🔔 After the Bell
🎯 Session Review
Friday served up a classic mixed bag. The S&P 500 nudged up 0.17% to 7,650.50 and the Nasdaq added 0.39% to 26,522.54, but the Dow slipped 0.18% to 51,682.64 as rising yields weighed on its more rate-sensitive names.The real fireworks were in crypto. Bitcoin ripped nearly 6% to just under $81,000, dragging the entire digital-asset ecosystem along for the ride. Strategy (MSTR) surged 22%, Coinbase (COIN) jumped over 10%, and miner MARA Holdings (MARA) tacked on 14%.
Helping the mood: Bastion, the stablecoin partner to Sony and others, landed conditional OCC approval to become a trust bank. Regulatory legitimacy for stablecoins tends to be rocket fuel for the whole crypto trade.
📊 Today's Market Movers
|
▲ Gainers
|
▼ Losers
|
Your Phone Is Smarter Than Your Inbox
Not every market move can wait. Our text alerts deliver the ones that can't. One short alert, straight to your phone, when something is worth seeing now. No fluff. No noise. No charge.
Text Me the Alerts🚀 Key Catalysts
Rates did the heavy lifting on the negative side. The 10-year Treasury climbed to 5.00% and the 30-year hit 5.33%, and higher yields make the Dow's industrial and dividend-heavy components look less appealing.Aerospace stayed in the spotlight. NASA is reportedly in talks with Boeing (BA) about new Starliner missions, while SpaceX expanded its crewed-flight deal with NASA to $5.92 billion via a fresh $946 million contract. The space economy is quietly becoming a real revenue story.
Healthcare got a lift too, as the FDA approved Eli Lilly's (LLY) breast cancer drug combination. On the logistics front, FedEx (FDX) and its consortium secured nearly 90% of Polish locker operator InPost in their takeover offer.
Sponsored Content
The Rumors About Elon's Next Move Are Spreading Fast
Elon Musk is reportedly gearing up to buy three publicly traded companies. Dr. Mark Skousen, who met Musk privately and called the SpaceX listing months early, says he has identified all three targets.
He's calling it Elon's $2.1 Trillion Hit List. Early investors could see 100% overnight gains once deals are announced. The window between rumor and headline is short.
🎭 Investor Mood
Investor Pulse: Crypto Euphoria
Sentiment today was tale-of-two-markets. Crypto-adjacent traders were euphoric, with Bitcoin's breakout and the Bastion banking news feeding a risk-on frenzy across COIN, MSTR, and MARA.Equity investors elsewhere were more measured. With yields marching toward 5% and the Dow leaking, the appetite for defensive and rate-sensitive plays cooled. Netflix (NFLX) slipped 4.7%, and Xenon Pharmaceuticals (XENE) got hammered down 31% on its own news flow.
There's also a geopolitical undertone. Jamie Dimon of JPMorgan (JPM), along with tech chiefs, is set to attend a state dinner for Xi Jinping, and auto trade groups are lobbying Trump to keep Chinese automakers locked out. Trade positioning ahead of the Xi visit is keeping some investors cautious.
🔍 5 Focus Points for Tomorrow
| 🪙 | Bitcoin's follow-through after its $81K breakout and whether MSTR, COIN and MARA hold gains |
| 🏛️ | Treasury yields testing 5% on the 10-year and pressure on rate-sensitive Dow names |
| 📋 | Space sector momentum with Boeing Starliner talks and SpaceX's expanded NASA deal |
| ⛽ | Oil prices after Aramco halted October crude deliveries to European refiners |
| 🌍 | China trade positioning ahead of the Xi state dinner and auto import policy |
Sponsored Content
SEPT 25th — Become 1 of 1,806,000 New "Musk Millionaires"
Elon Musk is quietly working on something he's actively trying to hide from the mainstream. Bigger than Tesla. Bigger than SpaceX. And James Altucher says the window to get positioned closes September 25th.
A small group of hedge fund titans already know what's coming. After today, you could too. The proof is locked inside one masterclass, and a gift worth $1,000 is waiting for those who move fast.
💸 Bottom Line
The takeaway from Friday: risk appetite is alive, but it's concentrated. When Bitcoin leads the tape and crypto proxies outrun the broad indexes, it says money is chasing momentum rather than breadth.Keep one eye on Treasury yields. A 10-year at 5% is a real gravitational force, and if it keeps climbing, the Dow's struggle could spread to the growth names that shrugged it off today.
Watch the Xi state dinner and any auto-trade decisions closely, since fresh China policy could reprice everything from EVs to semiconductors. And don't ignore energy: Aramco halting October crude deliveries to some European refiners after a pipeline attack could put a bid under oil next week.
📰 Further Reading
Anthropic's $65 Billion Surge: One Backdoor Got There First (Ad)
Anthropic's annualized revenue hit $65 billion, up from $9 billion at the end of 2025. Most investors think they have to wait for the IPO bell. They don't. Alexander Green, a 40-year Wall Street veteran found a public vehicle you can buy today through any brokerage, no accredited-investor status req...
Watch the free briefing before the spotlight arrives on September 29.
Buy These Stocks Before September 30th (Ad)
A veteran AI insider who called the 2020 crash early says skip Microsoft, Meta, and SpaceX entirely. He's identified a handful of stocks that could return 1,000% and outperform the biggest tech names by $100,000 or more. The window closes today, September 30th. The specific names are already mapped...
Move your money here before September 30th
Get Paid While Gold Soars to $5,000 (Ad)
Top analysts are calling for $5,000 gold within months - and one $15 fund is designed to turn that rally into monthly income of up to 64% a year. While most investors chase mining stocks or ETFs, this single position lets you collect steady payouts without trading or options strategies.
Watch How to Get Paid from Gold.