Friday, August 14, 2026 - Generated 05:32 AM PT
Market color: Stocks held near record highs after another soft inflation reading (July CPI easing and softer wholesale prices) reinforced bets the Fed won't hike in September. Memory and storage names led to the upside on SanDisk's bullish long-term targets, while earnings-driven drops hit Cisco and Coherent and several space names slipped.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| MSADF | MS&AD Insurance Group Holdings, Inc | Not Specified | - | $45.9B |
| NHOLF | Sompo Holdings, Inc. | Not Specified | - | $40.1B |
| TNXXF | Talanx AG | Not Specified | $2.53 | $30.9B |
| AIVAF | Aviva plc | Not Specified | - | $26.2B |
| QBEIF | QBE Insurance Group Limited | Not Specified | - | $23.4B |
| ASCCF | ASICS Corporation | Not Specified | $32.6 | $21.2B |
| EBCOF | Ebara Corporation | Not Specified | $55.66 | $18.9B |
| SCHYF | Sands China Ltd. | Not Specified | - | $16.1B |
| ASBRF | Asahi Group Holdings, Ltd. | Not Specified | $18.58 | $15.1B |
| SCHYY | Sands China Ltd. | Not Specified | - | $14.8B |
| JINFF | China Gold International Resources | After Close | - | $9.9B |
| NRKBF | NKT A/S | Not Specified | $0.9 | $8.5B |
| PECGF | PETRONAS Chemicals Group Berhad | Not Specified | $0.09 | $6.8B |
| AHICF | Asahi Intecc Co., Ltd. | Not Specified | $18.85 | $5.7B |
| FNNTF | flatexDEGIRO SE | Not Specified | - | $4.6B |
| DNTUF | Dentsu Group Inc. | Not Specified | $57.34 | $4.5B |
| OLGPF | Olam Group Limited | Not Specified | - | $4.0B |
| GMYTF | GMO Payment Gateway, Inc. | Not Specified | $85.68 | $3.9B |
| SDGCF | Sundrug Co.,Ltd. | Not Specified | $68.59 | $3.3B |
| GARPF | Golden Agri-Resources Ltd | Not Specified | $0.01 | $3.2B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| CSCO | Cisco | AI | $113.47 | -8.4% | 2.5x | Y |
| COHR | Coherent | AI | $327.23 | -8.0% | 2.2x | Y |
| WDC | Western Digital | AI | $487.29 | +7.3% | 1.0x | Y |
| LITE | Lumentum | AI | $880.41 | -5.6% | 0.8x | Y |
| SPIR | Spire Global | Space | $13.94 | -5.4% | 0.6x | Y |
| VSAT | Viasat | Space | $82.90 | -5.0% | 0.7x | Y |
| STX | Seagate | AI | $921.37 | +4.9% | 1.0x | Y |
| SPCE | Virgin Galactic | Space | $3.14 | -4.8% | 0.5x | Y |
| CW | Curtiss-Wright | Space | $688.83 | -4.8% | 0.9x | Y |
| MU | Micron | AI | $949.83 | +4.2% | 0.7x | Y |
| SMCI | Super Micro | AI | $39.16 | +4.1% | 2.1x | Y |
| DXYZ | Destiny Tech100 | Space | $31.92 | +4.1% | 0.6x | Y |
| ASTS | AST SpaceMobile | Space | $71.52 | -3.8% | 0.4x | Y |
| SCCO | Southern Copper | AI | $187.59 | -3.7% | 0.7x | Y |
| LUNR | Intuitive Machines | Space | $17.56 | +3.6% | 1.6x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| CSCO | AI | 61.24M | 24.70M | 2.5x | -8.4% |
| COHR | AI | 12.96M | 5.97M | 2.2x | -8.0% |
| SMCI | AI | 119.97M | 57.69M | 2.1x | +4.1% |
[Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-friday-august-14-dow-sp-500-nasdaq-102635519.html) - Nvidia bulls may have a small problem on their hands — The market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidia-bulls-may-have-a-small-problem-on-their-hands-142341243.html) - Investors Are Getting Greedy. Warren Buffett Might Think They are "Playing With Fire." — Investors may want to exercise caution right now. [Motley Fool](https://www.fool.com/investing/2026/08/14/investors-are-getting-greedy-warren-buffett-might/)
