--- title: "US Stock Market Midday Update: Unity Drops 9.25% as Meta's AI Tools Spark Concerns, High Valuation Under Pressure" type: "News" locale: "en" url: "https://longbridge.com/en/news/300068646.md" description: "Unity Software fell 9.25%; Palantir Tech rose 0.19%, with turnover reaching $3.391 billion; Strategy dropped 0.01%, with turnover reaching $2.21 billion; Salesforce rose 0.96%, with turnover reaching $1.39 billion; SAP fell 0.71%, with a market capitalization of $241.4 billion" datetime: "2026-09-24T19:08:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/300068646.md) - [en](https://longbridge.com/en/news/300068646.md) - [zh-HK](https://longbridge.com/zh-HK/news/300068646.md) generator: "portal-rs" --- # US Stock Market Midday Update: Unity Drops 9.25% as Meta's AI Tools Spark Concerns, High Valuation Under Pressure **US Stock Market Midday Update** Unity Software fell 9.25%, with increased trading volume. Based on recent news: 1. On September 25, Meta released Horizon Create and Horizon Studio at its Meta Connect conference. The new tools allow users to build games leveraging agent-based creation capabilities, causing Unity Software's stock price to drop by as much as 6.9% at one point. 2. On September 24, market analysis pointed out that Unity's revenue elasticity depends on the expansion speed of Meta's hardware ecosystem, rather than the success or failure of a single device. Analysts' consensus expectation for Unity's earnings per share (EPS) in fiscal year 2026 is -$0.69, but it is expected to turn positive to $1.09 in fiscal year 2027. 3. On September 24, Unity Software announced its Q2 EPS was -$0.05, beating the market expectation of -$0.11. However, market observers noted its high valuation, with a price-to-sales ratio of approximately 9 times. The essential logic of market trading is a positive cycle. **Stocks with Leading Trading Volume in the Industry** Palantir Tech rose 0.19%. Based on recent news: 1. On September 23, Palantir's stock price hit its highest closing price of the year, rebounding nearly 80% from its low three months ago. Analysts pointed out that the recent rally was mainly driven by investor enthusiasm following last month's earnings report, which showed a 149% year-over-year increase in quarterly revenue. 2. On September 24, Palantir secured a new contract with the US Army, driving growth in its government business. The company is also expanding cooperation with commercial clients, with CEO Alex Karp meeting with leaders from Poland and Lithuania to discuss technology investments. 3. On September 24, Rosenblatt analyst John McPeake reiterated a Buy rating and set a target price of $225, implying approximately 19% upside potential. AI technology has wide applications and strong market demand. Strategy dropped 0.01%, with turnover of $2.21 billion. Based on recent key news: 1. On September 22, Strategy increased its Bitcoin holdings by 950 coins, pushing the stock price up. Bitcoin prices broke through $85,000, and Strategy's stock price rose 7.98% on the same day. Source: Reuters 2. On September 23, Trump's account bought Strategy stocks, causing the stock price to surge 83%. Although the transaction size was small, it faced questions from lawmakers regarding timing. Source: BlockBeats 3. On September 22, market funds flowed back from the AI sector to cryptocurrencies, driving up Bitcoin prices. The redistribution of liquidity provided incremental funding sources for Bitcoin. Source: Woofun AI Cryptocurrency market volatility has intensified, requiring attention to risks. Salesforce rose 0.96%. Based on recent news: 1. On September 22, Qianwen Office announced it would integrate Salesforce on Alibaba Cloud. This collaboration will combine Qianwen Office's enterprise context understanding and task planning execution capabilities with Salesforce's customer management capabilities, improving the efficiency of enterprise employees in customer management and sales-related work, thereby pushing the stock price up. (Shanghai Securities News) 2. On September 23, Qianwen Office announced a joint exploration with Salesforce and SAP China into the synergy between office Agents and enterprise management systems. This move will further enhance Salesforce's competitiveness in the enterprise management software sector, boost market confidence, and lead to a subsequent rise in stock price. (Jiemian) 3. On September 21, Salesforce Director Kirk David Blair purchased 4,176 shares of common stock at a price of $239.33 per share. This move demonstrated insiders' confidence in the company's prospects, further driving the stock price up. (EDGAR) Industry trends are improving, and the application prospects of AI technology are broad. **Stocks with Leading Market Capitalization in the Industry** SAP fell 0.71%, with increased trading volume. Based on recent key news: 1. On September 23, Qianwen Office and SAP China announced a collaboration to explore the application of AI in enterprise management systems. This cooperation may enhance SAP's competitiveness in the enterprise management software sector, leading to stock price fluctuations. (Zhitong Finance) 2. On September 22, JPMorgan analysts maintained their Hold rating for SAP, with a target price of 175 euros. The stability of analyst ratings may impact the stock price. (Zhitong Finance) 3. On September 23, SAP Executive Director Muhammad Alam emphasized the scalability of its products. Despite competitive pressure, this strategy may help maintain market share. (Jiemian) Industry collaboration and technological innovation are driving market attention. ### Related Stocks - [U.US](https://longbridge.com/en/quote/U.US.md) - [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md) - [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md) - [CRM.US](https://longbridge.com/en/quote/CRM.US.md) - [SAP.US](https://longbridge.com/en/quote/SAP.US.md) ## Related News & Research - [Unity Stock Rises in Sympathy with Accenture's Strong Q4](https://longbridge.com/en/news/300718123.md) - [3 AI Productivity Stocks Retail Investors Are Watching Right Now](https://longbridge.com/en/news/300196665.md) - [Michael Burry Raises Red Flag on Oracle’s $664B Backlog and AI Spending: ‘The Customer Is Now the Lender’](https://longbridge.com/en/news/300913488.md) - [Nebius Has $40 Billion of Customer Commitments. 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