Wednesday, August 12, 2026 - Generated 05:32 AM PT
Market color: Futures rose pre-bell ahead of the July CPI report, with AI stocks rallying on strong CoreWeave and Super Micro earnings beats that reinforced AI infrastructure demand. The space sector continued its August rebound as small-cap names outpaced post-IPO SpaceX, driven by earnings momentum and satellite connectivity catalysts.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| TCEHY | Tencent Holdings Limited | Before Open | $7.81 | $535.8B |
| TCTZF | Tencent Holdings Limited | Not Specified | $7.24 | $534.7B |
| CSCO | Cisco Systems, Inc. | After Close | $1.17 | $474.7B |
| TKOMY | Tokio Marine Holdings, Inc. | Not Specified | - | $93.0B |
| TKOMF | Tokio Marine Holdings, Inc. | Not Specified | - | $88.8B |
| COHR | Coherent Corp. | After Close | $1.62 | $64.3B |
| EONGY | E.ON SE | Before Open | - | $57.5B |
| ENAKF | E.ON SE | Not Specified | $0.31 | $55.8B |
| CBRS | Cerebras Systems Inc. | After Close | $-0.18 | $52.3B |
| NBIS | Nebius Group N.V. | Before Open | $-0.86 | $49.0B |
| HNHAF | Hon Hai Precision Industry Co., Ltd | Not Specified | $4.06 | $45.6B |
| TTRAF | Telstra Group Limited | Not Specified | - | $39.3B |
| TLGPY | Telstra Group Limited | Not Specified | - | $39.2B |
| AAVMY | ABN AMRO Bank N.V. | Before Open | - | $37.5B |
| BLMIF | Bank Leumi le-Israel B.M. | Not Specified | $1.26 | $37.4B |
| ABMRF | ABN AMRO Bank N.V. | Not Specified | $0.79 | $36.9B |
| HVRRF | Hannover Rück SE | Not Specified | $5.43 | $35.2B |
| SAXPY | Sampo Oyj | Before Open | - | $28.7B |
| SAXPF | Sampo Oyj | Not Specified | $0.18 | $28.5B |
| VWDRY | Vestas Wind Systems A/S | Not Specified | $0.06 | $26.7B |
Tracked stocks reporting today: CSCO (After Close), COHR (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| DXYZ | Destiny Tech100 | Space | $29.62 | +11.6% | 0.4x | Y |
| SPIR | Spire Global | Space | $14.82 | +5.6% | 0.3x | Y |
| GNRC | Generac | AI | $215.86 | +4.7% | 0.7x | Y |
| PSN | Parsons | Space | $48.25 | +4.6% | 0.6x | Y |
| BKSY | BlackSky | Space | $29.89 | +4.5% | 0.5x | Y |
| LUNR | Intuitive Machines | Space | $16.48 | +4.4% | 0.6x | Y |
| VRT | Vertiv | AI | $281.81 | +4.3% | 0.6x | Y |
| TLN | Talen Energy | AI | $357.88 | +4.3% | 0.9x | Y |
| ASTS | AST SpaceMobile | Space | $71.63 | +4.2% | 0.6x | Y |
| KLAC | KLA Corp | AI | $200.47 | +4.0% | 0.6x | Y |
| GOOGL | Alphabet | AI | $343.80 | -3.8% | 0.9x | Y |
| MOD | Modine | AI | $198.32 | +3.8% | 0.6x | Y |
| ASML | ASML | AI | $1799.38 | +3.8% | 0.8x | Y |
| ORCL | Oracle | AI | $145.48 | -3.7% | 0.7x | Y |
| FLNC | Fluence Energy | AI | $13.11 | +3.6% | 0.4x | Y |
[Yahoo Finance Video](https://finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html) - Nvidia is becoming the ‘central bank of AI’ as demand explodes — Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the cente [Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-becoming-central-bank-ai-141700463.html) - Put options explained: How trading puts pays off and when it doesn't — See how one Nvidia put option plays out for buyer and seller, from a real quote through potential outcomes at expiration, including the cost and breakeven for each side. [Yahoo Personal Finan](https://finance.yahoo.com/personal-finance/investing/article/put-option-130000345.html)
