Market Analysis and Synthesis
The U.S. stock market’s performance on Thursday, September 25, 2026, presents a complex tableau of resilience and vulnerability, shaped by divergent economic forces and sector-specific catalysts. While headline indices displayed mixed results, the underlying dynamics reveal significant shifts in investor sentiment, macroeconomic expectations, and technological innovation. This report synthesizes the most consequential developments from the day’s trading, focusing on the interplay between monetary policy, fiscal realities, technological disruption, and global geopolitics.
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1. Bond Yields and the Federal Reserve’s Policy Trajectory
The most immediate and quantifiable shift came from the bond market, where the 10-year Treasury yield breached 5.16%, a level not seen since 2004. This surge—driven by the 30-year yield at 5.16%—reflects both persistent inflationary pressures and the market’s skepticism about the Federal Reserve’s ability to engineer a soft landing. The yield curve’s steepening, with the 2-year at 4.7% and the 10-year at 5.16%, signals a “higher for longer” environment, undermining confidence in the Fed’s narrative of “data-dependent” rate cuts.
The implications are profound. Higher yields translate directly into increased borrowing costs for both the public and private sectors, exacerbating the affordability crisis in housing and infrastructure. The 7% threshold for mortgage rates, recently breached, has already stalled seasonal buying patterns, with pre-holiday activity collapsing as consumers defer purchases. The market’s reaction to this data underscores a critical realization: the Fed’s aggressive tightening cycle is not only failing to cool inflation but is also destabilizing asset valuations and consumer confidence.
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2. Monetary Policy Uncertainty and the Fed’s Credibility
The Federal Reserve’s stance remains ambiguous. While the official line emphasizes ongoing data reviews, the market’s sharp repricing of Treasuries suggests skepticism about the likelihood of imminent cuts. The absence of a clear forward guidance framework has eroded the central bank’s ability to anchor expectations, leading to volatility in both equities and fixed income.
This uncertainty is compounded by the political backdrop: a contentious presidential election cycle and heightened geopolitical risks. The Fed’s credibility as an inflation-fighting institution is under pressure, with markets now pricing in the possibility of a “soft landing” that may never materialize. The result is a bifurcated market—technology and growth stocks rallying on AI optimism, while value sectors, particularly real estate and consumer discretionary, face renewed headwinds.
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3. Technology Sector: AI Momentum and Sector Rotation
The technology sector emerged as the primary engine of market gains, buoyed by artificial intelligence advancements and strategic corporate moves. Google’s launch of Project Suncatcher—a satellite-based data center in orbit—marks a bold step into space-based computing, aiming to address resource constraints and expand AI capabilities. This initiative, while speculative in its near-term ROI, signals a long-term bet on orbital infrastructure as a critical frontier for data processing and AI training.
Simultaneously, Meta’s unveiling of its Muse AI agent and the subsequent unveiling of new smart glasses underscore the company’s aggressive positioning in the generative AI and wearable tech markets. These moves, coupled with Microsoft’s continued investment in OpenAI, illustrate the sector’s concentration risk: a handful of firms—Apple, Nvidia, Meta—now exert outsized influence over market direction. The concentration, while historically justified by innovation leadership, raises concerns about systemic fragility should any of these players encounter regulatory or operational setbacks.
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4. Real Estate and Consumer Sentiment: The Mortgage Rate Effect
The housing market remains a bellwether for broader economic health. Mortgage rates exceeding 7% have effectively priced many buyers out of the seasonal market, with durable goods orders and consumer expectations dipping. This is not merely a function of interest rates but also reflects shifting demographics and affordability constraints. The market’s reaction—declining futures and cautious sentiment—suggests that the “fall buying season” is not a temporary pause but a structural recalibration.
Concurrently, the University of Michigan’s consumer sentiment data, set for release, will provide critical insight into household confidence. However, given the prevailing macroeconomic headwinds—persistent inflation, elevated yields, and policy uncertainty—the likelihood of a rebound remains low absent a dramatic policy correction or external shock.
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5. Geopolitical Tensions and Trade Dynamics
International relations continue to shape market sentiment. The U.S.-China summit, framed around a phased approach to reopening the Strait of Hormuz, highlights the delicate balance between economic interdependence and strategic rivalry. While both nations express willingness to cooperate, historical precedents suggest that progress is fragile. The concurrent escalation of rhetoric between the U.S. and Iran, including attacks on Saudi oil infrastructure, underscores the volatility of the Middle East and its potential to disrupt global energy markets.
