Markets Daily — Friday, September 25, 2026
A neutral stocks-and-crypto briefing: U.S. futures point higher into Friday after a mixed Thursday close, Treasury yields remain near multiyear highs with a corporate debt-refi focus, oil eases on Hormuz diplomacy headlines, Akamai announces an $11.6B Anthropic cloud deal while Costco beats estimates, and Bitcoin consolidates near the mid-$80ks into a large Deribit options expiry.
CHAPTERS
0:00 Intro
0:24 Equities: Thursday close, Friday futures
1:24 Yields and the debt refi wall
2:24 Oil, Hormuz diplomacy, gold
3:10 Movers: Akamai, Costco, Cipher
4:26 Crypto: BTC, ETF inflows, Deribit
5:26 Outro
SOURCES
• AP via WTOP — Thursday closes / weekly track: https://wtop.com/national/2026/09/how-major-us-stock-indexes-fared-thursday-9-24-2026/
• Investopedia — Friday futures, gold, Akamai/Costco premarket: https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-on-friday-september-25-2026-12139935
• Fortune — Yields ~5%, debt refi wall: https://fortune.com/2026/09/25/sp-500-risk-company-debt-refi-wall-bond-yields-5-percent/
• CoinDesk live Yields, oil/Hormuz, BTC, CIFR, Deribit: https://www.coindesk.com/markets/2026/09/25/live-updates-bitcoin-steadies-near-usd84-000-as-the-bond-selloff-pauses
• Akamai GlobeNewswire — $11.6B Anthropic deal: https://www.globenewswire.com/news-release/2026/09/24/3368729/0/en/akamai-announces-11-6-billion-multi-year-agreement-with-anthropic-to-support-growing-demand.html
• Reuters — Costco earnings beat: https://www.reuters.com/business/retail-consumer/costco-beats-quarterly-sales-estimates-resilient-demand-2026-09-24/
• Cointelegraph / SoSoValue — BTC ETF inflows: https://cointelegraph.com/markets/bitcoin-etf-six-day-streak-2-8-billion
DISCLAIMER
This is an AI-assisted markets news briefing based on publicly reported headlines from major outlets (AP, Investopedia, Fortune, CoinDesk, Reuters, Cointelegraph, and similar). It is not live trading coverage and not personalized investment advice. Prices and percentages move intraday; always check the linked original sources. Do not buy or sell any security or cryptocurrency based solely on this episode. Not legal, tax, or investment advice.
TAGS
markets daily, stocks, crypto, S&P 500, Nasdaq, Dow, Treasury yields, debt refinancing, Federal Reserve, oil, Brent, Hormuz, Iran, Akamai, Anthropic, Costco, Bitcoin, Ethereum, ETF, Deribit, podcast, September 2026
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