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2026-09-25

Stocks rise on US-Iran peace hopes as oil slides, yields ease

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Size = market cap (square-root scaled within sectors) · Color = day's change · Click a sector name to zoom, a tile to open the stock
Zoom into Information TechnologyInformation TechnologyNVDA+0.2%AAPL+1.5%MSFT+3.7%AVGO+0.7%MU+0.2%AMD+0.2%INTC-3.5%PLTR-1.5%CSCO-0.3%ORCL-1.8%AMAT+2.3%LRCX+2.6%DELL+5.0%PANW-3.9%CRWD-2.9%ANET+0.4%TXN+2.7%KLAC+0.4%MRVL+1.1%SNDK+1.4%SHOP-2.0%APH+1.2%IBM-0.7%ADI+2.9%CRM-1.8%QCOM+4.0%WDC+1.4%STX+1.2%NOWFTNTGLW+1.7%ACN-0.7%DDOG+4.4%LITE+1.4%SNPS+0.2%HPE-0.9%CDNSADBEINTUMSIMPWRKEYSMSTRCIENTELTERMCHPWDAYROPJBLZoom into Communication ServicesCommunication ServicesGOOGL+0.5%GOOG+0.6%META-3.3%NFLX-0.8%DIS+0.6%VZ-0.5%TMUS+0.1%TAPPCMCSALYVTTWOTKORDDTECHOFOXAFOXOMCNWSZoom into FinancialsFinancialsBRK.BJPMVMABACMSGSWFCCAXPZoom into IndustrialsIndustrialsSPCX+0.4%Zoom into Consumer DiscretionaryConsumer DiscretionaryAMZN+0.1%TSLA-1.5%HD+0.3%MCDTJXSBUXABNBMELIMARDASHZoom into Health CareHealth CareLLY+0.1%JNJ+0.2%ABBVMRKUNHTMOZoom into Consumer StaplesConsumer StaplesWMT+0.4%COSTKOZoom into EnergyEnergyXOM-1.0%CVXZoom into UtilitiesUtilitiesZoom into Real EstateReal EstateZoom into MaterialsMaterials
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Market Summary

Market & SentimentMajor indexes closed higher, with the Dow up 0.94% and the S&P 500 up 0.54%, as hopes for a US-Iran diplomatic path pushed oil down about 3% and eased inflation worries. Breadth was positive (328 advancers vs. 167 decliners), but only 28% of stocks trade above their 50-day average, and 15 new lows outpaced 10 new highs, so the rally remains narrow.

Sectors & StocksTechnology led with a 0.96% gain, followed by industrials (+0.79%) and health care (+0.51%). Energy was the worst performer, down 0.88%, as crude slid on peace hopes. Among leaders, Dell jumped 5.01% on an analyst bull-case revision, Bloom Energy rose 8.27%, and Datadog gained 4.36%. Laggards included Palo Alto Networks (-3.89%), Intel (-3.45%), and Meta (-3.33%).

Rates, FX & CryptoThe 10-year Treasury yield eased 1 basis point to 5.17% after touching a 19-year high, while the 2-year fell 6 bp to 4.81%, steepening the 2s10s spread to 36 bp. The dollar was mixed: EUR/USD rose 0.32% and USD/SGD fell 0.22%, while USD/CNY was flat. Bitcoin slipped 0.2% to $84,085 and Ether gained 0.2%.

Earnings & AnnouncementsNo major companies reported today and FinDog made no view changes. Apple agreed to a $250 million settlement over Siri claims, and CrowdStrike disclosed that US prosecutors closed an investigation into its distributor deals without charges. Qualcomm rallied after extending its patent agreement with Apple. Carnival and Nike report tomorrow.

What to Watch Next Trading Day
  • Carnival and Nike earnings; US-Iran diplomacy headlines
  • Oil price reaction to peace talks
  • Treasury yields after 19-year high
Top News
  1. Oil drops 3% as US, Iran explore path out of war
    Crude fell about 3% on hopes for a diplomatic resolution to the US-Iran conflict, easing inflation pressure and supporting bonds while weighing on energy shares.
    Reuters09-25 01:11 UTC
  2. 10-year Treasury yield hits 19-year high
    The 10-year yield reached its highest since 2007, raising borrowing costs and pressuring equity valuations, though some investors see a buying opportunity in bonds.
    CNBC09-25 16:40 UTC
  3. Gold slips weekly as Fed rate hike expectations build
    Gold rose on the day but remained on track for a weekly loss as markets price in a more hawkish Fed, lifting real yields and weighing on non-yielding assets.
    Reuters09-25 02:23 UTC
  4. Apple to pay $250 million in Siri settlement
    Apple agreed to a $250 million class-action settlement over Siri and Apple Intelligence features in recent iPhones, covering a broad group of US buyers.
    AAPLYahoo09-25 19:08 UTC
  5. CrowdStrike probe closed without charges
    US prosecutors ended a criminal and civil investigation into CrowdStrike's distributor transactions without pursuing legal action, removing a legal overhang.
    CRWDYahoo09-25 18:05 UTC
  6. Qualcomm jumps as Apple extends royalty agreement
    Qualcomm rallied after Apple extended their patent licensing agreement, protecting a key revenue stream as Qualcomm expands into AI computing beyond smartphones.
    QCOMAAPLYahoo09-25 17:52 UTC
  7. Microsoft revamps Copilot for workplace AI
    Microsoft launched a reboot of Copilot, shifting focus from personal to workplace use, as scrutiny over AI spending grows and the company aims to control enterprise AI deployment.
    MSFTYahoo09-25 19:54 UTC
  8. Hormuz crude exports at 33.7 million barrels
    Crude oil exports through the Strait of Hormuz totaled 33.7 million barrels this week, a key supply route amid the US-Iran conflict, with disruptions a risk to global energy markets.
    Reuters09-25 03:49 UTC

Stories are selected and summarized by AI from the day's news coverage. Click a headline to read the original. Not investment advice.

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