Stock Market Today: Indexes Decline After Winning Week as Oil Prices, Treasury Yields Jump; AI-Tied Stocks Fall

Trump Could Lower Diesel Prices—But Gas Could Get More Expensive

FROM 30 minutes ago

President Donald Trump has access to a “make diesel cheaper” button, but experts say there are good reasons he might not want to press it.

Record-high diesel prices, driven by wars in Iran and Ukraine, are a major problem for household budgets and the economy. They are threatening to stoke inflation by raising transportation costs for nearly everything consumers buy.

Trump is reportedly considering measures to bring those prices down, including by banning exports of the critical fuel. Analysts predict an export ban would lower diesel prices temporarily while raising them for gasoline and other fuels, and pushing up diesel prices in the long run. The trade-off would be diesel prices falling by 25 cents per gallon each week of the ban, while gasoline prices increasing by 30 cents per gallon, economists at Goldman Sachs estimated.

“We’re thinking about it very seriously,” Trump said Sunday at a golf tournament near Chicago, in response to a question from a Fox News reporter.

Read the full article here.

–Diccon Hyatt

Strategy’s Bitcoin Stockpile is Bigger Than Before It Started Selling

FROM 1 hr 4 min ago

The crypto market’s turnaround has fattened a bitcoin whale.

Strategy (MSTR) bought 1,665 bitcoin last week for roughly $143 million, pushing its stockpile up to 847,666 coins—more than the digital asset treasury had before it started to sell them earlier this year. 

The overall value of its stockpile, however, remains below what it was worth in early October when the cryptocurrency hit its all-time high of more than $126,000 per coin.

The world’s largest cryptocurrency appears to have shaken off its winter doldrums, gaining more than 40% in the past three months to around $83,000 as of Monday morning. 

Strategy wasn’t the only buyer last week. Some $2.4 billion in net flows rushed into spot bitcoin funds from Sept. 21 to Sept. 25, pushing year-to-date inflows to over $1 billion, according to Farside Investors. In other words, fund investors have flipped the switch and flows are now in the positive in a year long marked by falling prices and sideways action.

Crypto-linked stocks, including Strategy and Coinbase (COIN), are down so far Monday, with the price of bitcoin off a little over 2% in the past 24 hours. That said, the cryptocurrency is down just about 5% year-to-date.

–Crystal Kim

Boeing Leads Dow Lower After Reports of 737 MAX Software Glitch

FROM 1 hr 10 min ago

Reports of a Boeing 737 MAX software glitch are sending shares of the plane maker down sharply Monday.

Boeing (BA) shares are down 5% to lead Dow decliners after The Wall Street Journal reported over the weekend that the Arlington, Va.-based company “identified a 737 MAX software glitch that could cause an automated navigation feature to fail, prompting concerns about a potential safety risk while planes are landing.”

Several other media outlets confirmed the report. Boeing did not respond to an Investopedia request for comment before publication time.

The Federal Aviation Administration said in a statement provided to Investopedia that it “is aware of a potential issue in a software update for the flight computers on certain Boeing 737 MAX airplanes and is working closely with Boeing and the airlines.” The agency added that it “will convene a Corrective Action Review Board (CARB) and will take immediate action if it identifies a safety concern.” 

Boeing has been hoping its final two 737 models, the MAX 7 and MAX 10, would enter commercial service soon, as it has a big backlog of orders for the narrowbody planes. The MAX 7 was approved by the FAA last month with the new software.

Industry officials told the Journal that Southwest Airlines (LUV) and United Airlines (UAL) “have told Boeing that they don’t want to receive new 737 MAX planes equipped with the flawed software, and instead requested an earlier version of it.” 

Boeing shares are down 13% since the start of the year.

Nvidia Stock Rises as Company Boosts Buyback Plan

FROM 1 hr 53 min ago

Chip giant Nvidia on Monday raised its buyback program to nearly a quarter of a trillion dollars. 

Nvidia (NVDA) this morning said its board approved a $150 billion boost to its buyback program, lifting the authorized total to $235 billion. The program runs through the end of its 2028 fiscal year; the first half of its 2027 year ended in late July. 

