Both official Nasdaq calendars confirm that today was a regular United States trading session.
CAMS Closing Market Recap.
Friday, September 25, 2026.
Good evening.
Both official Nasdaq calendars confirm that today was a regular United States trading session.
Stocks finished higher, but the rebound was more selective than the headline numbers suggest. The S and P 500 gained about 0.5% to 7,743. The Nasdaq Composite rose about 0.5% to 27,069. The Dow added about 0.9% to 51,829, while the Russell 2000 rose about 0.2% to 2,841.
Breadth did not confirm the index gains. The official Nasdaq screener counted 2,043 decliners and 1,563 advancers on Nasdaq. New York Stock Exchange listings had 1,724 decliners and 888 advancers. Listed-share volume was about 7.29 billion shares on Nasdaq and 5.38 billion shares on the New York Stock Exchange.
Artificial-intelligence shares did much of the lifting. The semiconductor fund gained about 1%, the industrial sector fund rose about 0.9%, and the technology sector fund added about 0.8%. Microsoft gained about 3.7%. The company announced new Copilot tools for home, coding, and autonomous work. Akamai rose about 3.2%. Reuters reported an $11.6 billion cloud-services agreement with Anthropic.
Communication services, energy, and real estate lagged the sector map. Oracle fell about 1.8%. Investors also weighed a reported power-delay risk at Project Jupiter. Oracle said the data-center campus remained on schedule, and Blue Owl said its financial commitments were unchanged.
Oil supplied some relief. West Texas Intermediate crude fell about 2.3% to $92.41 a barrel, and Brent crude was near $97.44. Reports of continued United States and Iranian talks helped, but no completed agreement had been announced.
Rates remained the constraint. The ten-year Treasury yield reached about 5.23% before ending near 5.18%. The dollar index eased to about 100.99. Gold rose about 0.7% to $4,327 an ounce, while the V I X fell about 5.4% to 14.83.
The economic details were mixed. August durable-goods orders were virtually unchanged at $338.6 billion, while nondefense capital-goods orders rose 1.2% to about $100 billion. Final September consumer sentiment fell to forty-eight point one from fifty-one point seven in August, and one-year inflation expectations rose to 4.6% from 4%.
The close confirms that artificial-intelligence demand can still support the major indexes. It does not erase the warning from weak breadth, a ten-year yield above 5%, or the unresolved energy and data-center power risks. Broader participation and lower long-term yields would make this rebound more convincing.
Market analysis, not personalized investment advice.
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