After-Market Report · Closing Recap · mangostracker.ai

Today's close

Friday, September 25, 2026 — a recap shortly after the 4:00 PM ET close. This report isn't archived; it's overwritten every trading day.

Dow leads a broad Friday advance as industrials and healthcare rally while security software names get hit — All four major benchmarks closed higher (DIA +0.94%, SPY +0.54%, QQQ +0.46%, IWM +0.11%), with industrial and healthcare names leading while rate-sensitive REITs and several high-multiple cybersecurity/software stocks (ZS, OKTA) lagged as Treasury yields kept climbing.

Benchmark overview

Watchlist proxies for the major indexes.

S&P 500 (SPY)

+0.5%

$771.35

Nasdaq (QQQ)

+0.5%

$744.50

Dow Jones (DIA)

+0.9%

$517.49

Russell 2000 (IWM)

+0.1%

$281.97

The 10-year Treasury yield pushed above 5.2% again Friday, near its highest levels since 2007, after hawkish Fed commentary and stronger-than-expected economic data; the VIX stayed subdued near 15.6, down slightly on the day.

Top movers

From our own maintained watchlist, not a full-market screen.

Gainers

VIAV+9.3%

New CMMC Level 2 defense certification plus AI-data-center 1.6T-3.2T network test demand fueled the rally.

BE+8.3%

Bloom Energy extended gains on fresh AI-data-center power deals and its recent S&P 500 inclusion.

CRDO+7.7%

Credo Technology's AI-networking optics rally continued after a strong quarter (revenue +115% YoY) and raised FY27 guidance.

AEHR+7.2%

Aehr Test Systems jumped on a new $22M follow-on wafer-level test order from its lead AI-processor customer.

DELL+5.0%

Dell rebounded on bullish Morgan Stanley commentary reaffirming its AI-server bull case after a record quarter and $95B AI server backlog.

Losers

ZS-10.1%

Zscaler fell after disclosing its CRO's departure and FY2027 guidance implying growth decelerating to ~17% from 25%.

OKTA-5.5%

Okta slid in a post-Oktane-conference pullback as investors saw light financial guidance despite new AI-identity announcements.

BTDR-5.3%

Bitdeer extended a multi-day slide on bitcoin-miner profit-taking even as bitcoin itself held near $85K.

IREN-4.4%

IREN dropped with other neocloud/GPU-cloud names after Rothschild & Co Redburn initiated coverage at Neutral.

HIVE-4.2%

HIVE Digital slid with the broader crypto-miner group; no single new catalyst reported today.

Sector breakdown

Watchlist names bucketed by sector, not dedicated sector ETFs.

Industrials +1.2% Broad strength in machinery, defense, and AI-data-center power/cooling infrastructure names (CAT, TT, VRT, JCI) led the sector.
Healthcare +0.7% Defensive buying lifted pharma and biotech names (AMGN, ISRG, AZN) amid the day's bond-market volatility.
Real Estate -0.7% Data-center and industrial REITs (EQIX, IRM, DLR) fell as rising 10-year Treasury yields pressured rate-sensitive property names.
Energy -0.8% Oil-linked names (XOM, CVX, APA) slipped as reports of Middle East progress eased supply-risk premiums.

What this is (and isn't)

A closing-bell recap in the style of a professional after-market note, built from public data.

Every weekday shortly after the 4:00 PM ET close, a separate job pulls closing prices across the maintained watchlist to build a benchmark overview, top gainers/losers, and a sector breakdown — plus a light macro note on things like Treasury yields when it can confirm them via search.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Benchmarks, movers, and sectors are watchlist proxies, not a full-market feed
This report has no archive — it's overwritten every trading day, by design

A full institutional close report would also include things we deliberately don't attempt here, since they require data feeds we don't have: dark pool / block trade prints, options flow & implied volatility, real-time analyst rating changes, and Market-On-Close imbalance data. If you see those terms elsewhere, that's what they mean — and why they're missing from this page.

Notes

This page is market commentary generated from public closing data, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.