Tuesday, August 18, 2026 - Generated 05:32 AM PT
Market color: Tech was bifurcated pre-market: AI memory and networking/optical names (Coherent, Micron, Marvell, Western Digital) extended their rally on Anthropic's reported 14x revenue jump and AI memory demand, while mega-caps Meta and Microsoft slipped. A jump in Treasury yields (the 30-year to its highest since 2007) and fading US-Iran peace-deal hopes pressured the broader tape, and the SpaceX IPO continued to churn space names — Virgin Galactic delayed its first commercial flight and L3Harris ousted its CEO.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| HD | The Home Depot, Inc. | Before Open | $4.69 | $336.9B |
| XIACF | Xiaomi Corporation | Not Specified | $0.23 | $85.5B |
| XIACY | Xiaomi Corporation | Not Specified | $1.15 | $84.7B |
| KEYS | Keysight Technologies, Inc. | After Close | $2.48 | $61.7B |
| BIDU | Baidu, Inc. | Before Open | $9.84 | $35.3B |
| GUOSF | Guotai Haitong Securities Co., Ltd. | Not Specified | - | $35.2B |
| BAIDF | Baidu, Inc. | Not Specified | $1.16 | $34.7B |
| HSAI | Hesai Group | Before Open | $0.43 | $22.7B |
| SQM | Sociedad Química y Minera de Chile | After Close | $2.04 | $21.5B |
| AS | Amer Sports, Inc. | Before Open | $0.11 | $18.9B |
| DQJCF | Pan Pacific International Holdings | Not Specified | $6.77 | $18.5B |
| FIGIF | Fuyao Glass Industry Group Co., Ltd | Not Specified | $0.96 | $18.3B |
| ZTO | ZTO Express (Cayman) Inc. | After Close | $3.41 | $17.4B |
| HOKCF | The Hong Kong and China Gas Company | Not Specified | - | $16.2B |
| CLPBF | Coloplast A/S | Not Specified | $6.05 | $15.1B |
| HUNGF | Huaneng Power International, Inc. | Not Specified | $0.24 | $14.9B |
| TOL | Toll Brothers, Inc. | After Close | $2.94 | $13.6B |
| PMCUF | Pro Medicus Limited | Not Specified | - | $12.9B |
| MHGVY | Mowi ASA | Before Open | - | $11.3B |
| MNHVF | Mowi ASA | Not Specified | $0.25 | $11.2B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| COHR | Coherent | AI | $351.22 | +7.8% | 1.4x | Y |
| LUNR | Intuitive Machines | Space | $20.38 | +7.2% | 1.5x | Y |
| DXYZ | Destiny Tech100 | Space | $34.00 | +6.2% | 0.6x | Y |
| SPCE | Virgin Galactic | Space | $3.13 | -5.7% | 0.3x | Y |
| AMAT | Applied Materials | AI | $535.31 | +5.5% | 0.8x | Y |
| MRVL | Marvell | AI | $234.33 | +5.5% | 0.5x | Y |
| WDC | Western Digital | AI | $536.01 | +5.3% | 1.0x | Y |
| LITE | Lumentum | AI | $968.90 | +4.6% | 1.0x | Y |
| LHX | L3Harris | Space | $278.38 | -4.6% | 1.7x | Y |
| PSN | Parsons | Space | $45.76 | -4.5% | 0.8x | Y |
| MU | Micron | AI | $1011.75 | +4.1% | 0.7x | Y |
| SCCO | Southern Copper | AI | $192.04 | +4.0% | 0.8x | Y |
| SMCI | Super Micro | AI | $38.28 | -3.9% | 0.9x | Y |
| FLNC | Fluence Energy | AI | $12.63 | -3.9% | 0.7x | Y |
| META | Meta | AI | $568.97 | -3.5% | 0.9x | Y |
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-anthropics-huge-haul-meta-trial-to-kick-off-132945569.html) - SpaceX shareholders include Google, Nvidia, BlackRock: Tracking the stock's volatility — A 13F filing has uncovered notable corporate ownership of SpaceX (SPCX) shares. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at SpaceX's shareholder makeup and stock volatili [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-shareholders-google-nvidia-blackrock-150348057.html) - WSJ reports $3T in AI spending commitments is kept off balance sheets: A full breakdown — Morning Brief host Julie Hyman breaks down what you need to know about the Wall Street Journal's report on Big Tech's off-balance sheet AI spending. [Yahoo Finance Video](https://finance.yahoo.com/video/wsj-reports-3t-ai-spending-144501122.html)
