U.S. stock futures rose after September 2026 nonfarm payrolls increased by just 29,000, well below the 90,000 forecast, while the unemployment rate rose to 4.2% and wage growth undershot expectations. Downward revisions reduced combined July and August employment gains by 60,000. The report prompted investors to reduce expectations for further Federal Reserve tightening; before its release, Fed futures priced a 23% chance of a 25-basis-point hike this month, while markets later priced in less than one additional increase for the remainder of 2026. S&P 500 and Nasdaq 100 futures each gained 0.9%, while Dow Jones futures climbed 460 points. Lower oil prices also eased inflation concerns and supported Treasuries. Despite Friday's gains, the S&P 500 remained on track for its worst weekly performance since August, down 1.2%, while the Dow was heading for a 1.8% decline and the Nasdaq for a 0.8% loss. Nike fell 10.7% after forecasting lower annual revenue and announcing job cuts.