Wednesday, August 19, 2026 - Generated 05:32 AM PT
Market color: A broad AI, chip, and space sell-off dominated the overnight tape, driven by a global bond rout — the 30-year Treasury yield hit a 19-year high, oil stayed elevated, and a Wall Street Journal report on hidden hyperscaler debt rattled AI power names. A weaker-than-expected July industrial production report added to the pressure, while Cerebras's CS-4 launch and Samsung/TSMC chip price hikes did little to offset profit-taking after Monday's gains.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| ADI | Analog Devices, Inc. | Before Open | $3.33 | $183.5B |
| TJX | The TJX Companies, Inc. | Before Open | $1.19 | $166.6B |
| LOW | Lowe's Companies, Inc. | Before Open | $4.24 | $121.0B |
| AAIGF | AIA Group Limited | Not Specified | - | $95.3B |
| AAGIY | AIA Group Limited | Not Specified | - | $94.8B |
| TGT | Target Corporation | Before Open | $2.03 | $69.3B |
| HKXCF | Hong Kong Exchanges and Clearing Li | Not Specified | $3.81 | $65.5B |
| CMCLF | CMOC Group Limited | Not Specified | $0.36 | $49.6B |
| DELKY | Delek Group Ltd. | Not Specified | - | $47.8B |
| VIK | Viking Holdings Ltd | Before Open | $1.24 | $43.9B |
| EL | The Estée Lauder Companies Inc. | Before Open | $0.32 | $30.5B |
| GBERF | Geberit AG | Not Specified | - | $26.4B |
| KUASF | Kuaishou Technology | Not Specified | $0.89 | $23.4B |
| SQM | Sociedad Química y Minera de Chile | Time Specified | $2.04 | $21.3B |
| SQM | Sociedad Química y Minera de Chile | Not Specified | $2.04 | $21.3B |
| SAUHF | Straumann Holding AG | Not Specified | - | $19.5B |
| CAHPF | Evolution Mining Limited | Not Specified | - | $19.3B |
| CABJF | Carlsberg A/S | Not Specified | - | $19.1B |
| CABGY | Carlsberg A/S | Not Specified | - | $18.6B |
| AZRGF | Azrieli Group Ltd. | Not Specified | $3.15 | $17.3B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| COHR | Coherent | AI | $306.43 | -12.8% | 1.5x | Y |
| TLN | Talen Energy | AI | $317.66 | -11.0% | 2.6x | Y |
| BE | Bloom Energy | AI | $209.01 | -10.0% | 1.0x | Y |
| LITE | Lumentum | AI | $873.31 | -9.9% | 1.1x | Y |
| MNTS | Momentus | Space | $4.24 | -9.6% | 0.2x | Y |
| STX | Seagate | AI | $903.68 | -9.2% | 1.0x | Y |
| MRVL | Marvell | AI | $216.00 | -7.8% | 0.6x | Y |
| WDC | Western Digital | AI | $496.16 | -7.4% | 1.1x | Y |
| MOD | Modine | AI | $200.66 | -7.4% | 0.8x | Y |
| MU | Micron | AI | $940.76 | -7.0% | 0.7x | Y |
| FLNC | Fluence Energy | AI | $11.75 | -7.0% | 0.6x | Y |
| POWL | Powell Industries | AI | $203.55 | -6.9% | 0.8x | Y |
| GEV | GE Vernova | AI | $1004.53 | -6.9% | 0.8x | Y |
| VRT | Vertiv | AI | $272.54 | -6.8% | 0.8x | Y |
| VSAT | Viasat | Space | $76.07 | -6.6% | 0.7x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| TLN | AI | 2.17M | 845.5K | 2.6x | -11.0% |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidia-stocks-deep-discount-creates-a-compelling-opportunity-bofa-says-114927735.html) - Nvidia's attack plan: Dominate every single aspect of AI — Nvidia's goal is utter AI dominance. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidias-attack-plan-dominate-every-single-aspect-of-ai-143905381.html) - Global bond sell-off pressures stocks: AlphaCheck — Tech stocks took a leg lower amid concerns about rising borrowing costs. [Yahoo Finance](https://finance.yahoo.com/markets/article/global-bond-sell-off-pressures-stocks-alphacheck-135011383.html)