[Motley Fool](https://www.fool.com/investing/2026/08/12/amd-trades-forward-earnings-nvidia-buy/) - The $1.3 Trillion Inference War Is Heating Up. 3 Stocks to Watch. — Nvidia, Cerebras, and AMD could all be inference winners. [Motley Fool](https://www.fool.com/investing/2026/08/12/trillion-inference-war-heating-up-stocks-nvda-amd/) - Ex-AMD Exec Says Nvidia Is Using Its Bigger War Chest To Counter AI Gains: ‘I Experienced This Same Play’ Against Intel — AMD expects Helios to generate billions of dollars in its first full quarter and its AI business to more than double in 2027. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/ex-amd-exec-nvidia-war-chest-ai-gains-play-against-intel/cZoFHKiRJg5)
[Yahoo Finance](https://finance.yahoo.com/markets/article/quantum-trade-moves-beyond-science-fiction-alphacheck-152407486.html) - Why Broadcom Is The Low-Beta AI Play To Buy — Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or w [24/7 Wall St.](https://247wallst.com/investing/2026/08/12/why-broadcom-is-the-low-beta-ai-play-to-buy/) - Latest News In AI Chips - Advanced Chip Packaging Sparks Market Growth Shift — Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38 [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-advanced-113731294.html)
[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-cpi-inflation-08-12-2026/card/strong-results-from-coreweave-super-micro-computer-boost-stock-futures-LNlyXNyr4t6DrebmZZvX?siteid=yhoof2&yptr=yahoo) - Why Is Marvell Technology (MRVL) Investing $250 Million In India Now? — Marvell Technology (NasdaqGS:MRVL) announced a planned US$250 million investment in India aimed at expanding its presence in the country. The company intends to roughly double its local headcount and [Simply Wall St.](https://finance.yahoo.com/technology/articles/why-marvell-technology-mrvl-investing-032159497.html) - What Is The Market Really Expecting From AVGO Stock? — At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing [Trefis](https://www.trefis.com/articles/610926/what-is-the-market-really-expecting-from-avgo-stock-3/2026-08-11)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-coreweave-and-supermicro-results-win-over-investors-135605566.html) - Microsoft stock just cleared a big hurdle but still trails the S&P 500 — The bulls are back in control of Microsoft stock. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/microsoft-stock-just-cleared-a-big-hurdle-but-still-trails-the-sp-500-130843662.html) - 5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now — Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. [Investor's Business ](https://www.investors.com/etfs-and-funds/sectors/sp-500-stocks-crank-out-per-second-starting-now/?src=A00220&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/coreweave-jumps-10-following-q2-210500927.html) - Can SpaceX really reach $100B in annual recurring revenue by 2027? — Deutsche Bank predicts that SpaceX (SPCX) will hit $100 billion in annual recurring revenue (ARR) by the end of 2026. Yahoo Finance Senior Business Reporter Ines Ferré and PNC Asset Management Group c [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-really-reach-100b-annual-144912928.html) - Why Broadcom Is The Low-Beta AI Play To Buy — Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or w [24/7 Wall St.](https://247wallst.com/investing/2026/08/12/why-broadcom-is-the-low-beta-ai-play-to-buy/)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-coreweave-and-supermicro-results-win-over-investors-135605566.html) - 1 Hyperscaler Stock to Buy, 1 to Hold, and 1 to Avoid — Not all hyperscalers are created equal. [Motley Fool](https://www.fool.com/investing/2026/08/12/1-hyperscaler-stock-to-buy-1-to-hold-and-1-to-avoi/) - Nvidia's plan for Wall Street could add fresh fuel — and risk — to the AI boom — A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom. [Axios](https://www.axios.com/2026/08/12/nvidia-ai-financing-blackrock-goldman#utm_source=yahoo_finance&utm_medium=partner&utm_campaign=subs-partner-yahoo-finance-AI)
[Yahoo Finance](https://finance.yahoo.com/markets/article/quantum-trade-moves-beyond-science-fiction-alphacheck-152407486.html) - Nvidia's plan for Wall Street could add fresh fuel — and risk — to the AI boom — A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom. [Axios](https://www.axios.com/2026/08/12/nvidia-ai-financing-blackrock-goldman#utm_source=yahoo_finance&utm_medium=partner&utm_campaign=subs-partner-yahoo-finance-AI) - Quantinuum Posts First Earnings Since IPO; Strikes Oracle Quantum Deal — Quantinuum topped analysts’ estimates in its first quarterly report as a public company, though investors barely blinked. As an early-stage company, Quantinuum’s revenue is heavily tied to individ [Barrons.com](https://www.barrons.com/articles/quantinuum-earnings-stock-price-84df4562?siteid=yhoof2&yptr=yahoo)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-cpi-inflation-nvidia-partners-super-micro-earnings/?src=A00220&yptr=yahoo) - Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High — The foundry giant's monthly numbers keep setting records. The share price assumes they stop. [Motley Fool](https://www.fool.com/investing/2026/08/12/taiwan-semiconductors-july-revenue-rose-45-and-the/) - Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC — Microsoft New AI Chip May Create a Fresh Threat to Nvidia [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $16.48 | $39.22 | +138.0% |
| MU | AI | $868.52 | $1501.98 | +72.9% |
| ORCL | AI | $145.48 | $247.17 | +69.9% |
| PL | Space | $23.70 | $40.10 | +69.2% |
| KTOS | Space | $63.73 | $107.14 | +68.1% |
| MOD | AI | $198.32 | $310.29 | +56.5% |
| VST | AI | $144.92 | $221.74 | +53.0% |
| WDC | AI | $437.93 | $662.12 | +51.2% |
| POWL | AI | $208.38 | $301.25 | +44.6% |
| RKLB | Space | $80.01 | $112.76 | +40.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| GNRC | $215.86 | +4.7% | 0.7x | $12.7B | 49.5 | +32% |
| VRT | $281.81 | +4.3% | 0.6x | $108.5B | 61.0 | +20% |
| TLN | $357.88 | +4.3% | 0.9x | $17.1B | 12.3 | +31% |
| KLAC | $200.47 | +4.0% | 0.6x | $261.9B | 54.6 | +16% |
| MOD | $198.32 | +3.8% | 0.6x | $10.5B | 74.0 | +56% |
| ASML | $1799.38 | +3.8% | 0.8x | $691.1B | 61.3 | +21% |
| FLNC | $13.11 | +3.6% | 0.4x | $3.0B | 56.2 | +28% |
| ANET | $197.85 | +3.3% | 0.6x | $249.5B | 62.4 | +22% |