[Yahoo Finance Video](https://finance.yahoo.com/video/why-cloudflare-3-ai-sub-120000708.html) - Rockwell Automation’s (ROK) Strength Lies in Operations — Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while i [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/rockwell-automation-rok-strength-lies-122346310.html) - Energy Transfer (ET) Positions to Capitalize on the AI Power Surge — Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while i [Insider Monkey](https://finance.yahoo.com/energy/articles/energy-transfer-et-positions-capitalize-122126224.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/wall-streets-riskiest-trades-are-suddenly-back-on-top-chart-of-the-day-100100027.html) - Here’s What Jim Cramer Is Saying About Semis in August — Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is [24/7 Wall St.](https://247wallst.com/investing/2026/08/14/heres-what-jim-cramer-is-saying-about-semis-in-august/) - Latest News In AI Chips - Cerebras Expands Amidst Rising Demand For AI Innovation — Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This growth highlight [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-cerebras-113751324.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/14/heres-what-jim-cramer-is-saying-about-semis-in-august/) - Sandisk, Reddit, Applied Materials, and More Stocks That Explain Today’s Market — Reddit rallies with the social-media platform set to join the S&P 500, while Applied Materials dips after earnings fail to wow investors. [Barrons.com](https://www.barrons.com/articles/stock-movers-0ed39f6f?siteid=yhoof2&yptr=yahoo) - Marvell (MRVL) Stock Trades At A Premium After A 290% Run — Marvell Technology stock has delivered a very strong 289.6% return over the past three years, yet current valuation checks suggest the shares are priced at a premium rather than standing out as a clea [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/marvell-mrvl-stock-trades-premium-231227889.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/wall-streets-riskiest-trades-are-suddenly-back-on-top-chart-of-the-day-100100027.html) - Why this analyst sees another 30% rip in Microsoft stock — Microsoft shares could stay on fire. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html) - Better Tech Behemoth: Alphabet vs. Microsoft Stock — Both companies are in a heated race to build out AI computing capacity. [Motley Fool](https://www.fool.com/investing/2026/08/14/better-tech-behemoth-alphabet-versus-microsoft-sto/)
[Yahoo Finance Video](https://finance.yahoo.com/video/gemini-zocdoc-launch-ai-doctor-195932395.html) - Google becomes latest company to raise prices thanks to memory shortage — The AI-driven memory shortage strikes again. [Yahoo Finance](https://finance.yahoo.com/technology/article/google-becomes-latest-company-to-raise-prices-thanks-to-memory-shortage-151004099.html) - Rockwell Automation’s (ROK) Strength Lies in Operations — Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while i [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/rockwell-automation-rok-strength-lies-122346310.html)