“NVIDIA’s growth is being driven by a once-in-a-generation platform shift to AI and accelerated computing,” CEO Jensen Huang said in a written statement. “Our cash generation gives us the capacity to invest in the technologies that advance this transformation and return capital to shareholders.”

The company in August said it spent about $26 billion on buybacks and dividends in its latest quarter, leaving it with approximately $99 billion authorized remaining. It called its current approval “the largest share repurchase authorization increase in history,” in a press release. 

Shares of Nvidia were recently up about 2.5%. 

–David Marino-Nachison

Nvidia Rolls Out New Software to Keep AI Agents In Line After a String of Recent Hacks

FROM 3 hr 6 min ago

Nvidia says it has a new software system to prevent AI agents from breaking outside of their testing limits, after a series of high-profile hacks.

Nvidia (NVDA) said Monday that its Open Agent Safety Platform can set boundaries for agents, monitor actions taken, and shut agents down if they try to “move outside its software boundary.”

The announcement follows a string of recent incidents where agents testing new models from OpenAI, Anthropic, Meta (META) and Alphabet (GOOGL) breached their “sandbox” testing environments and hacked into outside websites in an effort to complete their tasks. Recently, OpenAI agents accessed limited data from a trio of federal government websites: the Education Department, Commerce Department, and the Securities and Exchange Commission, per The New York Times.

Nvidia CEO Jensen Huang said in a statement that the platform “brings together industry, researchers and public-sector organizations to share best practices, align on evaluation methods and foster international cooperation.”

Nvidia announced partnerships with dozens of AI firms that are using the platform in Monday’s release, including Anthropic, SpaceX (SPCX), Oracle (ORCL), and Salesforce (CRM).

Shares of Nvidia climbed about 3% in early trading Monday following the news, at a time when the broader tech sector lost ground. The shares may also be getting a boost from the AI chip giant’s announcement of a $150 billion stock buyback approval, bringing its current buyback plan to a total of $235 billion.

With Monday’s gains, Nvidia shares have climbed about 25% since the start of the year. 

–Aaron McDade

MongoDB Stock Sinks as CEO Heads to Meta

FROM 3 hr 41 min ago

Before the bell Monday, MongoDB announced its chief executive has departed to join Meta Platforms. Stockholders are dropping the stock.

Shares of MongoDB (MDB) are sinking 20% in premarket trading after the data platform company said that CEO and president Chirantan “CJ” Desai stepped down, effective immediately, “to pursue a senior role at Meta Platforms.”

In a separate announcement, Meta (META) CEO Mark Zuckerberg wrote that “we are starting the next major pillar of our business, Meta Enterprise Platform, to help businesses use AI to grow and transform in new ways as well.” Zuckerberg added that Desai would be joining the Facebook parent as Chief Enterprise Platform Officer, “reporting directly to me.”

MongoDB’s board appointed Dev Ittycheria as interim CEO and president. Ittycheria served as the company’s CEO and president from 2014 to 2025.

MongoDB shares entered Monday down 2% this year. Meta shares, which have risen 14% in 2026, slipped 1% before the bell.

What to Expect in Markets This Week: Latest US Inflation, Jobs Data; Micron, CarMax Report

FROM 5 hr 39 min ago

Wall Street will get updates on several vital topics this week. The state of the U.S. economy is at the top of the list.

Officials will release the first inflation reading since the central bank raised rates on Sept. 16. The latest Personal Consumption Expenditures (PCE) data will reflect the pre-hike environment in August. Still, the reading may influence future interest-rate decisions, given that PCE is the Fed’s preferred measure of inflation.

Investors will get a sense of how Americans are reacting to inflation, which has been above-target for five years, when the latest Consumer Confidence Index data comes out. The index slipped in August, though Americans felt somewhat better about the labor market.

New jobs data is also due. The jobs report for September comes after employers hired more than anticipated in August, though not enough to disrupt the low-hiring, low-firing dynamic.

Read the full article here.

–Sarina Trangle

Stock Futures Fall After Winning Week

FROM 6 hr 3 min ago

Futures tied to the Dow Jones Industrial Average were down 0.5%.

S&P 500 futures declined 0.6%.

Nasdaq 100 futures pointed down 1.1%.