Monday, September 28, 2026

1. Pre-open outlook4:02 AM ET

   Overnight, Brent crude topped $107 after President Trump rejected Iran’s proposal to reopen the Hormuz Strait, and UK police began probing an alleged Iran‑linked bomb threat against a U.S. Air Force base. China posted its weakest industrial profit growth this year, with August profit up 4.2%. Investors will watch the Fed’s preferred PCE inflation report on Wednesday and the non‑farm payrolls on Friday for monetary‑policy clues.

2. Midday check10:01 AM ET

   US stocks open lower as oil climbs and yields hit new highs. Nvidia's $150 billion buyback announcement and SpaceX's successful Starship launch are among the developments moving markets. The week ahead includes consumer confidence and inflation data, with the US PCE inflation report scheduled for Wednesday, September 30.

3. Closing wrap5:02 PM ET

   U.S. equities slipped on Monday, with the Dow, S&P 500 and Nasdaq 100 all closing lower as the 10-year Treasury yield rose past 5.2%. AMD’s $8.2 billion acquisition of World Labs and Nvidia’s $150 billion share-buyback plan kept AI dealmaking in the headlines, while SpaceX’s first orbital Starship launch added to the day’s news. Investors will watch Wednesday’s U.S. PCE inflation report for clues on the Fed’s next policy step.

   Show the original generated text

   The decline came amid a wave of AI‑related news, including AMD’s $8.2 billion acquisition of World Labs and Nvidia’s $150 billion share‑buyback plan, while SpaceX’s first orbital Starship launch added a headline‑grabbing distraction. Investors will watch Wednesday’s U.S. PCE inflation report for clues on the Fed’s next policy step.

AI-generated as the day ran, from the data of each moment; corrections keep the original one click away. Informational only — not investment advice.

Headlines of the day

1. 4:02 AM ETBrent crude tops $107 as Trump rejects Iranian proposal to reopen Hormuz Strait — CNBC World
2. 4:02 AM ETTrump-Xi summit analysis: 'Tangible outcomes' needed for U.S.-China truce to hold — CNBC
3. 4:02 AM ETA ‘death cross’ is coming for the dollar. Why Trump will be happy. — MarketWatch
4. 4:02 AM ETChina posts weakest industrial profit growth this year, expanding 4.2% in August — CNBC Economy
5. 4:02 AM ETLook closer, and Wall Street’s rally is showing cracks — MarketWatch
6. 4:02 AM ETUK police 'investigate Iran link' to alleged bomb threat against base hosting U.S. Air Force — CNBC World
7. 4:31 AM ETTrump ‘very seriously’ considering diesel export ban as global supply crunch worsens — CNBC World
8. 4:31 AM ETCNBC Daily Open: A tale of two truces — CNBC
9. 5:01 AM ETU.S., China to lower tariffs on $60 billion of goods. Here's what qualifies — CNBC
10. 5:01 AM ETU.S. Treasury yields edge higher amid pressure on global government bonds — CNBC
11. 5:01 AM ETSpaceX prepares to send Starship rocket to orbit for first time — CNBC
12. 5:31 AM ETNvidia releases software platform to stop AI agents from misbehaving — CNBC World
13. 6:01 AM ET10-year U.S. Treasury yield reaches highest level since 2007 — MarketWatch
14. 8:31 AM ETNvidia makes a statement with historic $150 billion buyback announcement — MarketWatch
15. 8:31 AM ETMicron could dethrone Nvidia and become the biggest driver of S&P 500 profit growth — MarketWatch
16. 9:02 AM ETSpaceX is moments away from a monumental Starship launch — MarketWatch
17. 9:32 AM ETNvidia share buyback plan gets $150 billion boost — CNBC
18. 9:32 AM ETEconomic calendar: A busy week includes consumer confidence, inflation data — MarketWatch
19. 10:01 AM ETMeta hires MongoDB CEO CJ Desai to lead enterprise unit. MongoDB shares crater — CNBC
20. 10:01 AM ETDow, S&P 500 and Nasdaq open lower as oil climbs, yields hit new highs — MarketWatch
21. 4:31 PM ETU.S. stocks down in final hour as 10-year Treasury yield climbs above 5.2% — MarketWatch
22. 4:31 PM ETAMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion — CNBC World
23. 4:31 PM ETBoeing 737 Max 10 certification delayed by software issue, FAA says — CNBC
24. 4:31 PM ETTrump announces plan for $15 billion steel plant, would be largest in U.S. history — CNBC
25. 5:02 PM ETDow, S&P 500 and Nasdaq close lower as Treasury yields keep climbing — MarketWatch

US equities slipped on Monday, with the Dow, S&P 500 and Nasdaq 100 all closing lower as the 10-year Treasury yield rose past 5.2%. The move came as AMD’s $8.2 billion acquisition of World Labs and Nvidia’s $150 billion share-buyback plan kept AI dealmaking in the headlines, while SpaceX’s first orbital Starship launch added to the day’s news. Today's session is closed. The US PCE inflation report lands Wednesday, September 30. The US jobs report is scheduled for Friday, October 2. Tuesday, September 29, and Thursday, October 1, are also ahead.

AI-generated at that day's close, from the week's data to that point. Informational only — not investment advice.