Iran Diplomacy Advances As Rates Stay Elevated

Progress in US-Iran talks over the Strait of Hormuz collided with a Bank of Japan rate hike and fresh signs of strained consumer finances to close out a volatile week.

Daily market report for Sep 25, 2026, with the industry groups and stocks behind each story.

• Crude Oil
• Oil Tankers
• Oil Production
• S&P 500
• Artificial Intelligence
• Refining
• Sports Betting
• Data Analytics
• Regional Bank
• Homebuilders
• Base Metals
• Metals and Mining
• Gold
• Gold Mining
• Casino
• Active M&A Strategy
• Rare Earth Elements
• Global Trade
• Cloud Infrastructure
• AI Infrastructure
• Housing Market
• Temporary Staffing
• Japan Companies
• Foreign Banks
• Mortgage Lending
• Consumer Discretionary
• Retail
• Pharmaceuticals
• GLP-1 Agonists
• AI Software
• Venture Capital
• Footwear
• Apparel
• Electrical Equipment
• Data Centers
• China Companies
• Technology Sector
• Real Estate Services
• FRO – Frontline Ltd
• STNG – Scorpio Tankers Inc
• VLO – Valero Energy Corporation
• XOM – Exxon Mobil Corp
• CVX – Chevron Corp
• OXY – Occidental Petroleum Corporation
• META – Meta Platforms Inc.
• JPM – JPMorgan Chase & Co
• CAT – Caterpillar Inc
• USO – United States Oil Fund
• RTX – RTX Corporation
• GENI – Genius Sports Ltd
• DKNG – DraftKings Inc
• TLT – 20+ Year Treasury Bond (iShares)
• FCX – Freeport-McMoran Copper & Gold Inc
• SCCO – Southern Copper Corporation
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• MGM – MGM Resorts International
• MP – MP Materials Corp
• BA – The Boeing Company
• AKAM – Akamai Technologies Inc
• DLR – Digital Realty Trust Inc
• DHI – DR Horton Inc
• LEN – Lennar Corporation
• ADP – Automatic Data Processing Inc
• MAN – ManpowerGroup Inc
• EWJ – Japan (MSCI, iShares)
• MUFG – Mitsubishi UFJ Financial Group Inc ADR
• RKT – Rocket Companies Inc
• UWMC – UWM Holdings Corp
• XLY – Consumer Discretionary Sector (SPDR)
• TGT – Target Corporation
• NVO – Novo Nordisk A/S
• LLY – Eli Lilly and Company
• GTLB – Gitlab Inc
• PATH – Uipath Inc
• NKE – Nike Inc
• ETN – Eaton Corporation PLC
• VRT – Vertiv Holdings Co
• GOOGL – Alphabet Inc Class A
• BIDU – Baidu Inc
• MSFT – Microsoft Corporation
• DELL – Dell Technologies Inc