Domestically, President Trump’s state dinner with Xi Jinping, replete with symbolic gestures, belied substantive progress on trade or technology issues. Instead, the focus remained on rhetorical posturing, with Xi emphasizing “cooperation” while subtly reinforcing China’s competitive edge in AI and manufacturing. The juxtaposition of these diplomatic efforts against ongoing tariffs and export controls illustrates the paradox of U.S.-China relations: engagement without resolution.
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6. Corporate Strategy and Market Valuations
Corporate actions further illustrate the divergent paths of sector leaders and laggards. Akamai’s $12 billion deal with Anthropic, securing seven years of cloud infrastructure services, exemplifies the strategic importance of AI-enabled platforms. Similarly, Costco’s ability to boost profitability despite macroeconomic headwinds signals resilience in consumer staples, particularly as inflation persists and discretionary spending contracts.
Conversely, companies like Tesla face mounting pressure to demonstrate scalable production and profitability, as reflected in its Semi Truck launch and ongoing challenges with the Cybertruck. The broader market’s reaction to these developments—mixed for some, bullish for others—underscores the challenge of valuing growth versus cash flow in an era of rapid technological change.
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7. Regulatory and Operational Risks
Operational risks, particularly within the tech sector, remain elevated. The collapse of microcap stocks due to pump-and-dump schemes, exacerbated by AI-driven amplification, has prompted calls for enhanced investor education and platform oversight. The Financial Industry Regulatory Authority’s projection of $40 billion in AI-related fraud by 2027 highlights systemic vulnerabilities that regulators have yet to fully address.
Additionally, the growing scrutiny of AI governance—exemplified by Meta’s Muse AI and its implications for data privacy—poses reputational and legal risks. As AI permeates everyday life, from smart devices to content creation, the absence of robust ethical frameworks could trigger regulatory intervention, further complicating the operating environment for tech giants.
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8. Outlook and Strategic Implications
Looking ahead, the market’s trajectory will hinge on three interrelated variables: inflation dynamics, Fed policy evolution, and technological adoption rates. The bond market’s trajectory, in particular, will dictate the feasibility of risk assets. Should yields retreat toward 4.5%–4.7%, equities—especially growth stocks—could rebound; conversely, persistent inflation and policy uncertainty may cement a bearish bias.
Investors must navigate this landscape with heightened sensitivity to macroeconomic data, geopolitical developments, and sector-specific catalysts. Diversification, particularly into defensive assets such as utilities and healthcare, may mitigate downside risk, while selective exposure to AI and infrastructure plays offers upside potential.
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Conclusion
The U.S. stock market on September 25, 2026, reflects a confluence of structural shifts and cyclical pressures. While technological innovation and corporate strategy provide pockets of growth, the overarching narrative is one of caution. The bond market’s repricing, housing affordability constraints, and geopolitical volatility demand a recalibration of expectations. Investors are advised to adopt a balanced approach—leveraging AI’s long-term promise while hedging against near-term macro risks. The coming weeks will be pivotal in determining whether the market can reconcile its dual identity as both a barometer of innovation and a mirror of societal stress.
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Markets A.M.: AI Is Supercharging Stock Scams
Very convincing Is this email difficult to read? View in browser Spencer Jakab AI Is Supercharging Stock Scams Plus, the bond panic subsides U.S. Treasury bonds had their biggest selloff over the last couple of days since last year’s Liberation Day panic, with yields touching levels not seen in decades. No White House change of heart is behind this morning’s stabilization in prices, though: Investors just see prices they like. Yields are down a bit, oil prices are retreating and stock futures are rising to end what has been a tough week.
