🗞 Newsmakers — MID ET, 2026-09-25

📊 MARKET MACRO: S&P 500 $771.43 +0.55% Nasdaq $745.08 +0.54% Dow $517.31 +0.90% Russell 2K $283.00 +0.48% VIX $14.97 -4.47% US Dollar $28.61 -0.26% Oil $147.38 -3.73% Gold $393.43 +0.44% Bitcoin $83,948.10 -0.51% Treasuries: 10Y 5.11% 30Y 5.4% Today's Fed / econ events: 19:30 [Medium] CFTC Gold Speculative net positions 19:30 [Medium] CFTC Nasdaq 100 speculative net positions 19:30 [Medium] CFTC S&P 500 speculative net positions 19:30 [Medium] CFTC Crude Oil speculative net positions 18:00 [Medium] Fed Hammack Speech 14:20 [Medium] Atlanta Fed GDPNow (Q3) 14:00 [Medium] Michigan 1 Year Inflation Expectations (Sep) 14:00 [High] Michigan Consumer Sentiment (Sep) 13:20 [Medium] Fed Schmid Speech 12:30 [High] Durable Goods Orders Ex Transp MoM (Aug) 12:30 [High] Durable Goods Orders MoM (Aug) 12:30 [High] Durable Goods Orders Ex Defense MoM (Aug) 09:15 [Medium] Fed Williams Speech 00:00 [Medium] UN General Assembly

🔥 HOT SECTORS TODAY (the sectors to watch): Consumer Defensive +2.88% Basic Materials +0.74% Technology +0.66% Energy +0.64%

📰 MARKET THEMES & CATALYSTS: • Two More Interest Rate Hikes "Very Likely" for 2026, Earnings Boost Investor Confidence Collin Martin (@CharlesSchwab) sees one more interest rate hike from the Fed with a second "very likely" before the end of 2026. He outlines his case for further hikes and offers a closer look into the "junk bond" market, which has seen more interest during the AI buildout. — youtube.com · 09/25 12:00p https://www.youtube.com/watch?v=E1jayUe-ATw • First US trial against TikTok to open Monday TikTok goes on trial Monday in Alabama, accused by the state of misleading parents about tools meant to shield children from harmful content. It is the first case against the platform to go before a U.S. jury. — techxplore.com · 09/25 12:00p https://techxplore.com/news/2026-09-trial-tiktok-monday.html • Week Ahead for FX, Bonds: U.S. Jobs Data in Focus as Another Fed Rate Hike Looks Possible Market participants will stay focused on the global bond selloff and fluctuations in energy prices as the Middle East conflict drives up economic costs across the region. — wsj.com · 09/25 11:46a https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-jobs-data-in-focus-as-another-fed-rate-hike-looks-possible-8593c44f • A Strong September Labor Market Report To Crush Stocks And Bonds The September labor market report could be stronger than expected based on the soft data, the high-frequency data, and the alternative data. Thus, interest rates are likely to continue rising, which could trigger a correction in the stock market. — seekingalpha.com · 09/25 11:34a https://seekingalpha.com/article/4949788-a-strong-september-labor-market-report-to-crush-stocks-and-bonds • KG on Crude & Deisel's Price Action, Consumer Sentiment Dip & Durable Goods Orders September's consumer sentiment report was better than expected but still fell from August. Kevin Green notes that the figures dragged down the major indexes and explains why the report is so significant to investors. — youtube.com · 09/25 11:21a https://www.youtube.com/watch?v=QnvS_-wyQXk

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. AKAM +5% $116.24 (17B cap) AKAM & Anthropic Ink $11.6B, 7-Year AI Deal: What it Signals to Tech Trade A new seven-year deal between Anthropic and Akamai (AKAM) sent shares for the latter higher on Friday's session thanks to the deal's $11.6 billion price tag. Marley Kayden offers more details on the agreement and why it's a big deal for the greater AI trade. — youtube.com · 09/25 11:30a https://www.youtube.com/watch?v=Hqw0xnVvp-w