[MarketBeat](https://www.marketbeat.com/instant-alerts/cerebras-unveils-cs-4-openai-and-amd-partnerships-to-accelerate-ai-inference-2026-08-18/?utm_source=yahoofinance&utm_medium=yahoofinance) - Cerebras Systems Introduces Superfast AI Accelerator — Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.” [Investor's Business ](https://www.investors.com/news/technology/cerebras-systems-cbrs-cs-4-ai-accelerator/?src=A00220&yptr=yahoo) - Micron, Other Chip Stocks Drop During Dog Days Of Summer — Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash. [Investor's Business ](https://www.investors.com/news/technology/chip-stocks-micron-nvidia-drop-dog-days-summer/?src=A00220&yptr=yahoo)
[Motley Fool](https://www.fool.com/investing/2026/08/19/billionaire-cathie-woods-ark-nvidia-broadcom/) - Latest News In AI Chips - Cerebras CS-4 Revolutionizes AI Inference Speed and Efficiency — Cerebras Systems has introduced the CS-4, a significant advancement in AI chips, claiming it to be the fastest AI accelerator available today. Built on the new Wafer Scale Engine 3 Turbo, the CS-4 off [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-cerebras-113733033.html) - 3 AI Networking Stocks Quietly Dominating Their Niche in August — GPUs and hyperscaler spending dominate the headlines, but the real compounding is happening one layer below in the switches, optics, and custom silicon stitching AI clusters together. Three networking [24/7 Wall St.](https://247wallst.com/investing/2026/08/19/3-ai-networking-stocks-quietly-dominating-their-niche-in-august-3/)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/19/3-ai-networking-stocks-quietly-dominating-their-niche-in-august-3/) - US futures are flat as AI-related stocks hit by heavy selling, oil prices rise — U.S. futures are flat as artificial intelligence-related stocks continue to sell off and oil prices rise again. AI-related stocks have become volatile in recent months as the value of company shares [Associated Press](https://finance.yahoo.com/markets/articles/shares-fall-asia-kospi-down-030536178.html) - Here's Why Marvell Technology (MRVL) Fell More Than Broader Market — Marvell Technology (MRVL) reached $215.75 at the closing of the latest trading day, reflecting a -7.93% change compared to its last close. [Zacks](https://finance.yahoo.com/markets/stocks/articles/heres-why-marvell-technology-mrvl-214503758.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/why-tech-stock-bulls-may-not-shake-this-ai-problem-132840379.html) - Wall Street clearly loves Google stock, 13F filings reveal — Big funds are clinging to Google. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/wall-street-clearly-loves-google-stock-13f-filings-reveal-131402051.html) - Will the future of gaming be powered by upstart indie developers? — As gaming’s biggest publishers retreat into safer bets, a new generation of independents are building an alternative from the ground up [The Guardian](https://uk.finance.yahoo.com/news/future-gaming-powered-upstart-indie-115014861.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/openai-releases-chatgpt-teens-parental-195520710.html) - A $3.5 billion Reason Why Alphabet Stock In Focus — Alphabet Eyes Nearly 7% Cost on Long-Dated Australian Dollar Bond [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/3-5-billion-reason-why-121501043.html) - What Google's Purchase Of Spirit Airlines Data Means For Advertisers — Consumer data has become more than a record of historical transactions. It has become a tool for shaping future behavior. [MediaPost](https://www.mediapost.com/publications/article/417314/what-googles-purchase-of-spirit-airlines-data-mea.