Pre-market, post-market and weekend briefs from the research desk.https://theopenclose.com/en-ushttps://theopenclose.com/briefs/2026-09-25-postmarket/https://theopenclose.com/briefs/2026-09-25-postmarket/S&P +0.5% / SOX +1.4%. 10y ~5.18%; Brent ~$98. AKAM held green, ORCL soft. DoD Anthropic bar upheld; China DC model. Fri, 25 Sep 2026 20:30:00 GMThttps://theopenclose.com/briefs/2026-09-25-premarket/https://theopenclose.com/briefs/2026-09-25-premarket/ES +~0.2%; 10y ~5.18%; Brent ~$98 on Hormuz hopes. Akamai–Anthropic $11.6B; WSJ Jupiter “cracks.” Trump–Xi optics, no chip deal. Fri, 25 Sep 2026 13:15:00 GMThttps://theopenclose.com/briefs/2026-09-24-postmarket/https://theopenclose.com/briefs/2026-09-24-postmarket/S&P ~flat / SOX −0.3%. 10y ~5.16%; Brent ~$107. Oracle Jupiter FM (−3.5%); Texas AG water probe. SoftBank print digested. Thu, 24 Sep 2026 20:30:00 GMThttps://theopenclose.com/briefs/2026-09-24-premarket/https://theopenclose.com/briefs/2026-09-24-premarket/SoftBank issued ~$11.1B OpenAI HY. S&P futures ~−0.5%; 10y ~5.13%; Brent still >$100 into Trump–Xi dinner. Thu, 24 Sep 2026 13:25:00 GMThttps://theopenclose.com/briefs/2026-09-23-postmarket/https://theopenclose.com/briefs/2026-09-23-postmarket/S&P −0.75% / NQ −1.13% / SOX −1.2%. 10y ~5.11% (2007 high). Oil rebound; Barr more hikes. Ramp 5.73%; Claude ART enzyme. Wed, 23 Sep 2026 20:45:00 GMThttps://theopenclose.com/briefs/2026-09-23-premarket/https://theopenclose.com/briefs/2026-09-23-premarket/S&P soft (−0.1%) after flat Tuesday. SoftBank HY >$20B interest. JPM 16Hi→2029 relay; Samsung D0a hybrid bonding; Trump–Xi today. Wed, 23 Sep 2026 13:00:00 GMThttps://theopenclose.com/briefs/2026-09-22-postmarket/https://theopenclose.com/briefs/2026-09-22-postmarket/S&P flat / NQ +0.45% / SOX +2.1%. Brent $99.25; 10y ~4.97%. Barkin keeps hike door open. Opus ~40% cheaper; Sol/Luna −50%. Tue, 22 Sep 2026 20:50:00 GMThttps://theopenclose.com/briefs/2026-09-22-premarket/https://theopenclose.com/briefs/2026-09-22-premarket/ES ~+0.1% after Nasdaq record; Brent soft near $100, 10y ~4.9%. SoftBank ~$11B OpenAI HY, Abbott TCEQ halt, EMIB/Penang, Alibaba Zhenwu. Tue, 22 Sep 2026 13:00:00 GMThttps://theopenclose.com/briefs/2026-09-19-weekend/https://theopenclose.com/briefs/2026-09-19-weekend/S&P ~flat Fed-hike week; 10y ~5%, WTI $100. Overnight: OpenAI −$278B FCF path, Anthropic >$100B ARR / Nov IPO talk, Nscale S-1, Accenture eval. Sat, 19 Sep 2026 12:35:00 GMThttps://theopenclose.com/briefs/2026-09-18-postmarket/https://theopenclose.com/briefs/2026-09-18-postmarket/Witching Friday mixed-narrow: S&P +0.17% / NQ +0.39% / Dow −0.18%. 10y ~5.00%; WTI $100.30. CleanSpark Meta HY ~$2.28B 4× bid. Fri, 18 Sep 2026 20:50:00 GMThttps://theopenclose.com/briefs/2026-09-18-premarket/https://theopenclose.com/briefs/2026-09-18-premarket/Futures muted into witching; 10y ~4.98%. Crusoe $3.9B, SoftBank Arm loan, labs hunt 20–30 MW DCs; Dwarkesh–Brown swarms. Fri, 18 Sep 2026 13:00:00 GMThttps://theopenclose.com/briefs/2026-09-17-postmarket/https://theopenclose.com/briefs/2026-09-17-postmarket/Bounce stuck — S&P +1.13% / Nasdaq +1.62%. Huang ~2x chips; Nvidia–Brookfield $2B. Oil settles ~$102; 10y ~4.95%. Thu, 17 Sep 2026 20:50:00 GMThttps://theopenclose.com/briefs/2026-09-17-premarket/https://theopenclose.com/briefs/2026-09-17-premarket/Futures rebound after Fed selloff; WTI under $100; 10y eases under 5%. Generac–Amazon power; Gerstner offtake; OpenRouter share flip. Thu, 17 Sep 2026 13:00:00 GMThttps://theopenclose.com/briefs/2026-09-16-postmarket/https://theopenclose.com/briefs/2026-09-16-postmarket/Unanimous 25bp hike; Warsh hawkish. S&P −0.45% / Dow −1.21% / SOX +0.63%. Oil off highs; Amazon–Generac DC power; Apollo CDS caution. Wed, 16 Sep 2026 20:45:00 GMThttps://theopenclose.com/briefs/2026-09-16-premarket/https://theopenclose.com/briefs/2026-09-16-premarket/Futures modestly higher into Fed; 10y eased under 5%; oil still three-digit. Hynix–Intel memory talks; pacing reframed as more compute. Wed, 16 Sep 2026 13:00:00 GMThttps://theopenclose.com/briefs/2026-09-15-postmarket/https://theopenclose.com/briefs/2026-09-15-postmarket/S&P −0.45% as 10y tagged ~5.04%; SOX bounced while indexes fell. Ramp Astra 13% vs Fable 8%; AWS Bahrain unrestorable; Kyber slip to 2028. Tue, 15 Sep 2026 20:35:00 GMThttps://theopenclose.com/briefs/2026-09-15-premarket/https://theopenclose.com/briefs/2026-09-15-premarket/Futures ~flat into Fed; 10y tagged ~5.02% and oil stayed three-digit. Tan reaffirms Broadcom AI path; Anthropic GW financeability still open. Tue, 15 Sep 2026 13:00:00 GMThttps://theopenclose.com/briefs/2026-09-14-postmarket/https://theopenclose.com/briefs/2026-09-14-postmarket/Session closed SPX −0.5% / Nasdaq −0.6% with positive breadth; damage in SOXX, chips, and AI-power. Baker reframes pacing as more alignment compute and lower lab margins; HBM 4-Hi stays contested sell-side vs SemiAnalysis. Mon, 14 Sep 2026 20:30:00 GMT