Tuesday, September 29, 2026

AI-generated from this record only and gated so that every figure appears in it. Informational only — not investment advice.

Results reported that day

9 companies filed results with the SEC.

• Carmax IncKMX
• Concentrix CorpCNXC
• Uranium Energy CorpUEC
• Luvu Brands, Inc.LUVU
• Carnival Corp Ltd.CCL
• Fidelity Core Real Estate Fund—
• Legacy Education Inc.LGCY
• Netsol Technologies IncNTWK

1. Pre-open outlook4:02 AM ET

   A pre‑open outlook for the S&P 500, Nasdaq 100 and Dow Jones follows overnight moves as Treasury yields fell amid lingering inflation concerns and China posted its weakest industrial‑profit growth this year, expanding just 4.2% in August. This morning India readied a $25 billion deep‑tech fund as the United States and China race ahead, Luckin Coffee signaled a possible Middle‑East entry, and AMD disclosed a World Labs acquisition to boost AI. Investors will watch the US PCE inflation report on Wednesday, with the Friday non‑farm payrolls report also in view.

2. Midday check10:31 AM ET

   The Nasdaq opens higher as chip stocks lead. Carnival Corp updated its 2026 outlook, expecting operational improvement of more than $150 million in adjusted net income. On Tuesday, September 29, the US stock market is open, with a regular session in progress. Attention now turns to Wednesday's US PCE inflation report.

3. Closing wrap6:32 PM ET

   U.S. stocks ended lower, though away from intraday lows, after the Fed’s Williams said rate hikes can wait. Microsoft was on track for its biggest quarterly gain in 28 years, while Nvidia’s historic buyback highlighted a sharp split in Big‑Tech sentiment. Traders who had priced in back‑to‑back Fed hikes may have been ahead of the curve, as prediction‑market data suggested September job growth exceeded economists’ estimates. All eyes now turn to the Fed’s preferred PCE inflation report on Wednesday.

   Show the original generated text

   U.S. stocks ended lower, though away from intraday lows, after Fed Governor Christopher Williams said rate hikes can wait. Microsoft was on track for its biggest quarterly gain in 28 years, while Nvidia’s historic buyback highlighted a sharp split in Big‑Tech sentiment. Traders who had priced in back‑to‑back Fed hikes may have been ahead of the curve, as prediction‑market data suggested September job growth exceeded economists’ estimates. All eyes now turn to the Fed’s preferred PCE inflation report on Wednesday.

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 ETDow, S&P 500 and Nasdaq close lower as Treasury yields keep climbing — MarketWatch
2. 4:02 AM ETU.S., China agree to $60 billion in tariff cuts. But rare earths remain a snag. — MarketWatch
3. 4:02 AM ETTreasury yields move lower as inflation concerns persist — CNBC World
4. 4:02 AM ETAMD makes a big bet on the next era of AI with World Labs acquisition — MarketWatch
5. 4:02 AM ETAnthropic’s potential $2 trillion IPO comes with the following fine print — MarketWatch
6. 4:02 AM ETU.S., Iran hold separate mediator talks as Mideast oil exports hit war-time high — CNBC World
7. 4:32 AM ETCNBC Daily Open: AI’s creators sound the alarm — while others keep building the infrastructure — CNBC
8. 5:02 AM ETPutin orders army expansion as Zelenskyy warns Russia preparing to deploy 10,000 North Korean troops — CNBC
9. 5:02 AM ETAnthropic warns investors of AI’s 'existential risk to humanity' in IPO prospectus, reports say — CNBC
10. 5:32 AM ETBoeing 737 Max 10 certification delayed by software issue, FAA says — CNBC
11. 5:32 AM ETHere’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub — MarketWatch
12. 6:01 AM ETMeta launches Muse for Small Business as Zuckerberg pushes beyond consumer AI market — CNBC
13. 7:02 AM ETShell backs $23 billion LNG Canada expansion in boost to Carney's ‘energy superpower’ push — CNBC
14. 7:31 AM ETNvidia's record buyback shows chipmaker's stock is too cheap for CEO Huang to resist — CNBC
15. 8:31 AM ETMistral CEO says U.S. AI safety debate masks competitors’ 'negligence' — CNBC World
16. 9:31 AM ETAmerica's Canadian import restrictions come into force. Here are the products barred from entry — CNBC World
17. 9:31 AM ETHouse Speaker Johnson says he hopes AI guardrails are 'voluntary' amid Congress inaction — CNBC
18. 10:02 AM ETNasdaq opens higher as chip stocks lead; oil, bond yields hold steady — MarketWatch
19. 10:02 AM ETEconomic calendar: data on home prices, consumer confidence and job openings — MarketWatch
20. 10:31 AM ETJamie Dimon has a plan to revive the West: A 'big, beautiful' deal with Europe — CNBC World
21. 11:03 AM ETConsumer optimism slides sharply as fears escalate over rising prices and jobs — CNBC
22. 3:31 PM ETNasdaq bounces into green in final hour of trading as stocks pare losses — live — MarketWatch
23. 3:31 PM ETThe Fed's main inflation measure will be released Wednesday. Here's what to expect — CNBC World
24. 3:31 PM ETJob openings are low, hiring is weak: The U.S. labor market won’t improve soon — MarketWatch
25. 3:31 PM ETOpenAI launches rival to Meta’s Muse, as battle over AI agents kicks into gear — MarketWatch
26. 3:31 PM ETFord CEO says it's 'too late' for Europe to fend off Chinese automakers, but not U.S. — CNBC
27. 4:04 PM ETThe real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think — MarketWatch
28. 4:32 PM ETU.S. stocks end down, but off lows, as Fed's Williams says rate hikes can wait — MarketWatch
29. 4:32 PM ETTraders expecting a back-to-back rate hike from the Fed in October may have gotten ahead of themselves — MarketWatch
30. 4:32 PM ETPrediction market traders think the U.S. added more jobs in September than economists estimate — CNBC
31. 5:01 PM ETNvidia’s historic buyback announcement underscores a sharp divide in Big Tech — MarketWatch
32. 5:01 PM ETTraders expecting back-to-back Fed rate hikes may have gotten ahead of the game — MarketWatch
33. 5:31 PM ETNvidia’s historic buyback announcement underscores a sharp divide in Big Tech — MarketWatch
34. 5:31 PM ETMicrosoft’s stock is on track to post its biggest quarterly gain in 28 years — MarketWatch
35. 5:31 PM ETGoldman Sachs CEO succession planning faces one big problem — CNBC

Monday saw the Dow, S&P 500 and Nasdaq 100 all close lower as the 10‑year Treasury yield rose past 5.2%, with AMD’s $8.2 billion acquisition of World Labs, Nvidia’s $150 billion share‑buyback plan and SpaceX’s first orbital Starship launch dominating headlines. Tuesday’s market ended down, though it recovered from earlier lows after Fed’s Williams said rate hikes can wait; Microsoft was on track for its biggest quarterly gain in 28 years and the 30‑year Treasury yield climbed to its highest level since 2002. According to the Federal Reserve’s H.15 release, the 10‑year Treasury yield stood at 5.24% and the 30‑year at 5.56% as of Monday, September 28. Wednesday will bring the U.S. PCE inflation report, the Fed’s preferred gauge. Friday will feature the U.S. jobs report (non‑farm payrolls).

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