Thursday, August 13, 2026 - Generated 05:33 AM PT
Market color: AI infrastructure and memory names led the pre-market tape after blowout earnings from CoreWeave, Supermicro, Nebius and Lumentum quieted AI-demand concerns, while cooler July CPI data added a supportive macro backdrop. Some late reporters (Cisco, Coherent) slipped despite beats, keeping the tape mixed.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| AMAT | Applied Materials, Inc. | After Close | $3.39 | $435.2B |
| DOGEF | Ørsted A/S | Not Specified | $0.82 | $430.0B |
| BN | Brookfield Corporation | Before Open | $0.31 | $99.8B |
| NU | Nu Holdings Ltd. | After Close | $0.19 | $65.5B |
| ANFGF | Antofagasta plc | Not Specified | - | $53.7B |
| RWNFF | RWE Aktiengesellschaft | Not Specified | $0.63 | $49.9B |
| LNVGF | Lenovo Group Limited | Not Specified | $0.04 | $46.0B |
| JDCMF | JD.com, Inc. | Not Specified | $3.55 | $44.7B |
| JD | JD.com, Inc. | Before Open | $5.63 | $42.7B |
| PTTPF | Not Specified | $1.57 | $41.2B | |
| AMKBF | A.P. Møller - Mærsk A/S | Not Specified | $32.79 | $37.6B |
| AMKAF | A.P. Møller - Mærsk A/S | Not Specified | - | $36.1B |
| CKHUF | CK Hutchison Holdings Limited | Not Specified | - | $34.8B |
| CKHUY | CK Hutchison Holdings Limited | Not Specified | - | $34.6B |
| HHUSF | Hua Hong Grace Semiconductor Limite | Not Specified | $0.02 | $34.1B |
| PUTRY | PTT Public Company Limited | Not Specified | - | $33.5B |
| SGBLY | Standard Bank Group Limited | Not Specified | - | $32.6B |
| ADYYF | Adyen N.V. | Not Specified | - | $32.0B |
| BSP | Bending Spoons S.p.A. | Before Open | $0.27 | $31.1B |
| TPR | Tapestry, Inc. | Before Open | $1.28 | $31.1B |
Tracked stocks reporting today: AMAT (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| SMCI | Super Micro | AI | $37.61 | +19.0% | 2.9x | Y |
| LITE | Lumentum | AI | $932.47 | +13.6% | 2.2x | Y |
| BE | Bloom Energy | AI | $237.16 | +12.3% | 1.0x | Y |
| COHR | Coherent | AI | $355.64 | +8.2% | 1.8x | Y |
| STX | Seagate | AI | $878.21 | +7.0% | 1.0x | Y |
| BKSY | BlackSky | Space | $31.87 | +6.6% | 0.7x | Y |
| ANET | Arista | AI | $210.50 | +6.4% | 1.1x | Y |
| ORCL | Oracle | AI | $153.28 | +5.4% | 1.4x | Y |
| MU | Micron | AI | $911.29 | +4.9% | 0.7x | Y |
| LRCX | Lam Research | AI | $326.11 | +4.7% | 0.6x | Y |
| AMAT | Applied Materials | AI | $548.15 | +4.3% | 0.6x | Y |
| KLAC | KLA Corp | AI | $208.25 | +3.9% | 0.8x | Y |
| ASTS | AST SpaceMobile | Space | $74.31 | +3.7% | 0.5x | Y |
| WDC | Western Digital | AI | $454.10 | +3.7% | 0.7x | Y |
| DXYZ | Destiny Tech100 | Space | $30.66 | +3.5% | 0.7x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| SMCI | AI | 164.57M | 56.22M | 2.9x | +19.0% |
| LITE | AI | 11.74M | 5.39M | 2.2x | +13.6% |
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-partners-goldman-sachs-blackrock-152456010.html) - CoreWeave, Nebius soar as AI spending powers growth — CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an A [Yahoo Finance Video](https://finance.yahoo.com/video/coreweave-nebius-soar-ai-spending-141200933.html) - Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck — Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. [Yahoo Finance](https://finance.yahoo.com/markets/article/tech-leads-sectors-higher-in-early-trading-as-chip-stocks-gain-alphacheck-134443200.html)
