Middle East developments remain a major swing factor after President Donald Trump delivered a tougher message on Iran at the U.N., although crude continues to retreat as Saudi Arabia restores export infrastructure and markets anticipate possible diplomatic progress. Premarket attention includes KB Home, Worthington Enterprises and IonQ, while today's relatively light U.S. calendar features weekly ADP employment, Philly Fed non-manufacturing and Richmond Fed manufacturing/business conditions. With no major Fed decision today, investors remain focused on Fed speakers, Treasury yields, oil/geopolitical headlines and whether the AI/semiconductor rally can continue; after the Nasdaq's latest record, any renewed rise in oil or yields represents the clearest near-term threat to momentum. 23-SEP-2026 06:44 AM ET