Market News — Friday, September 25, 2026
News highlights with AI-explained potential impact from our daily market analysis.
Akamai lands a massive AI compute deal
Akamai signed an $11.6 billion, seven-year deal to supply computing capacity to Anthropic, with the potential to grow to $20 billion. That kind of contract can materially change the market’s view of a company, especially if it proves durable.
Potential Impact: Could support long-term revenue growth, but investors should watch the extra $1.7 billion in capital spending and whether returns justify the investment.
Jabil enters earnings week with strong operating momentum
Jabil reported $8.8 billion in fiscal Q3 revenue, up 12% year over year, with adjusted EPS of $3.16. It also gave fiscal 2026 guidance of $35 billion in revenue and $12.70 in adjusted EPS.
Potential Impact: If the company meets or beats these expectations, the stock could continue to attract investors who want profitable industrial and manufacturing growth.
Criteo faces a major credibility test
The company is under securities fraud investigation after revenue fell 11% and net income dropped 49% year over year, and the stock plunged about 24%.
Potential Impact: This could keep pressure on the shares and make investors demand much more evidence of stabilization before trusting the story again.
Treasury yields are hitting stock valuations
The 10-year Treasury yield climbed to 5.14%, and several capital-intensive or economically sensitive names fell in response.
Potential Impact: When safe yields rise, investors often become less willing to pay high prices for future growth, especially in businesses that need a lot of capital.
T-Mobile boosts its dividend by 15%
The company raised its quarterly cash dividend to $1.17 per share, signaling confidence in cash generation and a willingness to reward shareholders.
Potential Impact: Dividend-growth investors may see this as a positive sign of financial strength and management discipline.