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/why-tech-stock-bulls-may-not-shake-this-ai-problem-132840379.html) - A $1.5 Billion Deal: Why Boeing and Lockheed Stocks Are in Focus — Boeing and Lockheed's ULA Expands Debt Deal to $1.5 Billion [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/1-5-billion-deal-why-121756818.html) - Amazon plans drone delivery expansion to 500 U.S. cities by 2026 — The planned rollout would represent a sixfold increase from Prime Air's current footprint across 11 metro areas [Quartz](https://qz.com/amazon-prime-air-drone-delivery-expansion-500-cities-081926)
[Bloomberg](https://finance.yahoo.com/technology/ai/articles/tech-deploys-charm-offensive-combat-100004328.html) - Is AI really responsible for recent job cuts? — Lindsay worked at Oracle for more than a decade and was “deeply passionate” about her job as a strategist. So learning by email one morning that... [Financial Times](https://finance.yahoo.com/technology/ai/articles/ai-really-responsible-recent-job-100003351.html) - Nvidia credit risk gauge hits new peak as SoftBank readies record bond issue — Investing.com - SoftBank Group is preparing to issue approximately 1 trillion yen ($6.26 billion) in seven-year corporate bonds targeting Japanese retail investors, a sale that would be the largest of [Investing.com](https://finance.yahoo.com/markets/stocks/articles/nvidia-credit-risk-gauge-hits-095605564.html)
[Stocktwits](https://stocktwits.com/news-articles/markets/equity/samsung-hikes-chip-prices-15-percent-tsmc-capacity-crunch-nvidia-apple/cZYdhI1RJkr) - Samsung hikes chipmaking prices by up to 15% on demand spike, sources say — Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, two people familiar with the matter said, as demand for AI chips tightens capacity in [Reuters](https://finance.yahoo.com/technology/ai/articles/samsung-hikes-chipmaking-prices-15-082956191.html) - Michael Burry Flags New AI Chip Startup By Harvard Dropouts As ‘Serious Competition’ For Nvidia — Founded in 2022, Etched has emerged as a closely watched AI chip startup after raising $700 million from Jane Street and others at a $21 billion valuation. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/michael-burry-flags-new-ai-chip-startup-by-harvard-dropouts-as-serious-competition-for-nvidia/cZYdJbiRJk0)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| MNTS | Space | $4.24 | $8.00 | +88.7% |
| ORCL | AI | $142.79 | $246.43 | +72.6% |
| PL | Space | $23.36 | $40.10 | +71.7% |
| KTOS | Space | $61.99 | $105.62 | +70.4% |
| MU | AI | $940.76 | $1501.98 | +59.7% |
| VST | AI | $140.52 | $221.28 | +57.5% |
| MOD | AI | $200.66 | $310.29 | +54.6% |
| LUNR | Space | $19.31 | $29.25 | +51.5% |
| SPIR | Space | $13.90 | $20.88 | +50.2% |
| TLN | AI | $317.66 | $467.69 | +47.2% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| MSFT | $481.63 | +0.3% | 0.6x | $3.58T | 26.7 | +18% |
| GOOGL | $344.20 | +0.1% | 0.6x | $4.21T | 17.3 | +24% |
| AMZN | $259.45 | -0.7% | 0.6x | $2.80T | 21.0 | +26% |
| CSCO | $111.61 | -1.1% | 0.7x | $439.9B | 33.5 | +22% |
| SCCO | $187.80 | -2.2% | 0.5x | $158.6B | 28.2 | -11% |