2. SOXL +5% $153.00 (42B cap) SOXL: A Bold Bet On A Semiconductor Comeback SOXL offers an attractive risk-reward setup as semiconductor fundamentals remain robust and valuations have reset to compelling levels. GPU demand is strong, evidenced by surging Taiwan exports and rising GPU rental prices, supporting continued semiconductor earnings growth. Tec… — seekingalpha.com · 09/25 11:32a https://seekingalpha.com/article/4949786-soxl-a-bold-bet-on-a-semiconductor-comeback

3. SMCI +4% $43.23 (28B cap) Super Micro's Vera Rubin Shipments Put Its AI Infrastructure Advantage to the Test Super Micro Computer TodaySMCISuper Micro Computer$41.51 +0.07 (+0.17%) As of 09/24/2026 04:00 PM Eastern52-Week Range$19.48▼$58.78P/E Ratio12.97Price Target$42.13Add to WatchlistSuper Micro Computer, Inc.'s NASDAQ: SMCI successful shipment of NVIDIA's NASDAQ: NVDA Vera Rubin NV… — marketbeat.com · 09/25 9:16a https://www.marketbeat.com/articles/super-micros-vera-rubin-shipments-put-its-ai-infrastructure-advantage-to-the-test/

4. GRAB +2% $3.18 (13B cap) Grab Holdings Limited (GRAB) Sees a More Significant Dip Than Broader Market: Some Facts to Know Grab Holdings Limited (GRAB) closed at $3.11 in the latest trading session, marking a -2.81% move from the prior day. — zacks.com · 09/24 6:51p https://www.zacks.com/stock/news/2995457/grab-holdings-limited-grab-sees-a-more-significant-dip-than-broader-market-some-facts-to-know?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_6v1-2995457

📈 TOP 5 GAINERS (small/mid-cap % leaders, with catalyst):

1. AESI +17% $12.88 (1.6B cap) Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agreements with a leading frontier AI lab in conjunction with the execution of equip… — businesswire.com · 09/25 7:00a https://www.businesswire.com/news/home/20260925282045/en/Atlas-Energy-Solutions-Announces-Equipment-Purchase-Agreements-Backed-by-Cost-Reimbursement-Agreements-with-a-Leading-Frontier-AI-Lab/

2. GENI +12% $6.51 (1.7B cap) Why Genius Sports Shares Jumped Today Genius Sports Ltd offers statistical information to all parties involved in the sports entertainment business. The company is also consistently producing margin-improving revenue growth. — fool.com · 09/25 11:31a https://www.fool.com/investing/2026/09/25/why-genius-sports-shares-jumped-today/

3. WNC +12% $13.14 (535M cap) No Two Loads Are Alike: Wabash to Highlight Application-Specific Tank Trailers at NTTC 2026 [url="]Wabash (NYSE: WNC)[/url], a leader in end-to-end supply chain solutions for the transportation, logistics and infrastructure markets, will showcase appli — gurufocus.com · 09/24 11:00a https://www.gurufocus.com/news/9095760/no-two-loads-are-alike-wabash-to-highlight-applicationspecific-tank-trailers-at-nttc-2026

4. MXL +12% $95.75 (8.7B cap) Ride The Momentum: 3 Top AI Stocks Trading Above 50-Day Moving Averages AI is back! The Nasdaq notched a new high, lifted by an AI chip surge, as stocks continue to prove resilient in the face of external shocks. Nasdaq-100 earnings are growing at their fastest pace in more than 15 years, providing a strong fundamental backdrop for the AI-led rally.… — seekingalpha.com · 09/24 1:00p https://seekingalpha.com/article/4949506-ride-the-momentum-3-top-ai-stocks-trading-above-50-day-moving-averages

5. ALM +11% $13.78 (3.9B cap) (no fresh news today — likely technical / low-coverage move)

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.