CNBC Business News Update - Market Close: Stocks Higher, Boeing Shares Higher On Eased Regulations, China Silent On US TikTok Deal 9/26/25

Episode Date: September 26, 2025

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

I'm Jessica Eddinger, CNBC. Wall Street opens Monday morning, with two days left in September trading. Stocks are coming off a losing week for the major averages, even though it was a winning Friday. The Dow was up 299 points on Friday, led higher by shares of Boeing, which were up three and a half percent. The S&P 500 index up 38 points. The NASDAQ was up 99 points on Friday. InVIDIA shares were up a third of a percent Friday. The major average, averages are on pace for a winning month of September. Silver hit its highest level Friday in 14 years. Platinum hit its highest in 12 years.

Gold still very near its record high. Boeing shares led that Dow higher on Friday as the Federal Aviation Administration said it would ease restrictions on plane certifications. If they once again have the authority to certify their own aircraft before they are delivered, it makes it much easier as they are planning to raise production levels. And that's crucial because if you have to wait for the approval of the FAA on every single aircraft that is delivered, it just becomes more cumbersome. CNBC's Phil LeBoe. Consumer sentiment keeps dropping final September survey numbers from the University of Michigan. Expectations for for some improvement. The reality is each one deteriorated on

growth. Fifty-five point one is the headline number. The week is going back to May. That's CNBC's Rick Santelli. Here's a little more on the consumer confidence drop from CNBC's Sarah Eisen. It was broad across age, income and education. Key exception, consumers with large stock holdings. Stock market did well in September. And so those consumers didn't feel as pessimistic, but everybody else did. President Trump signed an executive order putting TikTok in U.S. control, but China hasn't said a deal is done for the bite dance-owned video clip app to have a new owner. TikTok was banned by Congress as a national security and propaganda threat sitting on the phones of half the U.S. adult population. CNBC's Eunice Yun is in Beijing.

There was no clear confirmation yet again from Beijing. When asked about President Trump's TikTok announcement, the foreign ministry said the Chinese government, the Chinese government, respects the will of enterprises and is happy to see enterprises doing business negotiations on the basis of market rules and reaching a solution that meets China's laws and regulations. The official Chinese summary between President Trump and Xi also didn't have President C approving this deal, even as President Trump at the briefing said that President Xi, quote, gave us the go-ahead. American farmers may be getting a little government relief in the form of a check, as countries like China are no longer buying U.S. produce.

The president acknowledging that his trade war has caused some fallout for American farmers who have seen a drop off in Chinese purchases of American soybeans. He said he's going to develop a mechanism to transfer some of the tariff dollars that he's taking from American importers, transfer those dollars to American farmers. The mechanism of all that, how much money is at stake, all that still TBD. CNBC's Aiman Javers. On the coming week's watch list, it's all. about jobs with the September jobs report coming Friday. We also get earnings from Nike. A government

shutdown is looming Tuesday night. Swifties are waiting for Taylor Swift's new album, The Life of a Showgirl out Friday. Jessica Eddinger, CNBC. President's latest, I swear, is watching. Squackbox, 6 a.m. Eastern and streaming on CNBC Plus.