Your Daily Market Brief

September 28, 2026

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Market Wrap: Stocks, Bonds, Commodities

On Friday, U.S. stocks advanced, with the S&P 500 gaining 39 points (+0.51%) to 7,743, the Nasdaq 100 up 129 points (+0.42%) to 30,608, and the Dow Jones up 478 points (+0.93%) to 51,828.

The U.S. 10-year Treasury yield eased 4.1 basis points to 5.167% after charging higher for two straight sessions.

Microsoft (MSFT) jumped 3.66% and Apple (AAPL) rose 1.53%, while Meta Platforms (META) retreated 3.31% and Tesla (TSLA) dropped 1.57%.

Most semiconductor names advanced, with ON Semiconductor (ON) rising 5.54%, Qualcomm (QCOM) up 3.97%, and Applied Materials (AMAT) up 2.27%.

Micron Technology (MU) closed 0.16% higher. The chipmaker is scheduled to report quarterly results after the market close on Wednesday (September 30).

However, Intel (INTC) fell 3.45%.

Dell Technologies (DELL) jumped 5.54% after unveiling a 999-dollar XPS laptop built around Google’s Gemini artificial intelligence (AI) and Android integration.

Bloom Energy (BE) rose 8.27% after Oracle reaffirmed its commitment to a 2.8-gigawatt fuel-cell project with the company.

Akamai Technologies (AKAM) gained 3.20% after announcing a seven-year cloud computing agreement with Anthropic worth 11.6 billion dollars.

In Europe, the DAX 40 advanced 0.56% and the FTSE 100 was up 0.14%, while the CAC 40 dipped 0.04%.

Over the weekend, U.S. President Donald Trump said he rejected an Iranian proposal to end fighting and reopen the Strait of Hormuz, adding that the U.S. has total control of the strait.

In early Asian trading hours on Monday, U.S. WTI crude futures added 1% to 93.51 dollars a barrel, and spot gold eased back to 4,265 dollars an ounce.

Market Wrap: Forex

On Friday, the yen surged, with USD/JPY plunging 154 pips to 157.30. U.S. Treasury Secretary Scott Bessent said he discussed the desirability of a strong yen with Japanese Finance Minister Satsuki Katayama.

Regarding U.S. economic data, durable goods orders were unchanged in August (vs -0.4% expected).

In early Asian trading hours on Monday, USD/JPY traded higher to 157.65.

EUR/USD traded lower to 1.1380, GBP/USD dipped to 1.3229, and AUD/USD eased to 0.7013.

USD/CHF climbed further to 0.8296, and USD/CAD was up to 1.4153.

Bitcoin was little changed at 84,100 dollars.

Morning Trading

In Asian trading hours, EUR/USD edged higher to 1.1388, and GBP/USD rebounded to 1.3242.

Meanwhile, USD/JPY climbed to 157.75.

Gold extended its decline to 4,208 dollars, its lowest level since early August.

Bitcoin fell to 83,489 dollars.

Expected Today

In the U.S., the Dallas Fed Manufacturing Index is expected to drop to 1.0 in September.

Web TV from Trading Central

GBP/USD Intraday: Bullish Bias Above 1.3214

GBP/USD intraday remains bullish above the key support at 1.3214.

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