Market close on September 30: all three major indexes ended lower, while Treasury yields hit fresh multi-year highs.

Top 20 most actively traded U.S. stocks on September 30: Micron Technology Inc (NASDAQ: MU) gained more than 1%, with its fiscal fourth-quarter earnings due after the closing bell on Wednesday.

Most popular China concept stocks declined on September 30, with Alibaba Group Holding Ltd (NYSE: BABA) down 0.94% and Li Auto Inc (NASDAQ: LI) down more than 4%.

Commodities roundup: oil prices fell, copper edged higher and gold rebounded.

European stocks gave back gains, while a selloff in U.S. Treasuries stoked risk aversion.

Macro

The United States plans to release 40 million barrels of strategic petroleum reserve through an exchange mechanism.

U.S. President Trump met with artificial intelligence industry leaders and opposed new federal safety regulation.

Trump is set to announce a $54 billion Alaska liquefied natural gas plan as he faces midterm election pressure.

The United States is releasing more strategic petroleum reserve to tackle surging fuel prices and is urging Europe to follow suit.

Trump trade adviser Navarro said Canadian lobbyists should "get out" of the United States.

British Prime Minister Burnham pledged to explore new options for UK-EU relations and left room for a return to the European Union.

A source said there is no conclusive information proving Israel will suffer a major attack.

The King of Spain called on EU member states to strengthen coordination to defend their borders.

The European Union plans to tighten border controls to prevent illegal immigrants from entering.

The U.S. Treasury Department said Trump accounts will automatically enroll children and may add 60 million new accounts.

Houthi forces said Saudi airstrikes hit communications facilities and schools in several Yemeni provinces.

Israel's defense minister threatened to strike Hamas leaders abroad.

Companies

Tim Cook expects to reshape Apple by doing "more with fewer people."

The Pentagon selected Boeing Co (NYSE: BA) to build the next-generation U.S. fighter jet.

A report said Anthropic generated 47% of its 2025 sales through Amazon and Google channels.

OpenAI reached nearly $70 billion in annualized revenue, with growth in both enterprise and consumer businesses.

OpenAI launched the always-on agent Dots, adding a new $500 monthly tier.

Trump launched the AI-driven new website America.gov to create a one-stop gateway for government services.

With demand continuing to heat up, cruise operator Carnival Corp (NYSE: CCL) posted higher profit and revenue.

AT&T Inc (NYSE: T) reached a $3 billion fiber procurement agreement with Corning Inc (NYSE: GLW).

Microsoft Corp (NASDAQ: MSFT) knocked down its own AI data barriers.

After policy adjustments involving Fannie Mae and Freddie Mac, shares of Fair Isaac Corp (NYSE: FICO) plunged 26%.

Anthropic's prospectus said uncontrolled AI agents could bring significant legal risks.

As agentic shopping booms, Morgan Stanley is bullish on Shopify Inc (NYSE: SHOP) becoming a winner in the AI race.

Jamie Dimon has a plan to revive the West: reach a "grand and beautiful" agreement with Europe.

Commentary

New York Fed President Williams said rates may not need to rise again until year-end, while several colleagues stressed the need for further increases.

Fed Governor Bowman said AI presents both opportunities and risks for banking and urged stronger system security protections.

Chicago Fed President Goolsbee said the Federal Reserve may need to respond to persistent supply shocks.

Fed Governor Barr said the central bank may need to raise rates further to push inflation lower.

U.S. bond market: Treasuries closed mixed, the yield curve steepened, and the New York Fed president discussed rate hikes.

The U.S. bond selloff broke through another important threshold, with the 30-year yield hitting a 24-year high.

U.S. consumer confidence in September fell to a 12-year low, with bleak views on the economy and employment.

European bond market: the spread between French and German 10-year government bonds widened amid market concerns over France's fiscal position.

Barclays said that if productivity growth continues to accelerate, the U.S. 30-year Treasury yield could rise to 6%.

A European Central Bank Governing Council member said an October rate hike cannot be ruled out.

Raimondo believes AI will eventually create jobs in the long run, and what truly worries her is the first wave of large-scale layoffs.

Sina's major cooperative platform offers safe, fast and guaranteed futures account opening.