[Moneywise](https://finance.yahoo.com/markets/stocks/articles/cathie-wood-picks-44-7-115500302.html) - The $121 Billion in One-Time Gains Boosting Big Tech’s Profits — Gains on investments in companies like Anthropic are inflating earnings at some of the biggest technology companies. [The Wall Street Jour](https://www.wsj.com/finance/stocks/the-121-billion-in-one-time-gains-boosting-big-techs-profits-5d2201da?siteid=yhoof2&yptr=yahoo) - The Best "Magnificent Seven" Stocks to Buy in August — The Magnificent Seven have been mostly poor performers this year. [Motley Fool](https://www.fool.com/investing/2026/08/14/the-best-magnificent-seven-stocks-to-buy-in-august/)
[Motley Fool](https://www.fool.com/investing/2026/08/14/this-tech-stock-was-one-of-the-most-shorted-stocks/) - Alithya Group Q1 Earnings Call Highlights — Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline o [MarketBeat](https://www.marketbeat.com/instant-alerts/alithya-group-q1-earnings-call-highlights-2026-08-14/?utm_source=yahoofinance&utm_medium=yahoofinance) - The Bulls and Bears Are at Each Other’s Throats. Why the Bulls Have an Advantage. — Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate. [Barrons.com](https://www.barrons.com/articles/stock-market-bulls-c0d2fe25?siteid=yhoof2&yptr=yahoo)
[Moneywise](https://finance.yahoo.com/markets/stocks/articles/cathie-wood-picks-44-7-115500302.html) - Two Stocks Are Quietly Beating Nvidia, and Wall Street Wants Them 30% Higher — Nvidia stock has dropped after six earnings since 2024, and TSMC absorbed every hit better. Before August 26, analysts see 27% upside. [BeInCrypto](https://beincrypto.com/nvidia-stock-earnings-selloff-tsmc-ciena-analysis/) - Taiwan projects 2026 economic growth at fastest in four decades on AI demand — TAIPEI, Aug 14 (Reuters) - Taiwan's tech-reliant economy is expected to grow at its fastest pace in nearly four decades this year, the statistics agency said on Friday, upgrading its forecast due to [Reuters](https://finance.yahoo.com/economy/articles/taiwan-projects-2026-economic-growth-091104037.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $17.56 | $32.33 | +84.1% |
| KTOS | Space | $62.79 | $105.62 | +68.2% |
| PL | Space | $24.75 | $40.10 | +62.0% |
| ORCL | AI | $156.22 | $247.17 | +58.2% |
| MU | AI | $949.83 | $1501.98 | +58.1% |
| MOD | AI | $203.51 | $310.29 | +52.5% |
| VST | AI | $146.40 | $221.58 | +51.4% |
| SPIR | Space | $13.94 | $20.88 | +49.7% |
| POWL | AI | $204.04 | $301.25 | +47.6% |
| RKLB | Space | $80.10 | $112.76 | +40.8% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| WDC | $487.29 | +7.3% | 1.0x | $168.0B | 18.7 | +36% |
| STX | $921.37 | +4.9% | 1.0x | $209.2B | 63.3 | +21% |
| MU | $949.83 | +4.2% | 0.7x | $1.07T | 20.6 | +58% |
| SMCI | $39.16 | +4.1% | 2.1x | $25.3B | 19.8 | +7% |
| LRCX | $337.01 | +3.3% | 0.8x | $421.7B | 58.5 | +10% |
| META | $594.97 | +2.8% | 0.6x | $1.52T | 22.4 | +27% |
| MRVL | $222.18 | +2.3% | 0.5x | $199.4B | 74.6 | +16% |
| ASML | $1847.90 | +2.1% | 0.6x | $709.8B | 62.9 | +18% |
| MOD | $203.51 | +2.0% | 0.7x | $10.8B | 75.7 | +52% |