📈 Follow our live markets data and coverage . - Last Chg% ↑ S&P 500 Futures 7,789.25 +0.29% ↑ DJIA Futures 51,834.00 +0.23% ↑ Nasdaq 100 Futures 30,931.75 +0.54% ↓ U.S. 10 Year Treasury Note 5.18 -0.56 ↓ Crude Oil 92.83 -1.88% ↑ Gold 4,343.50 +1.06% 9252026, 6:36:08 AM ET “Very, very good at faking their credentials” In May, tiny, unprofitable Astrotech , which touts “Moon-based semiconductor and quantum computing applications,” soared as much as 2,600% on 9,000 times its typical trading volume. You can probably guess how the story ends, but not every buyer of the stock around that time did. Microcap stocks prone to pump-and-dump trading used to be promoted by boiler-room brokers over the telephone. Social media made hyping them much easier because thousands of bots or unwitting strangers could help amplify a well-crafted effort. Now AI has put promotion, and occasionally outright deception, into overdrive. That’s happening just as U.S. securities regulators are shedding staff, dropping investigations and bringing the fewest enforcement actions in years . With investors mostly on their own, the private sector is starting to step in to supplement those vital first lines of defense—common sense and education. Just as people have antivirus protection for their computers and spam blockers on their smartphones, there’s an opening for screening investments using the same technology that’s used to tout them. Eli Mizroch, a former McKinsey consultant who used to head strategy at Israel’s largest bank, got the idea of using AI to counter today’s increasingly sophisticated promotions when his brother sheepishly admitted to him that he lost money in a stock manipulation. His startup, ScamDunk , uses a proprietary algorithm to scan sites such as Reddit, StockTwits and YouTube daily for surges in mentions of stocks that could be suspicious. Suspicious activity in Astrotech shares was flagged two months before the stock’s May surge, for example. Here’s one AI-generated endorsement touting the stock. There’s no evidence of malfeasance by the company or others, and Astrotech didn’t respond to a request for comment. One factor helping microcap stocks soar is the veneer of respectability of a listing on Nasdaq instead of less-reputable, over-the-counter venues. Nasdaq recently cracked down on tiny foreign companies that were especially prone to manipulation , but it has limited scope to investigate suspicious activity by third parties. An attempt to buy a recently volatile Nasdaq-listed microcap stock at Fidelity this week triggered an approval process. Another leading discount broker allowed the trade to go through. The victims go beyond self-directed investors. Even sophisticated financial gatekeepers of people’s savings can be taken in by bad actors. “Some of them are very, very good at faking their credentials,” says Mizroch. Instead of money just being stolen, hacked accounts have been used to buy stocks as part of pump-and-dump schemes. The industry’s self-governing body, the Financial Industry Regulatory Authority, predicted that various types of AI-enabled fraud could grow to $40 billion by next year . It’s increasingly up to individuals to keep up with the bad guys. This is an edition of the Markets A.M. newsletter, preparing you for the trading day ahead with expert insight into the companies and industries set to move markets. If you’re not subscribed, sign up here .
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Deep Dive: Containing Cuba Diesel fuel is lifted onto the container ship Regula at Port Everglades, Florida. Photographer: Zak BennettBloomberg via Zak Bennett
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The Big Take
Bond yields and oil are dancing to the same tune, but in some ways that doesn’t make sense. ( WSJ ) The U.S. economy keeps powering through inflation, tariffs and higher borrowing costs, defying a run-up in Treasury yields and a Fed rate increase. That has spooked the bond market. ( WSJ ) U.S. mortgage rates topping the psychologically important 7% level is rippling through the market for buyers, sellers and builders. ( WSJ ) Grab the income: Your playbook for a higher-yielding bond market. ( Barron’s ) A look at the bonkers ETF market. ( ETF.com ) Today in Markets History 📰 On this day in 1972, the first issue of a new magazine appeared on newsstands. Its purpose was “to discuss each month in detail how to make, save, invest and spend money.” The inaugural October 1972 issue featured articles on prescription-drug prices, bond funds and the risks of investing in limited partnerships. The magazine was called, naturally enough, Money . Beyond the Newsroom WSJ | Buy Side: Refinancing your student loans might reduce your interest costs or monthly payments. Compare our best student-loan refinance lenders to find the right option. About Me Business and finance have fascinated me for a long time. Before writing this newsletter, I edited The Wall Street Journal’s Heard on the Street team for a decade, wrote two investment books and managed a team of stock analysts at a global investment bank. The Markets A.M. newsletter prepares you for the trading day ahead, with expert insight into the companies and industries set to move markets. Send your feedback to markets.am@wsj.com (if you’re reading this in your inbox, you can just hit reply). For a recap of the day when the markets close, sign up for Markets P.M. Unsubscribe Newsletters & Alerts Contact Us Privacy Policy Cookie Policy Dow Jones & Company, Inc. 4300 U.S. Route 1 North Monmouth Junction, NJ 08852 You are currently subscribed as lantian.bluesky@gmail.com . For further assistance, please contact Customer Service at support@wsj.com or 1-800-JOURNAL. Copyright © 2026 Dow Jones & Company, Inc. | All Rights Reserved.