[Investing.com](https://finance.yahoo.com/technology/ai/articles/bofa-lifts-server-cpu-tam-120133825.html) - I’m Buying More and More Nvidia Because Of One Massive AI Transition Underway — Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps gettin [24/7 Wall St.](https://247wallst.com/investing/2026/08/13/im-buying-more-and-more-nvidia-because-of-one-massive-ai-transition-underway/) - Cerebras Stock Plummets 17% Despite Solid Earnings — Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. [Barrons.com](https://www.barrons.com/articles/cerebras-systems-earnings-stock-price-fac4c486?siteid=yhoof2&yptr=yahoo)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/13/3-semiconductor-stocks-to-buy-before-the-next-ai-earnings-wave-in-august/) - Cathie Wood buys $16.2 million of popular semiconductor stock — Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the [TheStreet](https://www.thestreet.com/investing/stocks/cathie-wood-buys-16-million-semiconductor-stock-broadcom-avgo) - You Skipped the AI Rally Because Retirement Felt Too Close. These 3 ETFs Get You In Without Betting Your Nest Egg — Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your futur [24/7 Wall St.](https://247wallst.com/investing/etf/2026/08/12/you-skipped-the-ai-rally-because-retirement-felt-too-close-these-3-etfs-get-you-in-without-betting-your-nest-egg/)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/13/3-semiconductor-stocks-to-buy-before-the-next-ai-earnings-wave-in-august/) - Alpha and Omega Semiconductor (AOSL) Reports Q4 Loss, Beats Revenue Estimates — Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock? [Zacks](https://finance.yahoo.com/markets/stocks/articles/alpha-omega-semiconductor-aosl-reports-211001432.html) - Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock? — AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking. [Zacks](https://finance.yahoo.com/markets/stocks/articles/broadcom-overvalued-23-8x-p-165400587.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/tech-just-got-cheaper-means-154100291.html) - Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years — Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares start [Reuters](https://finance.yahoo.com/markets/stocks/articles/ackman-unveils-six-investments-including-120701203.html) - Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals — Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. [Investor's Business ](https://www.investors.com/research/ibd-industry-themes/dow-jones-microsoft-msft-palantir-pltr-twilio-twlo/?src=A00220&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/google-pixel-11-isn-t-205900374.html) - Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone — Google debuted its Pixel 11 line of smartphones on Wednesday. [Yahoo Finance](https://finance.yahoo.com/technology/article/google-launches-pixel-11-smartphone-line-including-pixel-11-pro-fold-as-apple-preps-foldable-iphone-140000624.html) - Microsoft