| SMCI | $37.41 | -2.3% | 0.8x | $24.2B | 11.5 | +13% |
| NVDA | $219.74 | -2.3% | 0.7x | $5.32T | 33.7 | +38% |
| ORCL | $142.79 | -2.6% | 0.5x | $411.3B | 25.1 | +73% |
| FCX | $66.32 | -3.0% | 0.7x | $92.8B | 32.5 | +8% |
| ABBNY | $99.01 | -3.1% | 0.0x | $179.5B | 36.4 | -6% |
| AVGO | $380.00 | -3.2% | 0.9x | $1.81T | 63.3 | +39% |
| VST | $140.52 | -3.8% | 0.8x | $47.2B | 24.6 | +58% |
| AMAT | $514.33 | -3.9% | 0.9x | $408.4B | 46.1 | +25% |
| CEG | $266.83 | -3.9% | 0.9x | $94.5B | 26.1 | +31% |
| HUBB | $483.86 | -4.1% | 0.8x | $25.6B | 28.6 | +17% |
| TSM | $413.41 | -4.1% | 1.0x | $2.14T | 31.0 | +32% |
| ASML | $1802.98 | -4.3% | 0.8x | $692.5B | 61.3 | +21% |
| AMD | $484.39 | -4.3% | 0.8x | $790.8B | 123.6 | +26% |
| ANET | $193.18 | -4.3% | 1.1x | $243.6B | 60.9 | +25% |
| GNRC | $211.56 | -4.4% | 0.7x | $12.5B | 48.5 | +34% |
| META | $543.67 | -4.4% | 1.4x | $1.39T | 20.5 | +39% |
| LRCX | $327.92 | -4.6% | 0.9x | $410.3B | 56.8 | +12% |
| ETN | $431.33 | -5.3% | 0.9x | $167.5B | 43.9 | +10% |
| KLAC | $194.79 | -5.3% | 0.9x | $254.5B | 53.2 | +19% |
| VRT | $272.54 | -6.8% | 0.8x | $104.9B | 66.2 | +24% |
| GEV | $1004.53 | -6.9% | 0.8x | $267.5B | 28.8 | +23% |
| POWL | $203.55 | -6.9% | 0.8x | $7.4B | 38.9 | +38% |
| FLNC | $11.75 | -7.0% | 0.6x | $2.7B | 50.4 | +40% |
| MU | $940.76 | -7.0% | 0.7x | $1.06T | 21.3 | +60% |
| MOD | $200.66 | -7.4% | 0.8x | $10.7B | 80.6 | +55% |
| WDC | $496.16 | -7.4% | 1.1x | $178.9B | 18.4 | +34% |
| MRVL | $216.00 | -7.8% | 0.6x | $193.9B | 74.0 | +19% |
| STX | $903.68 | -9.2% | 1.0x | $205.1B | 71.4 | +24% |
| LITE | $873.31 | -9.9% | 1.1x | $78.3B | 26.5 | +29% |
| BE | $209.01 | -10.0% | 1.0x | $61.6B | 271.4 | +32% |
| TLN | $317.66 | -11.0% | 2.6x | $15.2B | 10.9 | +47% |
| COHR | $306.43 | -12.8% | 1.5x | $60.0B | 74.6 | +34% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| NOC | $589.14 | +3.3% | 0.7x | $83.7B | +10% |
| LMT | $607.17 | +2.3% | 0.7x | $140.1B | +4% |
| SPCE | $3.19 | +1.9% | 0.2x | $483.6M | +12% |
| RTX | $225.49 | +1.7% | 0.7x | $303.9B | +3% |
| GE | $375.09 | +1.5% | 0.9x | $389.2B | +8% |
| PSN | $46.45 | +1.5% | 0.4x | $5.0B | +26% |
| HWM | $292.65 | +1.2% | 0.7x | $116.7B | +15% |
| SPIR | $13.90 | +1.2% | 0.4x | $538.1M | +50% |
| LHX | $279.54 | +0.4% | 1.2x | $52.1B | +22% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| CW | $695.67 | -0.1% | 1.2x | $25.7B | +16% |
| GSAT | $82.89 | -0.2% | 0.5x | $10.7B | +9% |
| DCO | $204.27 | -0.5% | 0.5x | $3.1B | +4% |
| HEI | $368.01 | -0.9% | 0.5x | $51.4B | +6% |
| WWD | $366.20 | -1.1% | 0.6x | $21.6B | +23% |
| BA | $223.06 | -1.3% | 0.6x | $176.2B | +23% |
| XAR | $290.43 | -1.5% | 1.0x | - | - |
| TDY | $665.00 | -1.8% | 0.4x | $30.8B | +14% |
| IRDM | $49.03 | -2.0% | 0.4x | $5.2B | -14% |
| KTOS | $61.99 | -2.1% | 0.6x | $11.6B | +70% |
| ARKX | $33.98 | -2.1% | 0.4x | - | - |
| DXYZ | $33.15 | -2.5% | 0.5x | $1.0B | - |
| UFO | $47.16 | -2.7% | 0.4x | - | - |
| RDW | $12.94 | -3.5% | 0.4x | $3.2B | +12% |
| RKLB | $79.16 | -3.6% | 0.6x | $50.6B | +43% |
| BWXT | $165.01 | -3.7% | 0.6x | $15.1B | +42% |
| PL | $23.36 | -4.2% | 0.4x | $8.3B | +72% |
| LUNR | $19.31 | -5.3% | 0.7x | $3.1B | +52% |
| ASTS | $67.07 | -5.7% | 0.5x | $26.1B | +17% |
| BKSY | $28.94 | -5.9% | 0.6x | $1.2B | +33% |
| VSAT | $76.07 | -6.6% | 0.7x | $10.5B | +33% |
| MNTS | $4.24 | -9.6% | 0.2x | $93.1M | +89% |