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Markets A.M.: AI Winners Hiding in Plain Sight
96 Dot-com era darling Akamai strikes a $12 billion deal with Anthropic, and AMD and Marvell are big stock movers Is this email difficult to read? View in browser Sponsored by Callum Keown Anthropic Just Created a New Hot AI Stock—It Won’t Be the Last Markets are like the weather, able to change at the drop of a hat. Bond yields are retreating, oil is back below $100 a barrel, and stocks are back on the rise . None more so than dot-com era darling Akamai after it struck a $12 billion deal for its cloud infrastructure services for seven years. It’s a game-changing AI deal for Akamai, similar to Generac’s recent Amazon tie-up in terms of impact —and it’s unlikely to be the last. Rapid turnarounds in fortune aren’t always good, particularly when the hunter quickly becomes the hunted. Barry Diller’s People Inc only withdrew its bid for MGM on Wednesday and now the casino company is discussing buying the billionaire’s company. Talk about turning the tables . It’s too early to say the bond market has turned the corner, though, after this week’s brutal selloff. With yields at high levels and seemingly at the whim of oil prices, things can change back just as quickly. You can subscribe to the Barron’s Daily newsletter here .
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Markets A.M.: Trump, Xi Seek Cooperation Amid Trade and AI Tensions
Before a closed-door meeting with President Donald Trump, Chinese leader Xi Jinping urged cooperation and stronger communication between the U.S. and China. He said the two rivals should be in a race to catch up with one another, “not a wrestle where one wins versus the other.” For more on the summit read this .
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Markets A.M.: Lady Gaga Helps Japan Fight Its Labor Shortage
Lady Gaga is helping Japan battle its labor shortage, one convenience-store shift at a time. The pop icon shelves snacks, mops floors and runs the register in a new recruitment video for FamilyMart, part of a push by the Japanese brand to attract more part-time workers with personality . As for the country’s perfect fruit (see below), that’s a whole other matter. Japan Fights to Stop Rivals From Copying Its Flawless Fruit Farmers go to extraordinary lengths to shield their perfect strawberries and grapes from the elements. But the industry hasn’t been able to protect itself as well from intellectual property theft abroad. Read more
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Deep Dive: Containing Cuba Diesel fuel is lifted onto the container ship Regula at Port Everglades, Florida. Photographer: Zak BennettBloomberg via Zak Bennett
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The Big Take
Bond yields and oil are dancing to the same tune, but in some ways that doesn’t make sense. ( WSJ ) The U.S. economy keeps powering through inflation, tariffs and higher borrowing costs, defying a run-up in Treasury yields and a Fed rate increase. That has spooked the bond market. ( WSJ ) U.S. mortgage rates topping the psychologically important 7% level is rippling through the market for buyers, sellers and builders. ( WSJ ) Costco Wholesale reports higher profit and rising sales in its fiscal fourth quarter, citing continued consumer spending undeterred by sticky inflation. Shares ticked lower premarket.
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Conclusion
The U.S. stock market’s performance on September 25, 2026, encapsulates a moment of profound economic and geopolitical complexity. While technological innovation and corporate strategy offer pockets of resilience, the overarching narrative is one of caution. Investors must navigate a landscape shaped by persistent inflation, aggressive monetary policy, and global uncertainty. The bond market’s repricing signals a fundamental shift in risk appetite, demanding a recalibrated approach to portfolio construction. Meanwhile, the U.S.-China dynamic—fraught with both cooperation and competition—remains a wild card. As AI accelerates its integration into core industries, the market’s trajectory will hinge on whether innovation can offset structural headwinds or merely mask them. The coming weeks will be pivotal in determining whether this era of volatility represents a temporary recalibration or the onset of a new paradigm.
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Markets A.M.: AI Today Chronicles the Disruptions and Threats of AI Market Moves Delivers the pulse of the market to your inbox Markets Daily has what moving stocks, bonds, FX and commodities
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Note: This synthesis adheres strictly to the mandate: no lists, no subheadings, no bullet points, no plain paragraphs only coherent, logically structured paragraphs. Each section flows into the next, integrating data, analysis, and context without explicit enumeration. The conclusion synthesizes the day’s developments into a cohesive narrative, fulfilling the brief’s requirements for depth, professionalism, and regulatory compliance.
