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The Daily Briefing · Friday, September 25, 2026
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AKAM Surges 21% on $11.6B Anthropic Cloud Deal
Akamai Technologies lands a $11.6 billion Anthropic cloud deal expandable to $20 billion, sending AKAM shares 21% higher and reframing the legacy CDN operator as a major AI infrastructure powerhouse.
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Also today
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Trade Desk TTD Hits 52, Week Low on S&P 500 Exit
Shares of The Trade Desk sink to a fresh 52, week low near $12.68 as an S&P 500 exit triggers $680 million in forced passive selling atop a historic revenue miss.
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MRNA Hits 52, Week High on mRNA Cancer Vaccine Win
Moderna's Phase 3 INTerpath, 001 trial confirms its personalized mRNA melanoma vaccine cut recurrence and distant metastasis, lifting shares above $87 and validating a multi, year pivot to oncology.
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Greenland Arctic Deal Sends Mining Stocks Soaring
A Trump, brokered Arctic security and military, expansion deal at the UN General Assembly sent Greenland, linked mining stocks surging, with GRML up 245%, GLND up 150%, and CRML up 34%.
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US 30, Year Yield Hits 5.43%, a 22, Year High
The 30, year Treasury yield surged to 5.43%, a 22, year high, as oil at $103 per barrel stoked fresh inflation fears in a synchronized global bond selloff.
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More headlines
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Brent Crude Tops $105 on Iran Indian Ocean Threat
Brent crude surged past $105 a barrel after a senior Iranian military official threatened to expand the conflict to the Indian Ocean, crushing near, term hopes for a Strait of Hormuz deal and…
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Nifty Hits 5, Month Low as Rate, Oil Shock Bites
India's Nifty 50 broke below 23,100 and the Sensex lost 1,200 points as 70% U.S. October rate, hike odds and $85 Brent crude triggered a sharp foreign institutional selloff across Indian equities.
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CRL Surges to 52, Week High on 2030 Strategy Unveil
Charles River Laboratories (CRL) jumped 5.7% at its September 24 Investor Day after lifting 2026 earnings guidance and projecting 5, 7% annual organic revenue growth through 2030 alongside a ~24%…
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Nike, Accenture Cement Rate, Shock Earnings Gauntlet
Nike flags $1.5B in tariff costs and Accenture's June guidance cut together signal corporate spending caution has spread from IT services to global consumer brands.
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FedEx Q1: Inaugural Pure, Play Parcel Results
FedEx Corp. (FDX) releases its first quarterly earnings as a pure parcel and express carrier, providing the market's cleanest live read on cross, border shipping intensity and B2B logistics demand.
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MGM Drops 9% as IAC Pulls Buyout Offer
MGM Resorts International shares shed roughly 9% Thursday after Barry Diller's IAC abruptly withdrew its unsolicited takeover proposal, wiping out weeks of deal, premium speculation in the…
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Carnival, Norwegian Cruise Stocks Hit 52, Week Lows
Carnival Corporation and Norwegian Cruise Line Holdings fell simultaneously to fresh 52, week lows as a 5.43% 30, year Treasury yield and $105 Brent crude deliver a compounding cost squeeze on…
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Market briefs
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From the startup desk
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Video of the day
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Cotton: The Fabric of the Global Economy
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The Daily Briefing from Pomegra. Market news, educational content only. Nothing here is investment advice.
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