Is Still Negative 1 Year Later: 76% Increase Lies Ahead According to This Analyst — While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between perce [24/7 Wall St.](https://247wallst.com/investing/2026/08/13/microsoft-is-still-negative-1-year-later-76-increase-lies-ahead-according-to-this-analyst/)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/13/billionaire-david-tepper-just-revealed-his-single-largest-stock-holding-its-not-nvidia/) - Microsoft Is Still Negative 1 Year Later: 76% Increase Lies Ahead According to This Analyst — While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between perce [24/7 Wall St.](https://247wallst.com/investing/2026/08/13/microsoft-is-still-negative-1-year-later-76-increase-lies-ahead-according-to-this-analyst/) - GOOGL Stock Tops Retail Pick Over AMZN, META, MSFT For Next 12 Months – But META Leads Wall Street Upside — Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/googl-stock-tops-retail-sentiment-amzn-meta-msft-12-months/cZoq7QnRJhY)
[Yahoo Finance Video](https://finance.yahoo.com/video/quantum-computing-goes-mainstream-quantinuum-211500385.html) - Big Tech Drives Up Credit Risk for Safe Firms With No AI Links — As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms. [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/big-tech-drives-credit-risk-103014617.html) - Oracle sends another shocking message to employees — 2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-relat [TheStreet](https://www.thestreet.com/employment/oracle-layoffs-ai-infrastructure-debt)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/13/elon-musks-new-texas-facility-will-be-36-times-bigger-than-the-empire-state-building-heres-everything-we-know-so-far-2/) - Nvidia’s biggest risk may be coming from inside its customer base — Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternative [TheStreet](https://www.thestreet.com/investing/nvidias-biggest-risk-may-be-coming-from-inside-its-customer-base) - TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches — The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $16.95 | $39.22 | +131.4% |
| KTOS | Space | $63.82 | $107.14 | +67.9% |
| MU | AI | $911.29 | $1501.98 | +64.8% |
| PL | Space | $24.50 | $40.10 | +63.7% |
| ORCL | AI | $153.28 | $247.17 | +61.3% |
| MOD | AI | $199.53 | $310.29 | +55.5% |
| VST | AI | $146.68 | $221.74 | +51.2% |
| WDC | AI | $454.10 | $662.12 | +45.8% |
| POWL | AI | $207.98 | $301.25 | +44.8% |
| SPIR | Space | $14.74 | $20.88 | +41.6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| SMCI | $37.61 | +19.0% | 2.9x | $24.3B | 16.6 | +0% |
| LITE | $932.47 | +13.6% | 2.2x | $82.6B | 145.0 | +21% |
| BE | $237.16 | +12.3% | 1.0x | $69.9B | 312.1 | +15% |
| COHR | $355.64 | +8.2% | 1.8x | $69.6B | 86.1 | +11% |
| STX | $878.21 | +7.0% | 1.0x | $199.4B | 63.3 | +27% |
| ANET | $210.50 | +6.4% | 1.1x | $265.5B | 66.6 | +15% |
| ORCL | $153.28 | +5.4% | 1.4x | $441.5B | 26.3 | +61% |
| MU | $911.29 | +4.9% | 0.7x | $1.03T | 20.6 | +65% |
| LRCX | $326.11 | +4.7% | 0.6x | $408.1B | 56.5 | +13% |
| AMAT | $548.15 | +4.3% | 0.6x | $435.2B | 51.6 | +16% |
