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SPY Week Ending Sep 25, 2026: AI Chips Outlast Yields

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About this recap

The recap in focus

Week ending Friday, September 25, 2026. SPY gained 1.27%, on a Monday chip rally that rising yields then partly erased.

In this video

Key points

  1. 01Meta's Muse agent sparks a chip rally; AMD tops $1T
  2. 02Hot PMI and weak auction send the 10-year above 5.1%
  3. 0310-year hits 5.20%, highest since 2007, as oil swings
  4. 04Truce hopes cut oil and ease yields; the slide ends