Daily briefing

Morning Briefing

Thursday, 24 September 2026

Compiled early Thursday Hong Kong time from the 48 hours of global, China, Hong Kong and markets news to Wednesday's close; read it as a snapshot, not a live feed.

World newspast 48 hours

Mainland Chinatop 3

Hong Kong SARtop 3

Marketspast 24 hours

US stocks fell Wednesday as Treasury yields kept climbing. The S&P 500 dropped 0.75% to 7,706.03, the Dow lost 352 points (0.68%) to 51,511.59, and the Nasdaq Composite fell 1.13% to 26,936.04. The sell-off followed the Federal Reserve's September 16 decision to raise its benchmark rate 25 basis points to 3.75%-4%, its first hike since 2023, with 16 of 18 policymakers projecting at least one more increase this year.

In prices.json's own series, the US 10-year yield (which lags to September 22) had already climbed steadily from around 4.6% in late July to 4.96%, and separate market reports put it higher still, near 5.1%, on September 23 — its highest since 2007 — as strong S&P Global PMI data fed rate-hike expectations.

Hong Kong's Hang Seng Index fell 1.01% (-253.63 points) to 24,834.12 on September 23, with the Hang Seng Tech Index down 1.33% to 4,379.07 as tech names sold off; Meituan dropped around 4% and Tencent and Alibaba each fell about 2% in the session, ahead of the Trump-Xi summit.

Chipmakers were mixed in the prices.json series: Micron closed at $1,071.88 on September 23 after touching $1,096.16 the day before, having rallied from under $930 in mid-September, while TSMC eased to $446.57 from a September 22 high of $452.00. AMD extended a sharp run, closing at $614.61 versus $483 a month earlier, and Broadcom slipped to $354.99 from $364.54.

Palantir kept climbing, closing at $191.79, its highest level in the series and up from $165.86 on September 10. Nvidia held around $225-229 through the week, ending at $225.51. Gold (via the GLD ETF) eased to $392.88 from a September run above $410, while WTI crude, which spiked past $107 on September 15 on Middle East tension, pulled back to $96.41 by September 22. Bitcoin traded near $84,378 on September 23, off its September 21 high above $86,500, with Ethereum around $2,684, down from $2,776 two days earlier.

NameLast1 dayMoveVolumeAs of
Equities & semis
NVDANvidia$225.51-1.47%0.7x avg09-23
AVGOBroadcom$354.99-2.62%0.9x avg09-23
MSFTMicrosoft$500.59+0.52%0.9x avg09-23
PLTRPalantir$191.79+3.68%1.2x avg09-23
TSMTSMC$446.57-1.20%1.0x avg09-23
MUMicron$1,072-2.22%0.8x avg09-23
XYZBlock$74.68-3.68%1.3x avg09-23
SOFISoFi$16.55-3.55%1.3x avg09-23
AMDAMD$614.61-1.47%0.8x avg09-23
Crypto
BTCBitcoin$84,378-2.11%1.2x avg09-23
ETHEthereum$2,684-2.52%1.2x avg09-23
Commodities & rates
XAUGold (GLD ETF)$392.88-1.80%0.7x avg09-23
WTICrude oil (WTI)$96.41-0.58%09-22
US10YUS 10-year yield4.96%+0 bp09-22

Charts30 sessions · price and volume

NVDA Nvidia $225.51 -1.47% 30d +0.6%~11/18 vol 90M · 0.7× avg
AVGO Broadcom $354.99 -2.62% 30d -14.7%~12/10 vol 23M · 0.9× avg
MSFT Microsoft $500.59 +0.52% 30d +1.7%~10/28 vol 19M · 0.9× avg
PLTR Palantir $191.79 +3.68% 30d +12.1%~11/02 vol 35M · 1.2× avg
TSM TSMC $446.57 -1.20% 30d +4.1%~11/13 vol 10M · 1.0× avg
MU Micron $1,072 -2.22% 30d +17.6% vol 22M · 0.8× avg
XYZ Block $74.68 -3.68% 30d -4.6% vol 5M · 1.3× avg
SOFI SoFi $16.55 -3.55% 30d -7.7% vol 57M · 1.3× avg
AMD AMD $614.61 -1.47% 30d +27.3% vol 16M · 0.8× avg
BTC Bitcoin $84,378 -2.11% 30d +7.5% vol 8K · 1.2× avg
ETH Ethereum $2,684 -2.52% 30d +9.9% vol 127K · 1.2× avg
XAU Gold (GLD ETF) $392.88 -1.80% 30d -3.0% vol 8M · 0.7× avg
WTI Crude oil (WTI) $96.41 -0.58% 30d +13.7%
US10Y US 10-year yield 4.96% +0 bp 30d +26 bp

Earnings aheadnext reporting dates

NameReportsWhenPeriodConsensus EPS
MSFTMicrosoftWed 28 Oct est.in 5 weeksQ1 FY2027
PLTRPalantirMon 2 Nov est.in 6 weeksQ1 FY2027
TSMTSMCFri 13 Nov est.in 7 weeksQ1 FY2027
NVDANvidiaWed 18 Nov est.in 8 weeksQ1 FY2027
AVGOBroadcomThu 10 Dec est.in 3 monthsQ1 FY2027

Dates marked est. are projected from the same quarter last year because the company has not confirmed one yet. "+ full year" means the release carries annual results, not just the quarter.

AI industrypast 48 hours

Coverage gaps, stated not hidden. The Japan 10-year JGB yield is not carried by this data source and appears in the written Markets section only. BESI (Euronext) and ASMPT (HKEX 0522) are non-US listings outside the free data tier, so they are omitted rather than approximated. Intraday data is a paid endpoint, so the panels show daily closes over 30 sessions rather than a single session's tick action.