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Stock Market 26 September 2025 - 27 September 2025

AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

AI-related equities continued their blistering run in late September. After weeks of outflows, U.S. stock funds drew fresh cash – about $12.1 billion in the week to Sept. 24 – as Nvidia’s OpenAI deal rekindled investor appetite reuters.com. Barclays’ Ajay Rajadhyaksha commented that the “AI revolution, Fed cuts and fading tariff uncertainty will all support growth”, suggesting AI mega-cap stocks could keep outperforming bonds and the broader market reuters.com. Supporting this, a Reuters analysis noted that a select “AI basket” of giants has climbed ~30% so far this year versus only 8% for the rest of the S&P 500 reuters.com. Tech indexes flirted with record highs as investors bid up names tied to generative AI, despite concerns about elevated valuations. For example, Nvidia’s 10-year gain is roughly 350×, and Oracle’s recent cloud-forecast surge added some $250B to its market value reuters.com – evidence of an “AI frenzy” that some analysts liken to a bubble reuters.com reuters.com.
Fastest PC Chip Ever? Qualcomm’s New Snapdragon X2 Takes Aim at Apple and Intel

Fastest PC Chip Ever? Qualcomm’s New Snapdragon X2 Takes Aim at Apple and Intel

Qualcomm announced the Snapdragon X2 Elite and Elite Extreme at its annual Snapdragon Summit 2025 in Maui, marking a major push to challenge Apple and Intel in laptop processors Ieee. These new chips target “ultra-premium” Windows 11 notebooks – think high-end laptops and 2-in-1s – promising a combination of top-tier speed, on-device AI smarts, and long battery life Tistory. It’s a bold gambit by Qualcomm, which after “well over a decade” of effort finally gained traction in Windows PCs last year Theverge with the first-gen Snapdragon X Elite. That initial success “put Intel and AMD on notice” about Arm-based PCs Theverge. Now the Snapdragon X2 aims to up the ante, launching in two variants designed to push performance even further.
27 September 2025
Iran’s Rial Crisis Deepens: USD Soars Past 1.08 Million on Black Market Amid Sanctions Fears (قیمت دلار)

Iran’s Rial Crisis Deepens: USD Soars Past 1.08 Million on Black Market Amid Sanctions Fears (قیمت دلار)

Iran’s currency regime is highly tiered. State-backed exchange systems quoted about 561,700 rials per $1 on Sept 27 trend.az. In currency shops and the NIMA forex platform, $1 was around 692,500–719,800 rials during Sep 25–27 trend.az trend.az. By contrast, the free market rate was vastly weaker – ~1,050,000–1,085,000 rials per $1. Bonbast and alanchand trackers showed prices spiking to ~1,085,500 IRR on Sept 26 intellinews.com criticalthreats.org and holding above 1.08 million on Sept 27 trend.az trend.az. In short, Iranians needed roughly twice as many rials to buy a dollar on the street as official quotes implied.
27 September 2025
Crinetics (CRNX) Stock Skyrockets on FDA Approval – Full 2025 Investor Update

Crinetics (CRNX) Stock Skyrockets on FDA Approval – Full 2025 Investor Update

Crinetics stock has been volatile but trending upward in 2025, with the recent FDA catalyst propelling it sharply higher. On September 26, 2025, CRNX closed around $45–$46, up roughly +28% in a single day reuters.com. This spike followed the Palsonify approval news and likely a short squeeze, given the high short interest prior to the decision marketbeat.com marketbeat.com. The one-year trading range spans $24.10 – $62.53 marketbeat.com, meaning the stock is now nearly double its 52-week low and about 26% below its 2023 high. In other words, even after the recent surge to the mid-$40s, CRNX trades mid-range of its past year’s spectrum.
Mirion Technologies (MIR) Surges on $585 Million Nuclear Deal – What Investors Need to Know

Mirion Technologies (MIR) Surges on $585 Million Nuclear Deal – What Investors Need to Know