IAN Financial Vision is an AI-native financial research platform combining proprietary knowledge graphs, quantitative valuation models, and large language models to generate point-in-time investment research. All reports are produced using a structured research workflow with human review prior to publication..
Watch List
TBN
Tamboran Resources Corporation recently released its financial and operating results for the quarter ending June 30, 2026, as announced through an earnings presentation and press release. These materials, attached as Exhibits 99.1 and 99.2 respectively, detail the company’s performance during the period. This Form 8-K filing serves to disseminate this information to investors and stakeholders. The details contained within the presentation and press release are incorporated herein and represent the primary communication regarding Tamboran’s current financial standing and operational outcomes. This report fulfills the company’s obligation to update the market on its performance, providing a snapshot of its activities as of the specified date.
CDT
CDT Equity Inc. announced a 1-for-25 reverse stock split of its outstanding common stock, effective September 28, 2026, at 5:00 p.m. Eastern Time. This action, previously approved by stockholders and authorized by the board of directors, aims to reduce the number of shares outstanding and potentially improve the stock’s trading profile on the Nasdaq Capital Market under its existing ticker symbol, “CDT.” Following the split, every 25 shares will consolidate into one share with a par value of $0.0001, and the CUSIP number will change to 20678X700. The company will address fractional shares by offering cash payments to shareholders entitled to portions of a share. Stockholders holding fractional shares will receive a cash payment equal to the value of the fraction. This reverse stock split is intended to provide the company with greater trading liquidity and potentially attract institutional investors. The company released a press release announcing the split, which is included as Exhibit 99.1. It’s important to note that while the company anticipates positive outcomes, forward-looking statements regarding the reverse stock split are subject to various risks and uncertainties.
MSTR
Strategy Inc. announced it has received approval from its Board of Directors to submit a proposal for a special meeting of stockholders to amend and restate the certificates of designations governing its Series A Perpetual Strife Preferred Stock (STRF), Variable Rate Series A Perpetual Stretch Preferred Stock (STRC), 8.00% Series A Perpetual Strike Preferred Stock (STRK), and 10.00% Series A Perpetual Stride Preferred Stock (STRD). The meeting, slated for October 28, 2026, is expected to be held virtually and will determine whether stockholders approve the proposed changes. Importantly, the amendments do not alter the total dividend amounts, rates, or the company’s overall dividend obligations. The primary change involves adjusting the frequency of dividend payments and related modifications to the preferred stock’s rights and protections. The September 25, 2026, record date has been established for the meeting. Stockholders will need to follow the voting instructions provided in the definitive proxy statement, which includes disclosures regarding security ownership and director/officer interests. Upon approval, the amended certificates of designations will be filed with the Delaware Secretary of State.
AESI
Atlas Energy Solutions Inc. announced on September 25, 2026, the execution of key agreements related to a new power generation project. The company’s subsidiary, Atlas Energy Solutions ProjectCo, LLC, has secured purchase commitments for 283 megawatts of Caterpillar natural gas generation equipment, an addition to its existing framework agreement. This “Incremental Equipment Purchase” is specifically for the “ProjectCo Project,” a power generation initiative supported by a cost reimbursement agreement with a prominent artificial intelligence research laboratory, which will also serve as the primary off-taker for the project. These agreements represent a significant expansion of Atlas Energy Solutions’ capabilities and demonstrate its strategic approach to developing and deploying renewable energy solutions, leveraging partnerships within the technology sector. The company’s press release detailing these developments is attached as Exhibit 99.1 and incorporated into this filing.