[Motley Fool](https://www.fool.com/investing/2026/08/18/meet-the-vanguard-etf-thats-crushing-the-sp-500-an/) - Cathie Wood's ARK Invest Adds Nvidia Stake, Sells AMD Stock Across Four ETFs — The transactions extend a recent pattern of ARK increasing its exposure to Nvidia while selectively reducing its AMD holdings. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-adds-nvidia-stake-sells-amd-stock-across-four-etfs/cZYcEriRJSs) - Advanced Micro Devices (AMD) Unveils Instinct Coder For Private Enterprise AI — Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-unveils-043313270.html)
[Motley Fool](https://www.fool.com/investing/2026/08/17/broadcom-s-ai-financing-could-reach-usd370-billion-but-it-s-not-as-bad-as-it-sounds/) - Stanley Druckenmiller Opens Positions in Hut 8, Riot Platforms And Bitdeer — Famed investor Stanley Druckenmiller has taken a shine to cryptocurrency miners turned artificial intelligence (A.I... [CryptoProwl](https://www.cryptoprowl.com/releases/stanley-druckenmiller-opens-positions-in-hut-8-riot-platforms-and-bitdeer-6450) - MaxLinear Stock Sells At A Price Its Trailing Year Cannot Explain — MaxLinear stock trades on multiples measured over a trailing year, while the infrastructure business that would justify them is only now the company's largest. [Trefis](https://www.trefis.com/articles/611681/maxlinear-stock-sells-at-a-price-its-trailing-year-cannot-explain/2026-08-17)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/marvell-stock-gets-major-ai-115719809.html) - Meet the Vanguard ETF That's Crushing the S&P 500 and Nasdaq-100 Despite Not Owning Micron, Sandisk, or Any of the "Magn — Small-cap stocks are finally recovering after years of underperforming the major indexes. [Motley Fool](https://www.fool.com/investing/2026/08/18/meet-the-vanguard-etf-thats-crushing-the-sp-500-an/) - The Surprising Chip Stock That Led the Sector Into Its New Bull Run — Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday. [Barrons.com](https://www.barrons.com/articles/chip-stocks-bull-market-1e739b69?siteid=yhoof2&yptr=yahoo)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/marvell-stock-gets-major-ai-115719809.html) - Nvidia or Sandisk? BofA reveals which stock is under-owned and which is crowded — Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Mo [Investing.com](https://finance.yahoo.com/markets/stocks/articles/nvidia-sandisk-bofa-reveals-stock-111430153.html) - SpaceX Stock Drops After It Spends $60 Billion to Bolster Musk’s AI Ambitions — SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user ca [Barrons.com](https://www.barrons.com/articles/spacex-stock-price-ai-musk-cursor-e773d2aa?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/article/spacexs-biggest-investors-are-finally-visible--just-as-millions-more-shares-unlock-chart-of-the-day-154946600.html) - Greg Abel Just Bet $17 Billion on This 1 Stock — Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did. [24/7 Wall St.](https://247wallst.com/investing/2026/08/18/greg-abel-just-bet-17-billion-on-this-1-stock/) - Google Buys a Dead Airline's Internal Emails to Train AI — Spirit has been selling assets since shutting down operations in May [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/google-buys-dead-airlines-internal-120340423.