Monday, August 17, 2026 - Generated 05:32 AM PT
Market color: US futures were mostly higher pre-bell as traders awaited Fed meeting minutes and retail earnings (Walmart, Target), with chips and memory stocks catching a bid at the start of a potentially quiet week. Memory names extended gains on a China memory-chip move and SanDisk's $93.9B backlog, while Broadcom and Applied Materials sold off despite strong results and Oracle slipped on new layoff plans.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| BHPLF | BHP Group Limited | Not Specified | - | $227.1B |
| BHP | BHP Group Limited | Not Specified | - | $220.5B |
| CMXHF | CSL Limited | Not Specified | - | $46.9B |
| CSLLY | CSL Limited | Not Specified | - | $46.2B |
| GELYF | Geely Automobile Holdings Limited | Not Specified | - | $25.3B |
| FN | Fabrinet | After Close | $3.81 | $20.4B |
| MZTFF | Mizrahi Tefahot Bank Ltd. | Not Specified | $4.99 | $20.1B |
| HTHT | H World Group Limited | Before Open | $5.07 | $12.9B |
| BLSFF | BlueScope Steel Limited | Not Specified | - | $10.7B |
| XP | XP Inc. | After Close | $2.62 | $8.2B |
| NBFJF | Nippon Building Fund Inc. | Not Specified | - | $7.4B |
| BMBRF | BIM Birlesik Magazalar A.S. | Not Specified | $4.6 | $6.8B |
| GPTGF | The GPT Group | Not Specified | - | $6.5B |
| JBHIF | JB Hi-Fi Limited | Not Specified | - | $6.3B |
| QRNNF | Aurizon Holdings Limited | Not Specified | - | $5.5B |
| ACOPF | The a2 Milk Company Limited | Not Specified | - | $3.6B |
| SENGF | SINOPEC Engineering (Group) Co., Lt | Not Specified | - | $3.4B |
| ROYUF | Royal Unibrew A/S | Not Specified | $11.4 | $3.3B |
| PPTA | Perpetua Resources Corp. | After Close | $-0.27 | $3.2B |
| SMGBF | San Miguel Corporation | Not Specified | - | $3.1B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| LUNR | Intuitive Machines | Space | $19.01 | +8.3% | 1.4x | Y |
| AMD | AMD | AI | $514.39 | +6.5% | 0.8x | Y |
| AVGO | Broadcom | AI | $392.99 | -5.9% | 1.1x | Y |
| SPCE | Virgin Galactic | Space | $3.32 | +5.7% | 0.5x | Y |
| STX | Seagate | AI | $973.44 | +5.7% | 1.1x | Y |
| LITE | Lumentum | AI | $926.14 | +5.2% | 0.8x | Y |
| AMAT | Applied Materials | AI | $507.18 | -5.1% | 1.4x | Y |
| POWL | Powell Industries | AI | $213.48 | +4.6% | 0.6x | Y |
| WDC | Western Digital | AI | $508.80 | +4.4% | 1.2x | Y |
| DCO | Ducommun | Space | $206.98 | +4.0% | 0.5x | Y |
| ORCL | Oracle | AI | $150.52 | -3.6% | 0.7x | Y |
| WWD | Woodward | Space | $370.56 | +3.4% | 0.5x | Y |
| MOD | Modine | AI | $209.50 | +2.9% | 0.5x | Y |
| RDW | Redwire | Space | $13.58 | +2.9% | 0.4x | Y |
| KTOS | Kratos Defense | Space | $64.58 | +2.9% | 1.1x | Y |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/micron-stock-heats-up-again-crossing-1000-115304344.html) - IBM Makes Surprise Move in Nvidia AI Race — Enterprise AI demand is shifting toward a new battleground [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/ibm-makes-surprise-move-nvidia-121819782.html) - Nvidia Is Becoming AI's Bank: Here's Why It Could Reshape NVDA Stock — Nvidia's $500 Billion AI Financing Push Raises the Stakes for NVDA Stock [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/nvidia-becoming-ais-bank-heres-120925863.html)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/micron-stock-heats-up-again-crossing-1000-115304344.html) - Stocks Mostly Up Pre-Bell as Traders Await Fed Meeting Minutes, Retail Earnings — The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/stocks-mostly-pre-bell-traders-110959890.html) - Intel, Oracle, Marvell, Alibaba, and More Stocks That Explain Today’s Market — Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market. [Barrons.com](https://www.barrons.com/articles/stock-movers-a39cdac2?siteid=yhoof2&yptr=yahoo)
[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-today-fort-technology-113704087.html) - Who’s Really The King of Custom Silicon, Broadcom or Marvell Technology? — Broadcom and Marvell both design custom AI chips for the same hyperscaler clients, but their quarterly numbers tell two very different stories about who actually controls the future of cloud silicon. [24/7 Wall St.](https://247wallst.com/investing/2026/08/17/whos-really-the-king-of-custom-silicon-broadcom-or-marvell-technology/) - Stocks Mostly Up Pre-Bell as Traders Await Fed Meeting Minutes, Retail Earnings — The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/stocks-mostly-pre-bell-traders-110959890.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/17/whos-really-the-king-of-custom-silicon-broadcom-or-marvell-technology/) - Intel, Oracle, Marvell, Alibaba, and More Stocks That Explain Today’s Market — Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market. [Barrons.com](https://www.barrons.com/articles/stock-movers-a39cdac2?siteid=yhoof2&yptr=yahoo) - Stocks to Watch: Alibaba, Diana Shipping, BHP — ↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in D [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-17-2026/card/stocks-to-watch-alibaba-diana-shipping-bhp-xNrQSBdGgZVZiqNTks2N?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/could-microsoft-spin-off-xbox-110000182.html) - Oracle Plans More Layoffs as AI Spending Surges — Booming cloud demand is creating a costly financial tradeoff. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/oracle-plans-more-layoffs-ai-122051196.html) - Anthropic Quietly Changes Claude for Europe — Compliance is becoming another battleground for leading AI firms [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/anthropic-quietly-changes-claude-europe-121205017.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/why-indie-games-next-big-100000670.html) - Intel's $23 Billion Raise May Signal Foundry Progress — GF sees stronger yields and broader customer interest. [GuruFocus.com](https://finance.yahoo.com/technology/articles/intels-23-billion-raise-may-122658146.html) - Oracle Plans More Layoffs as AI Spending Surges — Booming cloud demand is creating a costly financial tradeoff. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/oracle-plans-more-layoffs-ai-122051196.html)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/oracle-plans-more-layoffs-ai-122051196.html) - 4 Very Well-Known High-Yielding Stocks to Load the Boat on Now (2 Yield Over 6%) — While Wall Street obsesses over AI darlings, four familiar dividend stocks have quietly built yields as high as 6.8% and sit at entry points that income investors may soon regret ignoring. [24/7 Wall St.](https://247wallst.com/investing/2026/08/17/4-well-known-high-yielding-stocks-to-load-the-boat-on-now-1-yields-over-6/) - Peter Thiel's Thiel Macro buys stake in Vista Energy Q2 2026 — Thiel Macro LLC disclosed owning nearly 1.2 million Vista Energy ADS as of June 30, sending the stock up more than 5% in premarket trading Monday [Quartz](https://qz.com/peter-thiel-thiel-macro-vista-energy-argentina-stake-081726)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/oracle-plans-more-layoffs-ai-122051196.html) - Intel, Oracle, Marvell, Alibaba, and More Stocks That Explain Today’s Market — Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market. [Barrons.com](https://www.barrons.com/articles/stock-movers-a39cdac2?siteid=yhoof2&yptr=yahoo) - AI Is Driving Up Treasury Yields: ‘It Just Touches Everything’ — An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called th [Bloomberg](https://finance.yahoo.com/economy/policy/articles/ai-driving-treasury-yields-just-093000747.html)
[Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-market-edge-highlights-arw-090900911.html) - Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’ — Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and Tepper ac [24/7 Wall St.](https://247wallst.com/investing/2026/08/16/wall-streets-biggest-funds-are-dumping-broadcom-and-adding-taiwan-semiconductor-time-to-follow-the-smart-money/) - SpaceX is Planning to Spend Up to $500 Billion on Data Centers. Here’s Why Elon Musk is Pushing All-In — SpaceX is moving fast enough to potentially spend half a trillion dollars on data centers in a single year, and the inference economics driving that decision reveal something surprising about where th [24/7 Wall St.](https://247wallst.com/investing/2026/08/16/spacex-is-planning-to-spend-up-to-500-billion-on-data-centers-heres-why-elon-musk-is-pushing-all-in/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| MNTS | Space | $4.84 | $8.00 | +65.3% |
| ORCL | AI | $150.52 | $246.43 | +63.7% |
| KTOS | Space | $64.58 | $105.62 | +63.5% |
| PL | Space | $24.69 | $40.10 | +62.4% |
| LUNR | Space | $19.01 | $29.50 | +55.2% |
| MU | AI | $971.66 | $1501.98 | +54.6% |
| SPIR | Space | $13.95 | $20.88 | +49.6% |
| VST | AI | $148.13 | $221.28 | +49.4% |
| MOD | AI | $209.50 | $310.29 | +48.1% |
| RKLB | Space | $80.25 | $112.94 | +40.7% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| AMD | $514.39 | +6.5% | 0.8x | $839.7B | 131.6 | +19% |
| STX | $973.44 | +5.7% | 1.1x | $221.0B | 69.9 | +15% |
| LITE | $926.14 | +5.2% | 0.8x | $82.1B | 28.1 | +22% |
| POWL | $213.48 | +4.6% | 0.6x | $7.8B | 40.8 | +31% |
| WDC | $508.80 | +4.4% | 1.2x | $175.4B | 21.0 | +30% |
| MOD | $209.50 | +2.9% | 0.5x | $11.1B | 78.2 | +48% |
| VRT | $293.84 | +2.4% | 0.4x | $113.1B | 66.6 | +15% |
| MU | $971.66 | +2.3% | 0.0x | $1.10T | 22.0 | +55% |
| SMCI | $39.84 | +1.7% | 1.1x | $25.8B | 21.0 | +6% |
| CEG | $282.50 | +1.4% | 0.6x | $100.1B | 27.6 | +23% |