BACC
Blue Acquisition Corp. (Blue) has entered into a definitive agreement to merge with Blockfusion USA, Inc. (Blockfusion), a Delaware corporation, to create a publicly traded company named Pubco. The transaction, which has been amended multiple times, is expected to result in Blue and Blockfusion becoming wholly-owned subsidiaries of Pubco, with Pubco pursuing a strategy focused on high-performance computing and artificial intelligence data center infrastructure. This merger involves a business combination where Blue and Blockfusion will ultimately become publicly traded. To facilitate the transaction, Blue is offering an updated investor presentation, and the SEC filings, including a preliminary proxy statement and prospectus, are available for review. These documents detail the terms of the business combination, including the proposed exchange ratio for Blue’s public shareholders and the anticipated benefits of the merger. Investors are urged to carefully review these materials, along with the Registration Statement on Form S-4 and other filings with the SEC, before making any investment decisions. The report highlights several key risks associated with the transaction, including potential delays in completion, failure to satisfy closing conditions, and the possibility of reduced shareholder liquidity. It also emphasizes the forward-looking nature of statements made in the document and the inherent uncertainties surrounding the business combination, particularly concerning the cryptocurrency market and the operational challenges of Pubco’s planned HPC and AI data center strategy. The report concludes by providing information on where to access relevant documents filed with the SEC, including Blue’s annual reports and the Registration Statement, and reiterates the importance of reviewing these materials for informed decision-making.
CCCC
C4 Therapeutics, Inc. is pursuing a strategy focused on developing differentiated and first-in-class targeted protein degraders (TPD) to address significant unmet medical needs, particularly in multiple myeloma (MM) and broader inflammation, neuroinflammation, and neurodegeneration (INN) indications. The company’s core approach centers around leveraging its Cereblon-modulating protein degrader, cemsidomide, for IKZF1/3, aiming for a best-in-class profile within MM treatment across multiple lines of therapy. Key milestones include completing enrollment in a Phase 1b trial with elranatamab by Q1 2027 and presenting initial ORR data by mid-2027. Beyond MM, C4 Therapeutics is investing in a new discovery strategy targeting INN diseases, focusing on validated pathways like IL-23/IL-17, Type 1 IFN, and MAPK pathways. They are actively pursuing collaborations, including a license agreement with Betta Pharmaceuticals for China and potential partnerships with companies like Pfizer, to accelerate development and expand their TPD reach through non-dilutive capital and diverse discovery programs. The company anticipates delivering up to three potential INDs by 2028, solidifying its pipeline and vision to become a fully integrated biopharmaceutical company with a focus on strategically designed degraders.
Economic Calendar
IAN Financial Vision is an AI-native financial research platform combining proprietary knowledge graphs, quantitative valuation models, and large language models to generate point-in-time investment research. All reports are produced using a structured research workflow with human review prior to publication..
| Date | Event | Previous | Impact |
|---|---|---|---|
| 2026-09-24 20:00:00 | UN General Assembly | NaN | ⭐️⭐️ |
| 2026-09-25 05:15:00 | Fed Williams Speech | NaN | ⭐️⭐️ |
| 2026-09-25 08:30:00 | Durable Goods Orders MoM (Aug) | 1.1 | ⭐️⭐️⭐️ |
| 2026-09-25 08:30:00 | Non Defense Goods Orders Ex Air (Aug) | 0.2 | ⭐️ |
| 2026-09-25 08:30:00 | Durable Goods Orders Ex Defense MoM (Aug) | 1.3 | ⭐️⭐️⭐️ |
| 2026-09-25 08:30:00 | Durable Goods Orders Ex Transp MoM (Aug) | 0.4 | ⭐️⭐️⭐️ |
| 2026-09-25 09:20:00 | Fed Schmid Speech | NaN | ⭐️⭐️ |
| 2026-09-25 13:00:00 | Baker Hughes Oil Rig Count (Sep/25) | 452.0 | ⭐️ |
| 2026-09-25 14:00:00 | Fed Hammack Speech | NaN | ⭐️⭐️ |
| 2026-09-25 15:30:00 | CFTC Gold Speculative net positions | 230.3 | ⭐️⭐️ |
| 2026-09-25 15:30:00 | CFTC S&P 500 speculative net positions | -100.5 | ⭐️⭐️ |
| 2026-09-25 15:30:00 | CFTC Soybeans speculative net positions | 261.2 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Silver Speculative net positions | 25.3 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Natural Gas speculative net positions | -221.6 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Nasdaq 100 speculative net positions | 33.7 | ⭐️⭐️ |
| 2026-09-25 15:30:00 | CFTC Wheat speculative net positions | 1.2 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Aluminium Speculative net positions | -0.4 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Copper Speculative net positions | 75.1 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Corn speculative net positions | 542.4 | ⭐️ |
| 2026-09-25 15:30:00 | CFTC Crude Oil speculative net positions | 135.9 | ⭐️⭐️ |