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/amazon-alexa-assistance-way-consumers-211500608.html) - Marvell Stock Gets a Major AI Boost: UBS Sees Billions in New Revenue Ahead — Marvell Stock Could Be Underestimating This AI Windfall, UBS Says [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/marvell-stock-gets-major-ai-115719809.html) - This Stock Is Jumping on Its Big Plans for the Tesla Semi Truck — The Tesla Semi truck was introduced back in 2017. Einride stock was up more than 18% in premarket trading at $7.30, while futures were down 0.5%. Electric semi trucks have been a challenge for the [Barrons.com](https://www.barrons.com/articles/einride-stock-price-tesla-semi-truck-c4e436e9?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-finance-105b-openai-data-202533699.html) - 1 Surging Stock with Impressive Fundamentals and 2 We Turn Down — The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developm [StockStory](https://finance.yahoo.com/markets/stocks/articles/1-surging-stock-impressive-fundamentals-115733760.html) - Why Is Citi Optimistic on CoreWeave (CRWV) Despite Higher AI Spending — Over the past year, the broader market continued to ask only one question: Amidst the AI boom, who is actually making money? First of all, the chipmakers benefited, and then the cloud providers. As of [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/why-citi-optimistic-coreweave-crwv-043643213.html)
[Quartz](https://qz.com/situational-awareness-13f-micron-sandisk-july-collapse-081826) - Billionaire David Tepper of Appaloosa Slashed His Micron Stake and Piled Into a "Fabulous" AI Stock for a 6th Consecutiv — Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention. [Motley Fool](https://www.fool.com/investing/2026/08/18/billionaire-david-tepper-appaloosa-sell-mu-buy-tsm/) - Situational Awareness’ 13F Reveals an $11 Billion AI Bet That Unraveled in Under a Month — Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to a rival firm. [24/7 Wall St.](https://247wallst.com/investing/2026/08/17/situational-awareness-13f-reveals-an-11-billion-ai-bet-that-unraveled-in-under-a-month/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| MNTS | Space | $4.69 | $8.00 | +70.6% |
| ORCL | AI | $146.65 | $246.43 | +68.0% |
| KTOS | Space | $63.29 | $105.62 | +66.9% |
| PL | Space | $24.38 | $40.10 | +64.5% |
| SPIR | Space | $13.74 | $20.88 | +51.9% |
| VST | AI | $146.11 | $221.28 | +51.4% |
| MU | AI | $1011.75 | $1501.98 | +48.5% |
| LUNR | Space | $20.38 | $29.50 | +44.7% |
| MOD | AI | $216.75 | $310.29 | +43.2% |
| RKLB | Space | $82.08 | $112.94 | +37.6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| COHR | $351.22 | +7.8% | 1.4x | $68.8B | 85.5 | +17% |
| AMAT | $535.31 | +5.5% | 0.8x | $425.0B | 46.1 | +20% |
| MRVL | $234.33 | +5.5% | 0.5x | $210.3B | 80.5 | +10% |
| WDC | $536.01 | +5.3% | 1.0x | $193.3B | 21.0 | +24% |
| LITE | $968.90 | +4.6% | 1.0x | $86.9B | 29.3 | +16% |
| MU | $1011.75 | +4.1% | 0.7x | $1.14T | 22.9 | +48% |