Mirion Technologies – a leader in radiation detection and measurement for the nuclear energy and medical sectors – has been making headlines with its stock price and strategic moves nasdaq.com. The Atlanta-based company’s shares have surged in 2025, vastly outperforming the broader market. This past week, Mirion’s stock rallied to fresh highs, buoyed by a flurry of positive news. On September 26, the stock opened nearly 7% higher and continued climbing on heavy volume marketbeat.com. It finished the day around $23.7 – capping an ~11% single-day jump marketscreener.com.
Electronic Arts Stock Skyrockets on $50 Billion Buyout Rumors – Latest Price & Outlook (Sept 2025)

Electronic Arts Stock Skyrockets on $50 Billion Buyout Rumors – Latest Price & Outlook (Sept 2025)

Electronic Arts finds itself at a pivotal moment. On one hand, the company’s fundamentals are solid – it has globally popular franchises, a growing stream of digital and recurring revenues, and a history of profitability and shareholder returns. Its stock performance has reflected that steady strength, with significant gains over the past year and hitting new records. On the other hand, the sudden buyout talks signal that outside investors see even more value in EA than the public markets have recognized. A $50 billion deal, if it comes, could reward current shareholders with a rapid payoff at a premium. If no deal materializes, EA will need to justify its now-elevated share price the old-fashioned way: by delivering on upcoming game launches and financial targets. Key things to watch in the coming months will be whether Battlefield’s new installment and the next slate of EA Sports titles live up to the hype, and whether EA can navigate the cost pressures that have been squeezing margins.
IREN Stock Today (Sept 26, 2025): AI Cloud Moonshot Meets Wall Street Reality Check—Is the Rally Just Pausing or Running Out of Fuel?

IREN Stock Today (Sept 26, 2025): AI Cloud Moonshot Meets Wall Street Reality Check—Is the Rally Just Pausing or Running Out of Fuel?

IREN shares are sharply lower after JPMorgan cut the stock to Underweight, even as it lifted its price target to $24 from $16—a call that implies sizable downside from recent levels following a torrid run. The note, summarized by multiple outlets, frames valuation as stretched relative to execution risk in high‑performance compute build‑outs. Investing.com+1
26 September 2025
Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

1) The data that mattered: PCE & spendingMarkets exhaled as the Fed’s preferred inflation gauge arrived exactly as expected: headline PCE +0.3% m/m, core +0.2% m/m. Treasury yields drifted lower, with the 10‑yr near 4.18% and the 2‑yr around 3.65%, signaling relief that there was no upside shock. Futures ticked higher on the print. Reuters
Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

After a solid run earlier in 2025, Boeing’s stock hit some turbulence in September. As of Sept 26, BA shares trade around $213–$214, roughly where they stood one month ago, but they have seesawed in between. Over the past week, the stock has been volatile yet range-bound: it opened the week near $217, dipped mid-week, and settled in the low $210s by Thursday’s close. This choppiness reflects a tug-of-war between positive news and lingering concerns.
26 September 2025
Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer’s stock has struggled in 2025, hovering near multi-year lows. At ~$23.60 per share in late September, PFE has declined about 9% since January, underperforming the S&P 500 and lagging the broader healthcare sector. Over the past 12 months, the stock is down roughly 18%. The 52-week high was $30.43, and shares now sit not far above their year’s low of $20.92 stockanalysis.com. By market capitalization, Pfizer remains one of the world’s largest pharmaceutical companies, but its valuation has compressed significantly from pandemic-era peaks.
SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

Snap’s 1.34% gain to $8.33 on Sept 25 stood out in a weak tape, with ~247M shares trading. The session left SNAP still well below its 52‑week peak, but the resilience contrasts with declines across mega‑cap peers that day. That divergence sets up a near‑term narrative where company‑specific news can temporarily outweigh macro drag. MarketWatch+1
26 September 2025
RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

Strategic aim: Management is steering fresh equity toward debt reduction, specifically highlighting the 8.00% notes due 2027. If all base proceeds went against those notes, annual interest expense could fall by ~$30.5M, before fees and taxes. The greenshoe option can also be used by underwriters for price stabilization in the aftermarket. deepwater.com
26 September 2025
DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

Datavault AI — the former WiSA Technologies that rebranded in February 2025 — secured a headline‑grabbing $150 million commitment from Scilex, delivered in Bitcoin. The company frames the deal as jet fuel for AI‑driven data monetization, saying the capital will build out a supercomputer footprint and launch independent data exchanges targeting high‑trust markets like biotech. Yahoo Finance+1