| ETN | $459.29 | +3.2% | 0.7x | $178.3B | 46.7 | +3% |
| CEG | $278.36 | +2.9% | 0.7x | $98.6B | 27.2 | +26% |
| HUBB | $519.62 | +2.9% | 0.5x | $27.5B | 30.8 | +9% |
| STX | $820.52 | +2.4% | 0.7x | $186.3B | 57.5 | +36% |
| GEV | $1011.88 | +2.1% | 0.6x | $269.5B | 29.0 | +22% |
| MRVL | $212.31 | +1.8% | 0.3x | $190.6B | 73.0 | +21% |
| LRCX | $311.41 | +1.6% | 0.6x | $389.7B | 54.1 | +18% |
| VST | $144.92 | +1.4% | 0.6x | $48.6B | 24.4 | +53% |
| COHR | $328.57 | +1.1% | 0.8x | $64.3B | 156.5 | +20% |
| AMD | $474.32 | +1.0% | 0.6x | $774.3B | 120.4 | +29% |
| ABBNY | $101.67 | +1.0% | 0.1x | $184.4B | 37.4 | -9% |
| MU | $868.52 | +0.9% | 0.6x | $980.9B | 19.5 | +73% |
| LITE | $820.59 | +0.9% | 1.1x | $63.8B | 145.0 | +37% |
| TSM | $422.06 | +0.9% | 0.7x | $2.19T | 31.9 | +30% |
| META | $599.12 | +0.7% | 0.7x | $1.53T | 22.6 | +26% |
| AMAT | $525.61 | +0.7% | 0.7x | $417.3B | 49.5 | +20% |
| POWL | $208.38 | +0.6% | 0.5x | $7.6B | 39.8 | +45% |
| SMCI | $31.60 | +0.4% | 1.1x | $20.4B | 16.6 | +20% |
| BE | $211.21 | +0.3% | 0.6x | $62.2B | 270.8 | +30% |
| NVDA | $217.50 | -0.0% | 0.6x | $5.27T | 33.4 | +39% |
| WDC | $437.93 | -0.1% | 0.7x | $150.9B | 18.1 | +51% |
| MSFT | $503.81 | -0.4% | 0.6x | $3.74T | 28.1 | +13% |
| SCCO | $194.48 | -1.1% | 0.9x | $164.2B | 29.2 | -14% |
| AVGO | $416.08 | -1.5% | 0.5x | $1.98T | 69.5 | +27% |
| CSCO | $120.43 | -1.7% | 0.7x | $474.7B | 40.1 | +10% |
| AMZN | $272.27 | -2.1% | 0.6x | $2.94T | 21.9 | +19% |
| FCX | $68.87 | -2.3% | 0.7x | $96.4B | 34.6 | +4% |
| ORCL | $145.48 | -3.7% | 0.7x | $419.1B | 25.0 | +70% |
| GOOGL | $343.80 | -3.8% | 0.9x | $4.20T | 17.2 | +24% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DXYZ | $29.62 | +11.6% | 0.4x | $902.4M | - |
| SPIR | $14.82 | +5.6% | 0.3x | $573.7M | +41% |
| PSN | $48.25 | +4.6% | 0.6x | $5.2B | +21% |
| BKSY | $29.89 | +4.5% | 0.5x | $1.2B | +29% |
| LUNR | $16.48 | +4.4% | 0.6x | $2.6B | +138% |
| ASTS | $71.63 | +4.2% | 0.6x | $27.8B | +11% |
| RDW | $13.51 | +3.0% | 0.5x | $3.4B | +7% |
| PL | $23.70 | +2.6% | 0.4x | $8.4B | +69% |
| MNTS | $4.81 | +2.6% | 0.2x | $90.6M | - |
| KTOS | $63.73 | +2.1% | 0.6x | $12.0B | +68% |
| SPCE | $3.29 | +1.9% | 0.2x | $498.0M | +7% |
| CW | $705.96 | +1.7% | 1.1x | $26.1B | +15% |
| XAR | $292.33 | +1.4% | 0.5x | - | - |
| DCO | $197.26 | +1.2% | 0.6x | $3.0B | +0% |
| HEI | $366.92 | +0.8% | 0.7x | $51.3B | +5% |
| BWXT | $169.71 | +0.5% | 0.6x | $15.5B | +39% |
| GE | $368.06 | +0.4% | 0.5x | $381.9B | +10% |
| BA | $233.24 | +0.2% | 0.4x | $184.2B | +18% |
| UFO | $47.95 | +0.1% | 0.2x | - | - |
| WWD | $356.58 | +0.1% | 0.5x | $21.1B | +26% |
| IRDM | $49.38 | +0.1% | 0.5x | $5.2B | -15% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| ARKX | $34.41 | +0.0% | 0.7x | - | - |
| RKLB | $80.01 | -0.0% | 1.2x | $51.2B | +41% |
| RTX | $223.86 | -0.1% | 0.4x | $301.7B | +4% |
| GSAT | $83.56 | -0.3% | 0.5x | $10.8B | +8% |
| VSAT | $84.52 | -0.4% | 0.5x | $11.6B | +20% |
| NOC | $575.69 | -0.4% | 0.4x | $81.8B | +12% |
| HWM | $281.34 | -0.8% | 0.3x | $112.2B | +19% |
| LMT | $597.77 | -0.9% | 0.6x | $138.0B | +5% |
| TDY | $681.74 | -1.2% | 0.7x | $31.6B | +11% |
| LHX | $286.02 | -1.3% | 0.8x | $53.3B | +20% |