| SCCO | $192.04 | +4.0% | 0.8x | $162.1B | 27.7 | -13% |
| MOD | $216.75 | +3.5% | 1.0x | $11.5B | 80.6 | +43% |
| LRCX | $343.84 | +3.5% | 0.7x | $430.3B | 59.5 | +7% |
| FCX | $68.38 | +2.8% | 0.7x | $95.7B | 33.5 | +5% |
| POWL | $218.73 | +2.5% | 0.7x | $8.0B | 41.8 | +28% |
| STX | $994.79 | +2.2% | 0.9x | $225.8B | 69.9 | +13% |
| ASML | $1883.12 | +2.1% | 0.6x | $723.3B | 64.1 | +16% |
| ANET | $201.80 | +1.5% | 0.5x | $254.5B | 63.7 | +20% |
| GEV | $1079.00 | +1.5% | 0.6x | $287.4B | 31.0 | +15% |
| CSCO | $112.90 | +1.1% | 0.8x | $445.0B | 33.9 | +20% |
| TSM | $430.97 | +1.1% | 0.5x | $2.24T | 32.5 | +27% |
| KLAC | $205.76 | +1.0% | 0.6x | $268.8B | 56.2 | +13% |
| BE | $232.16 | +1.0% | 0.7x | $68.4B | 301.5 | +18% |
| GNRC | $221.25 | +0.9% | 0.6x | $13.1B | 50.7 | +28% |
| ETN | $455.40 | +0.9% | 0.5x | $176.8B | 46.1 | +5% |
| ABBNY | $102.14 | +0.2% | 0.0x | $185.2B | 37.6 | -9% |
| NVDA | $225.01 | -0.1% | 0.6x | $5.45T | 34.5 | +35% |
| AVGO | $392.43 | -0.1% | 0.8x | $1.87T | 65.4 | +34% |
| VRT | $292.43 | -0.5% | 0.5x | $112.6B | 66.2 | +16% |
| AMZN | $261.31 | -0.5% | 0.8x | $2.82T | 21.1 | +25% |
| GOOGL | $344.00 | -0.5% | 0.6x | $4.21T | 17.3 | +24% |
| VST | $146.11 | -1.4% | 0.8x | $49.0B | 24.6 | +51% |
| HUBB | $504.30 | -1.4% | 0.6x | $26.6B | 29.9 | +12% |
| CEG | $278.20 | -1.5% | 0.6x | $98.6B | 27.6 | +25% |
| TLN | $356.92 | -1.6% | 0.6x | $17.1B | 12.2 | +31% |
| AMD | $506.00 | -1.6% | 0.7x | $826.0B | 131.4 | +21% |
| ORCL | $146.65 | -2.6% | 0.6x | $422.4B | 25.1 | +68% |
| MSFT | $480.35 | -3.0% | 0.7x | $3.57T | 26.7 | +19% |
| META | $568.97 | -3.5% | 0.9x | $1.45T | 21.4 | +32% |
| FLNC | $12.63 | -3.9% | 0.7x | $2.9B | 54.2 | +30% |
| SMCI | $38.28 | -3.9% | 0.9x | $24.8B | 20.9 | +11% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| LUNR | $20.38 | +7.2% | 1.5x | $3.3B | +45% |
| DXYZ | $34.00 | +6.2% | 0.6x | $1.0B | - |
| RKLB | $82.08 | +2.3% | 0.7x | $52.5B | +38% |
| GSAT | $83.03 | +0.8% | 0.6x | $10.8B | +8% |
| GE | $369.43 | +0.3% | 1.2x | $383.3B | +10% |
| ASTS | $71.14 | +0.2% | 0.5x | $27.7B | +10% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| HWM | $289.12 | -0.0% | 0.4x | $115.3B | +16% |
| UFO | $48.46 | -0.0% | 0.3x | - | - |
| WWD | $370.40 | -0.0% | 0.5x | $21.9B | +22% |
| IRDM | $50.05 | -0.3% | 0.5x | $5.3B | -16% |
| TDY | $677.27 | -0.4% | 0.3x | $31.4B | +12% |
| ARKX | $34.70 | -0.5% | 0.4x | - | - |
| CW | $696.07 | -0.5% | 0.8x | $25.7B | +16% |
| BKSY | $30.77 | -0.5% | 0.4x | $1.3B | +25% |
| RTX | $221.64 | -0.6% | 0.9x | $298.7B | +5% |
| XAR | $294.87 | -0.6% | 0.9x | - | - |
| DCO | $205.23 | -0.8% | 0.4x | $3.1B | +3% |
| HEI | $371.28 | -0.9% | 0.6x | $51.9B | +5% |
| BWXT | $171.54 | -1.0% | 1.7x | $15.7B | +37% |
| RDW | $13.41 | -1.3% | 0.5x | $3.4B | +9% |
| PL | $24.38 | -1.3% | 0.4x | $8.7B | +64% |
| SPIR | $13.74 | -1.5% | 0.4x | $531.9M | +52% |
| VSAT | $81.41 | -1.8% | 0.5x | $11.2B | +25% |
| KTOS | $63.29 | -2.0% | 0.7x | $11.9B | +67% |
| LMT | $593.74 | -2.5% | 0.6x | $137.0B | +7% |
| BA | $225.95 | -2.5% | 0.8x | $178.5B | +22% |
| NOC | $570.20 | -2.7% | 0.5x | $81.0B | +13% |
| MNTS | $4.69 | -3.1% | 0.2x | $103.0M | +71% |
| PSN | $45.76 | -4.5% | 0.8x | $4.9B | +28% |
| LHX | $278.38 | -4.6% | 1.7x | $51.8B | +23% |
| SPCE | $3.13 | -5.7% | 0.3x | $474.5M | +14% |