| KLAC | $208.25 | +3.9% | 0.8x | $272.1B | 54.7 | +11% |
| WDC | $454.10 | +3.7% | 0.7x | $156.5B | 18.0 | +46% |
| NVDA | $224.09 | +3.0% | 0.7x | $5.43T | 34.4 | +35% |
| CSCO | $123.88 | +2.9% | 1.4x | $488.3B | 37.2 | +7% |
| GNRC | $221.90 | +2.8% | 1.0x | $13.1B | 51.0 | +28% |
| GEV | $1039.90 | +2.8% | 0.5x | $277.0B | 29.8 | +19% |
| VRT | $288.36 | +2.3% | 0.6x | $111.0B | 65.4 | +17% |
| MRVL | $217.08 | +2.2% | 0.5x | $194.8B | 74.6 | +18% |
| TLN | $365.07 | +2.0% | 1.1x | $17.5B | 12.5 | +28% |
| AMD | $482.93 | +1.8% | 0.6x | $788.4B | 123.5 | +27% |
| TSM | $429.15 | +1.7% | 0.6x | $2.23T | 32.4 | +28% |
| VST | $146.68 | +1.2% | 0.6x | $49.2B | 24.4 | +51% |
| ABBNY | $102.56 | +0.9% | 0.0x | $186.0B | 37.7 | -10% |
| FLNC | $13.20 | +0.7% | 0.4x | $3.0B | 56.6 | +28% |
| MOD | $199.53 | +0.6% | 0.7x | $10.6B | 74.7 | +56% |
| ASML | $1810.07 | +0.6% | 0.7x | $695.2B | 61.4 | +20% |
| FCX | $69.22 | +0.5% | 0.6x | $96.9B | 33.8 | +4% |
| SCCO | $194.89 | +0.2% | 0.5x | $164.6B | 29.2 | -15% |
| ETN | $459.96 | +0.1% | 0.7x | $178.6B | 46.7 | +3% |
| CEG | $278.68 | +0.1% | 0.7x | $98.7B | 27.2 | +26% |
| AVGO | $416.05 | -0.0% | 0.6x | $1.98T | 69.5 | +27% |
| GOOGL | $343.54 | -0.1% | 0.7x | $4.20T | 17.2 | +25% |
| POWL | $207.98 | -0.2% | 0.4x | $7.6B | 39.8 | +45% |
| HUBB | $512.90 | -1.3% | 0.6x | $27.1B | 30.4 | +10% |
| AMZN | $267.28 | -1.8% | 0.6x | $2.88T | 21.5 | +22% |
| MSFT | $492.43 | -2.3% | 0.7x | $3.66T | 28.1 | +15% |
| META | $578.85 | -3.4% | 0.9x | $1.47T | 21.8 | +30% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| BKSY | $31.87 | +6.6% | 0.7x | $1.3B | +21% |
| ASTS | $74.31 | +3.7% | 0.5x | $28.9B | +7% |
| DXYZ | $30.66 | +3.5% | 0.7x | $934.1M | - |
| PL | $24.50 | +3.4% | 0.4x | $8.7B | +64% |
| VSAT | $87.23 | +3.2% | 0.6x | $12.0B | +16% |
| LUNR | $16.95 | +2.9% | 1.0x | $2.7B | +131% |
| CW | $723.71 | +2.5% | 0.9x | $26.7B | +12% |
| DCO | $201.39 | +2.1% | 1.0x | $3.0B | -2% |
| UFO | $48.86 | +1.9% | 0.2x | - | - |
| WWD | $362.70 | +1.7% | 0.6x | $21.4B | +24% |
| HEI | $373.10 | +1.7% | 0.5x | $52.1B | +4% |
| BWXT | $172.56 | +1.7% | 0.9x | $15.8B | +36% |
| LHX | $290.74 | +1.7% | 1.3x | $54.1B | +18% |
| LMT | $606.72 | +1.5% | 0.7x | $140.0B | +4% |
| RKLB | $81.17 | +1.4% | 0.7x | $51.9B | +39% |
| MNTS | $4.86 | +1.0% | 0.2x | $91.5M | - |
| ARKX | $34.69 | +0.8% | 0.6x | - | - |
| TDY | $686.49 | +0.7% | 0.5x | $31.8B | +10% |
| IRDM | $49.65 | +0.5% | 0.3x | $5.3B | -15% |
| XAR | $293.34 | +0.3% | 0.9x | - | - |
| SPCE | $3.30 | +0.3% | 0.4x | $499.5M | +7% |
| NOC | $577.32 | +0.3% | 0.5x | $82.0B | +11% |
| KTOS | $63.82 | +0.1% | 0.7x | $12.0B | +68% |
| HWM | $281.63 | +0.1% | 0.5x | $112.3B | +19% |
| PSN | $48.28 | +0.1% | 0.5x | $5.2B | +21% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| RDW | $13.49 | -0.1% | 0.4x | $3.4B | +8% |
| GSAT | $83.22 | -0.4% | 0.6x | $10.8B | +8% |
| RTX | $222.76 | -0.5% | 0.6x | $300.2B | +4% |
| SPIR | $14.74 | -0.5% | 0.5x | $570.6M | +42% |
| GE | $365.33 | -0.7% | 0.5x | $379.1B | +11% |
| BA | $231.20 | -0.9% | 0.5x | $182.6B | +19% |