| ORCL | $156.22 | +1.9% | 0.8x | $450.0B | 26.3 | +58% |
| GEV | $1049.42 | +0.9% | 0.6x | $279.5B | 29.8 | +18% |
| MSFT | $496.88 | +0.9% | 0.6x | $3.69T | 27.4 | +14% |
| GOOGL | $346.36 | +0.8% | 0.5x | $4.24T | 17.4 | +24% |
| NVDA | $225.30 | +0.5% | 0.6x | $5.46T | 34.5 | +34% |
| KLAC | $209.37 | +0.5% | 0.7x | $273.6B | 57.2 | +11% |
| AVGO | $417.82 | +0.4% | 0.5x | $1.99T | 69.4 | +26% |
| TSM | $430.49 | +0.3% | 0.6x | $2.23T | 32.5 | +27% |
| FLNC | $13.22 | +0.2% | 0.5x | $3.0B | 56.7 | +24% |
| AMD | $483.01 | +0.0% | 0.6x | $788.5B | 123.5 | +27% |
| CEG | $278.64 | -0.0% | 0.6x | $98.7B | 27.2 | +26% |
| VST | $146.40 | -0.2% | 0.5x | $49.1B | 24.7 | +51% |
| ABBNY | $102.20 | -0.4% | 0.0x | $185.3B | 37.6 | -9% |
| BE | $236.22 | -0.4% | 0.8x | $69.6B | 302.8 | +16% |
| VRT | $287.07 | -0.4% | 0.5x | $110.5B | 65.4 | +18% |
| AMZN | $265.13 | -0.8% | 0.6x | $2.86T | 21.3 | +23% |
| HUBB | $507.10 | -1.1% | 0.4x | $26.8B | 30.4 | +12% |
| ETN | $453.33 | -1.4% | 0.6x | $176.0B | 46.9 | +5% |
| TLN | $358.40 | -1.8% | 0.7x | $17.2B | 12.3 | +30% |
| POWL | $204.04 | -1.9% | 0.5x | $7.4B | 39.9 | +48% |
| GNRC | $216.66 | -2.4% | 1.1x | $12.8B | 49.8 | +31% |
| AMAT | $534.54 | -2.5% | 1.2x | $424.4B | 51.5 | +18% |
| ANET | $203.62 | -3.3% | 0.9x | $256.8B | 64.4 | +19% |
| FCX | $66.83 | -3.5% | 0.6x | $93.6B | 33.9 | +7% |
| SCCO | $187.59 | -3.7% | 0.7x | $158.4B | 28.2 | -11% |
| LITE | $880.41 | -5.6% | 0.8x | $78.0B | 26.7 | +28% |
| COHR | $327.23 | -8.0% | 2.2x | $64.0B | 86.1 | +21% |
| CSCO | $113.47 | -8.4% | 2.5x | $447.2B | 34.2 | +20% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DXYZ | $31.92 | +4.1% | 0.6x | $972.5M | - |
| LUNR | $17.56 | +3.6% | 1.6x | $2.8B | +84% |
| MNTS | $4.91 | +1.0% | 0.4x | $92.5M | - |
| PL | $24.75 | +1.0% | 0.4x | $8.8B | +62% |
| ARKX | $34.85 | +0.5% | 0.5x | - | - |
| HWM | $282.82 | +0.4% | 0.9x | $112.8B | +19% |
| IRDM | $49.78 | +0.3% | 0.6x | $5.3B | -16% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| BA | $230.33 | -0.4% | 0.4x | $181.9B | +19% |
| HEI | $371.56 | -0.4% | 0.8x | $51.9B | +4% |
| XAR | $292.10 | -0.4% | 0.8x | - | - |
| NOC | $574.74 | -0.4% | 0.4x | $81.6B | +12% |
| GSAT | $82.61 | -0.7% | 0.5x | $10.7B | +9% |
| LHX | $288.46 | -0.8% | 0.8x | $53.7B | +19% |
| UFO | $48.47 | -0.8% | 0.1x | - | - |
| RTX | $220.48 | -1.0% | 0.4x | $297.2B | +5% |
| WWD | $358.54 | -1.1% | 0.5x | $21.2B | +26% |
| DCO | $199.03 | -1.2% | 0.5x | $3.0B | -1% |
| BWXT | $170.35 | -1.3% | 0.6x | $15.6B | +38% |
| GE | $360.64 | -1.3% | 0.5x | $374.2B | +12% |
| RKLB | $80.10 | -1.3% | 0.7x | $51.2B | +41% |
| PSN | $47.59 | -1.4% | 0.7x | $5.1B | +23% |
| LMT | $598.01 | -1.4% | 0.5x | $138.0B | +6% |
| KTOS | $62.79 | -1.6% | 0.5x | $11.8B | +68% |
| TDY | $673.66 | -1.9% | 0.7x | $31.2B | +12% |
| RDW | $13.20 | -2.1% | 0.5x | $3.3B | +10% |
| BKSY | $30.99 | -2.8% | 0.5x | $1.3B | +24% |
| ASTS | $71.52 | -3.8% | 0.4x | $27.8B | +10% |
| CW | $688.83 | -4.8% | 0.9x | $25.4B | +18% |
| SPCE | $3.14 | -4.8% | 0.5x | $475.3M | +12% |
| VSAT | $82.90 | -5.0% | 0.7x | $11.4B | +22% |
| SPIR | $13.94 | -5.4% | 0.6x | $539.6M | +50% |