Durable Goods Orders (MoM) (Aug)

-0.003

1.10%

30m

Core Durable Goods Orders (MoM) (Aug)

0.006

0.004

30m

Durables Excluding Defense (MoM) (Aug)

 

0.013

30m

Goods Orders Non Defense Ex Air (MoM) (Aug)

 

0

9:20

Fed Schmid Speaks

 

 

10:00

Atlanta Fed GDPNow (Q3)

0.051

5.10%

10:00

Michigan Consumer Expectations (Sep)

45.8

51.5

10:00

Michigan 1-Year Inflation Expectations (Sep)

0.046

0.04

10:00

Michigan Consumer Sentiment (Sep)

47.8

51.7

10:00

Michigan 5-Year Inflation Expectations (Sep)

0.034

0.033

10:00

Michigan Current Conditions (Sep)

50.9

5190.00%

13:00

U.S. Baker Hughes Oil Rig Count

453

452

13:00

U.S. Baker Hughes Total Rig Count

 

595

 

Indices:
 

 

 

CLOSE

50 DMA

200 DMA

DJIA

51,349.89

52,811.57

50,181.10

NASDAQ

26,939.37

26,145.61

24,624.61

S&P 500

7,704.13

7,631.94

7,199.41

 

Earnings Calendar:

Symbol

Company

Event Name

Earnings Call Time

Market Cap

VFS

VinFast Auto Ltd.

Q2 2026 Earnings Announcement

BMO

7.32B

TBN

Tamboran Resources Corporation

Q4 2026 Earnings Announcement

BMO

1.26B

IVA

Inventiva S.A.

H1 2026 Earnings Announcement

TNS

770.08M

ZENA

ZenaTech, Inc.

Q2 2026 Earnings Announcement

BMO

129.77M

CBAT

CBAK Energy Technology Limited

Q2 2026 Earnings Announcement

BMO

121.44M

MWC

Micware Co., Ltd.

Q1 2027 Earnings Announcement

BMO

103.98M

CLGN

CollPlant Biotechnologies Ltd.

Q2 2026 Earnings Announcement

BMO

 

 

Market News:

·        US futures are slightly higher: Nasdaq futures about +0.4%, while S&P 500 and Dow futures are around +0.1% in early trading.

·        Akamai (AKAM): Shares are in focus after the company announced an $11.6B Anthropic deal, making it one of today's notable movers.

·        Tesla (TSLA): Among stocks being closely watched in Friday's premarket alongside AMD and Akamai.

·        AMD (AMD): Also in focus as investors continue watching semiconductor/AI stocks amid elevated Treasury yields.

·        Scholastic (SCHL): Down about 9.9% premarket after Q1 sales and earnings came in below expectations.

·        Zscaler (ZS): One of the stocks seeing notable premarket weakness today.

·        Costco (COST): Remains in focus after reporting its latest quarterly results Thursday; investors are assessing sales, margins and membership trends.

·        Nvidia (NVDA), Broadcom (AVGO) and Micron (MU): Semiconductor stocks remain sensitive to the sharp rise in Treasury yields; all declined more than 1% Thursday.

·        Oracle (ORCL): Fell 5.5% Thursday after reports concerning a force-majeure notice related to a New Mexico data-center project.

·        Warner Bros. Discovery (WBD): Continues to attract attention following the progress toward Paramount Skydance's acquisition; WBD had risen more than 10% following the settlement news earlier this week.

·        Bank of America (BAC): An analyst upgrade to Buy was reported Thursday after a sharp Q3 selloff.

·        AI/tech stocks: The sector remains supported by AI investment, but 10-year Treasury yields near 5.2% are creating valuation pressure, particularly for high-growth stocks.

·        Oil/geopolitics: Reports of possible progress involving Iran and the Strait of Hormuz are affecting oil prices and, consequently, energy and broader equities. WTI was around $92.8/barrel early Friday.

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