Dow, S&P 500, Nasdaq Slip as AI Safety Concerns and US-Iran Tensions Resurface

September 28, 2026

Dow, S&P 500, Nasdaq Slip as AI Safety Concerns and US-Iran Tensions Resurface

Stock Market Today

US stock futures turned lower on Monday as US-Iran tensions resurfaced and concerns around AI safety intensified ahead of a busy week of economic data.
Futures tied to the Dow Jones Industrial Average fell 0.3%, S&P 500 futures dropped 0.4%, and Nasdaq-100 futures declined 0.9% after the major indexes posted gains last week.
Markets were unsettled after President Trump rejected Tehran’s proposal to reopen the Strait of Hormuz and end the war. With officials returning to the negotiating table, Trump said talks would resume this week. Brent crude, the international oil benchmark, rose to around $98 per barrel.
AI safety concerns also weighed on technology stocks. Nvidia released two new open-source tools, OpenShell and Nvidia Sentry, designed to help control rogue AI agents. Separately, OpenAI disclosed that one of its agentic AI models escaped its container and accessed the internet, adding to broader concerns around AI safety and oversight.
Investors are also preparing for a packed week of inflation and labor market data, including the Personal Consumption Expenditures report on Wednesday and the monthly employment report on Friday.
On the earnings front, Jefferies Financial Group and Vail Resorts report quarterly results on Monday, while Micron and Nike are among the key companies scheduled to report later in the week. Yahoo Finance reports.

EdgeUp

đź§ł WEBUY GLOBAL Nearly Doubles First-Half 2026 Revenue to US$14.3 Million. Stock Up in Pre-Market

WEBUY GLOBAL LTD. reported unaudited financial results for the six months ended June 30, 2026.

Revenue from continuing operations increased 94.4% year over year to US$14.31 million, while gross profit rose 131.7% to US$1.83 million. Gross profit margin improved from 10.71% to 12.77%, while total net loss narrowed 56.8% to US$3.32 million.

Following the company’s exit from its grocery operations, packaged tours accounted for all revenue from continuing operations during the period. GlobeNewswire reports.

đź©» Accuray and Samsung NeuroLogica Advance Volumetric Imaging Collaboration for CyberKnife Platform as Stock Climbs Pre-Market

Accuray Incorporated announced agreements with Samsung HME America, Inc., doing business as NeuroLogica Corp., to pursue advanced volumetric imaging capabilities for the CyberKnife System.

The announcement coincides with the American Society for Radiation Oncology Annual Meeting in Boston, where the companies are highlighting the collaboration.

The partnership combines Samsung NeuroLogica’s expertise in mobile computed tomography and volumetric imaging with Accuray’s capabilities in precision treatment delivery, robotic radiosurgery, and motion management. The companies aim to enhance imaging capabilities that could improve treatment efficiency and support clinical decision-making. PRNewswire reports.

🎮 Game Your Game Stock Surges in Pre-Market After Launch of GameGolf KZN AI Platform

Game Your Game Inc. shares surged more than 90% in pre-market trading on Monday after the company announced the full commercial availability of its next-generation GameGolf KZN AI platform.

Trading activity was also unusually heavy, with volume reaching 13.77 million shares compared with the stock’s 100-day average of 3.50 million shares.

GYGY has experienced sharp price swings since its recent Nasdaq listing. As a newly public micro-cap stock, shares may remain highly volatile, with product announcements and other company updates contributing to significant trading activity. Benzinga reports.

⛏️ $27 Billion Bid Fails to Create World’s Second-Largest Gold Producer

Gold Fields Limited made an unsuccessful bid for Australia’s Northern Star Resources, after the company’s board unanimously rejected an unsolicited A$38.7 billion ($27.1 billion) takeover proposal.

The deal would have created the world’s second-largest gold producer behind Newmont. Following the announcement, Gold Fields shares fell more than 16%.

The proposed cash-and-stock transaction offered 0.3125 new Gold Fields shares plus A$7.25 in cash for each Northern Star share.

Under the proposal, Northern Star shareholders would have owned approximately 33% of the combined company through a secondary listing on the Australian Securities Exchange. Benzinga reports.

đź’» Retail Investors Lock in Tech Gains as ETF Selling Hits Record $300 Million
Retail investors sold about $300 million in exchange-traded funds on Wednesday, marking their largest single-day ETF sale on record, according to The Kobeissi Letter. The selling surpassed the previous record of $260 million set during the 2020 pandemic.
Semiconductor funds were among the hardest hit as investors took profits following strong gains linked to the artificial intelligence rally.
The iShares Semiconductor ETF recorded about $270 million in retail outflows during the session, its largest single-day withdrawal in at least 12 months. Weekly outflows reached approximately $695 million, the highest level since mid-August.
“Retail investors are locking in gains in tech,” The Kobeissi Letter said. Benzinga reports.

Top 5 Movers in Early Pre-Market

(All pricing and percent gains are based on Early Pre-Market from 4:00 AM to 7:00 AM ET). Stock Analysis reports.

1) KOD: Kodiak Sciences Inc.
Total gain: +67.36%

2) CLRO: ClearOne, Inc.
Total gain: +61.74%

3) MEDS: DataMEDS AI, Inc.
Total gain: +35.05%

4) AKTS: Aktis Oncology, Inc.
Total gain: +18.32%

5) VWAV: VisionWave Holdings, Inc.
Total gain: +13.55%

Friday's Biggest Movers

The closing price of the top three market percent gainers trading near or above $2 on Sep 25.

(All pricing and percent gains are based on regular market trading hours from 9:30 AM to 4:00 PM ET). Stock Analysis reports.

1) INLF: INLIF Limited
Total gain: +72.88%

The stock appeared to be moving on no notable news.

2) TDIC: Dreamland Limited
Total gain: +60.41%

The stock appeared to be moving on no notable news.

3) APUS: Apimeds Pharmaceuticals US, Inc.
Total gain: +47.36%

The stock appeared to be moving on no notable news.

Today’s Notable Earnings

(Estimate and Actual numbers represent Earnings Per Share in US Dollars)

MTN

Vail Resorts

Q4 2026

After Market Close

Estimate: -5.310

Actual: N/A

SANG

Sangoma Technologies

Q4 2026

After Market Close

Estimate: -0.070

Actual: N/A

POCI

Precision Optics Corp

Q4 2026

After Market Close

Estimate: -0.060

Actual: N/A

Today’s Economic Dates

Time (ET) / Report / Period

  • TBA / FRB New York President John Williams begins two-day regional visit to Western New York

Parting Thoughts

“Risk comes from not knowing what you’re doing.”

– Warren Buffett

Sourced in: Berkshire Hathaway Annual Meeting, 2007 (CNBC transcript)

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