Market Signal Report
BONUS: INLF H1 session, AIFF Monarch deal, Hartnett bond-vol — names inside ‌
MARKET SIGNAL REPORT
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FRI SEP 25  · Close (mid-session) · SPY ▲0.28%   QQQ ▲0.36%   DIA ▲0.35%   IWM ▼0.07%
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KEY TAKES

 
  • Soft green after Thursday's yield shock. 10y ~5.17–5.19%, 30y ~5.46%, Oct hike odds ~71%. Mid-session prints ~10:09 CT: SPY +0.28%, QQQ +0.36%, DIA +0.35%, IWM −0.07%.
  • Dated wires: INLF H1 cash session, AIFF Monarch eTNS, AESI AI-lab equipment. APUS day-two noise. GLND Jameson follow.
  • Elon is quietly doubling down on this asset (From Brownstone Research)

Bid in big indexes, not small caps. SPY 769.32 (+0.28%), QQQ 743.74 (+0.36%), DIA 514.50 (+0.35%), IWM 281.47 (−0.07%). Mid-session ~10:09 CT — not official close.

SeekingAlpha 09:49 ET: Hartnett flags deleveraging as bond-vol spikes. Soft green does not clear that cost. INLF leads H1; AIFF Monarch eTNS; AESI AI-lab equipment.

TODAY'S TOP 5 GAINERS

 

1 · INLF +68.6% — $4.97 — H1 FY2026 (PR Newswire Thu 16:30 ET).

2 · AIFF +37.7% — $1.64 — NeuroSigma / Monarch eTNS (GlobeNewswire 07:45 ET).

3 · APUS +30.5% — $6.42 — day-two MindWave/AQUAE. Noise.

4 · AESI +19.8% — $13.17 — AI-lab equipment buys (Business Wire 07:00 ET).

5 · GLND +9.9% — $5.88 — Jameson farm-out follow. Heavy volume.

THE SIGNAL

 

Bond volatility made leverage and long duration more expensive — Friday's green does not remove that cost. Books that need calm bonds stay exposed Monday if the 10-year holds near Thursday's highs. Next dated stock catalyst: FFAI's Sep 29 partner conference.

Wrong if: the 10-year eases off Thursday's highs and bond vol fades while IWM joins the bid.

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HEADLINE OF THE DAY

 

“BofA's Hartnett flags deleveraging risk as bond-market volatility spikes”

SeekingAlpha via QuoteMedia | Sep 25, 2026 09:49 ET

ONE TO WATCH

 

FFAI · Business Wire Sep 24, 18:37 ET: FF EAI “Built in USA” partner conference part two is Sep 29 — the dated tell, not today's percent.

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SHH. THIS IS A CLUB.

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Market Signal Report
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Soft green. Bond vol on. Sep 29 dated.

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