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Stock Market Midday, Sept. 25: AI Momentum Lifts Markets as Akamai Soars on Anthropic Deal

Dow, Nasdaq, and S&P 500 all gain ground despite climbing bond yields, with AI stocks leading the charge, today, Sept. 25, 2026.

At 11:41 AM ET, financial indicators show a positive trend for the stock market. The Dow Jones Industrial Average has climbed 0.35% to 51,531, the Nasdaq Composite increased by 0.11% to 26,969, and the S&P 500 rose by 0.12% to 7,713. Despite rising Treasury yields, artificial intelligence (AI) momentum appears to be bolstering market resilience.

Gold experienced a slight decline of 0.07% to $4,275.45, while the 10-Year Treasury yield increased by 5 basis points to 5.21%. Among the sectors, technology and utilities led the gains, while energy and communication stocks suffered the most significant losses.

Akamai Technologies, a key player in cloud services, witnessed a surge of 15% in after-hours trading due to a substantial $11.6 billion deal with AI developer Anthropic. Although the stock has since pared some of its gains, this agreement underlines its growing significance as a critical infrastructure provider. In other health-related news, Moderna extended yesterday's gains, fueled by optimism surrounding its cancer vaccine. Conversely, Zscaler faced a 9% decline following news of management changes.

Written by urgent.news from Motley Fool's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.

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