| GEV | $1063.25 | +1.3% | 0.5x | $283.2B | 30.5 | +17% |
| GNRC | $219.30 | +1.2% | 0.5x | $12.9B | 50.5 | +29% |
| TLN | $362.74 | +1.2% | 0.6x | $17.4B | 12.4 | +29% |
| VST | $148.13 | +1.2% | 0.6x | $49.7B | 25.0 | +49% |
| HUBB | $511.39 | +0.8% | 0.5x | $27.0B | 30.3 | +11% |
| NVDA | $225.16 | -0.1% | 0.5x | $5.45T | 34.5 | +34% |
| MRVL | $222.02 | -0.1% | 0.3x | $199.3B | 76.3 | +16% |
| GOOGL | $345.90 | -0.1% | 0.5x | $4.23T | 17.4 | +24% |
| ASML | $1844.08 | -0.2% | 0.5x | $708.3B | 62.9 | +18% |
| ABBNY | $101.95 | -0.2% | 0.0x | $184.9B | 37.5 | -9% |
| MSFT | $495.40 | -0.3% | 0.4x | $3.68T | 27.6 | +15% |
| ETN | $451.51 | -0.4% | 0.6x | $175.3B | 46.1 | +6% |
| COHR | $325.83 | -0.4% | 1.4x | $63.7B | 79.3 | +26% |
| FCX | $66.49 | -0.5% | 0.6x | $93.1B | 32.6 | +8% |
| FLNC | $13.14 | -0.6% | 0.4x | $3.0B | 56.3 | +25% |
| META | $589.85 | -0.9% | 0.5x | $1.50T | 22.2 | +28% |
| AMZN | $262.65 | -0.9% | 0.5x | $2.83T | 21.1 | +24% |
| TSM | $426.35 | -1.0% | 0.5x | $2.21T | 32.2 | +28% |
| LRCX | $332.36 | -1.4% | 0.6x | $415.9B | 57.8 | +11% |
| CSCO | $111.68 | -1.6% | 1.2x | $440.2B | 33.5 | +21% |
| SCCO | $184.61 | -1.6% | 0.6x | $155.9B | 27.7 | -10% |
| ANET | $198.82 | -2.4% | 0.6x | $250.8B | 62.9 | +22% |
| BE | $229.94 | -2.7% | 0.8x | $67.7B | 302.6 | +20% |
| KLAC | $203.72 | -2.7% | 0.6x | $266.2B | 55.5 | +14% |
| ORCL | $150.52 | -3.6% | 0.7x | $433.6B | 25.8 | +64% |
| AMAT | $507.18 | -5.1% | 1.4x | $402.7B | 43.7 | +26% |
| AVGO | $392.99 | -5.9% | 1.1x | $1.87T | 65.4 | +34% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| LUNR | $19.01 | +8.3% | 1.4x | $3.1B | +55% |
| SPCE | $3.32 | +5.7% | 0.5x | $503.3M | +7% |
| DCO | $206.98 | +4.0% | 0.5x | $3.1B | +2% |
| WWD | $370.56 | +3.4% | 0.5x | $21.9B | +22% |
| RDW | $13.58 | +2.9% | 0.4x | $3.4B | +7% |
| KTOS | $64.58 | +2.9% | 1.1x | $12.1B | +64% |
| HWM | $289.18 | +2.2% | 0.5x | $115.3B | +16% |
| GE | $368.38 | +2.1% | 0.5x | $382.2B | +10% |
| NOC | $585.87 | +1.9% | 0.4x | $83.2B | +10% |
| LMT | $608.68 | +1.8% | 0.5x | $140.5B | +4% |
| BWXT | $173.22 | +1.7% | 0.5x | $15.9B | +35% |
| XAR | $296.73 | +1.6% | 1.8x | - | - |
| CW | $699.31 | +1.5% | 0.8x | $25.8B | +15% |
| RTX | $222.97 | +1.5% | 0.6x | $300.5B | +4% |
| LHX | $291.82 | +1.2% | 0.4x | $54.3B | +18% |
| TDY | $679.67 | +0.9% | 0.5x | $31.5B | +11% |
| IRDM | $50.20 | +0.8% | 0.3x | $5.3B | -16% |
| HEI | $374.67 | +0.8% | 0.6x | $52.4B | +4% |
| PSN | $47.90 | +0.7% | 0.4x | $5.1B | +22% |
| BA | $231.67 | +0.6% | 0.4x | $183.0B | +19% |
| DXYZ | $32.00 | +0.3% | 0.6x | $974.9M | - |
| RKLB | $80.25 | +0.2% | 0.6x | $51.3B | +41% |
| SPIR | $13.95 | +0.1% | 0.4x | $540.0M | +50% |
| ARKX | $34.86 | +0.0% | 0.4x | - | - |
| UFO | $48.48 | +0.0% | 0.2x | - | - |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| VSAT | $82.87 | -0.0% | 0.5x | $11.4B | +22% |
| BKSY | $30.92 | -0.2% | 0.3x | $1.3B | +24% |
| PL | $24.69 | -0.2% | 0.3x | $8.8B | +62% |
| GSAT | $82.39 | -0.3% | 0.5x | $10.7B | +9% |
| ASTS | $70.98 | -0.8% | 0.4x | $27.6B | +11% |
| MNTS | $4.84 | -1.4% | 0.4x | $91.2M | +65% |