NYSE News Roundup for September 23–24, 2025
- Record Run Stalls: Wall Street’s AI-driven rally snapped on Sept. 23 as major indexes fell (Nasdaq –0.95%, S&P 500 –0.6%, Dow –0.2%) after Fed Chair Jerome Powell warned of “no risk-free path” on rates and deemed stocks “fairly highly valued” investopedia.com 1 .
- Tech Leads Pullback: High-fliers like Nvidia plunged ~3% after hitting records, erasing Monday’s gains investopedia.com. Oracle sank 4% post-CEO shakeup, while Big Tech names from Amazon to Apple slipped investopedia.com 2 .
- Safe Havens Surge: Investors hedged risk amid Fed jitters – gold hit fresh all-time highs near $3,764/oz reuters.com and 10-year Treasury yields dipped to ~4.10% as caution set in reuters.com. Oil prices jumped on supply snags (Brent ~$67.8, +0.3%) fueling energy stocks investopedia.com 3 .
- Biggest Gainers & Losers: Halliburton (+7.3%) led S&P 500 advancers on rising crude investopedia.com, with McKesson (+6.4%) rallying after boosting profit forecasts investopedia.com. In contrast, Generac (-10%) plunged despite upbeat analyst views investopedia.com, Vistra (-6.3%) fell on a downgrade investopedia.com, and Regeneron (-4.7%) slid after a legal setback for its top drug 4 .
- Earnings Spark & AI Boom: Micron’s blockbuster earnings (record $11.3B Q4 revenue, +46% YoY) and upbeat AI-driven outlook sent its stock up ~3% after hours investopedia.com investopedia.com, lifting Nasdaq futures early Sept. 24 investing.com. CEO Sanjay Mehrotra touted “all-time highs” in data-center sales and “strong momentum” into 2026 5 .
- Deal Frenzy and M&A Moves: Media merger buzz intensified as Paramount Skydance (recent buyer of Paramount Global) reportedly eyes a bid for Warner Bros. Discovery in a mostly cash deal backed by the Ellisons investopedia.com. Earlier this month WBD shares surged 30% on the takeover rumor reuters.com. In real estate, Compass struck an all-stock $1.6 B acquisition of Anywhere Real Estate at an 84% premium, creating a $10 B brokerage giant with 340,000 agents worldwide realestatenews.com realestatenews.com. Meanwhile, the largest rail union endorsed Union Pacific’s proposed $85 B mega-merger with Norfolk Southern – a deal promising coast-to-coast rail efficiency but facing a lengthy 2-year review and opposition from some shippers and unions 6 .
- Fed Policy in Focus: The Fed’s first rate cut of 2025 (last week) has markets betting on more – futures put a 94% chance on another quarter-point cut in October 7
