Thursday, August 20, 2026 - Generated 05:33 AM PT
Market color: The overnight tape was driven by a broad chip-and-equipment sell-off after Google's partnership with Marvell on custom AI (TPU) chips was read as a threat to incumbent suppliers like Broadcom and AMD, rippling through memory, optical, and chip-equipment names. Marvell itself surged on the deal, copper miners advanced on AI-driven demand, and space/aerospace names slid broadly amid elevated Treasury yields and a risk-off rotation.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| WMT | Walmart Inc. | Before Open | $0.74 | $909.6B |
| BABA | Alibaba Group Holding Limited | Before Open | $10.82 | $309.0B |
| BABAF | Alibaba Group Holding Limited | Not Specified | $1.49 | $303.5B |
| DE | Deere & Company | Before Open | $4.7 | $156.8B |
| PIAIF | Ping An Insurance (Group) Company o | Not Specified | - | $130.4B |
| PNGAY | Ping An Insurance (Group) Company o | Not Specified | - | $127.3B |
| NTES | NetEase, Inc. | Before Open | $15.54 | $81.5B |
| ROST | Ross Stores, Inc. | After Close | $1.54 | $75.3B |
| CIIHF | CITIC Securities Company Limited | Not Specified | $0.88 | $49.4B |
| GMGSF | Goodman Group | Not Specified | - | $44.0B |
| FSUMF | Fortescue Ltd | Not Specified | - | $40.0B |
| NVZMY | Novozymes A/S | Before Open | - | $32.4B |
| NVZMF | Novozymes A/S | Not Specified | - | $31.4B |
| NESRF | Northern Star Resources Limited | Not Specified | - | $23.7B |
| BMBLF | Brambles Limited | Not Specified | - | $18.8B |
| HLDCY | Henderson Land Development Company | Not Specified | - | $17.6B |
| HLDVF | Henderson Land Development Company | Not Specified | - | $16.9B |
| PWZYF | Powszechny Zaklad Ubezpieczen SA | Not Specified | $1.69 | $16.0B |
| FUTU | Futu Holdings Limited | Before Open | $25.85 | $15.3B |
| AEGOF | Aegon Ltd. | Not Specified | - | $14.1B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| MRVL | Marvell | AI | $237.27 | +9.8% | 1.1x | Y |
| STX | Seagate | AI | $832.56 | -7.9% | 1.2x | Y |
| WDC | Western Digital | AI | $462.09 | -6.9% | 0.8x | Y |
| LRCX | Lam Research | AI | $307.17 | -6.3% | 0.8x | Y |
| COHR | Coherent | AI | $287.47 | -6.2% | 1.1x | Y |
| LITE | Lumentum | AI | $827.60 | -5.2% | 0.8x | Y |
| GE | GE Aerospace | Space | $356.23 | -5.0% | 1.1x | Y |
| AVGO | Broadcom | AI | $362.48 | -4.6% | 1.3x | Y |
| VRT | Vertiv | AI | $261.00 | -4.2% | 0.9x | Y |
| RKLB | Rocket Lab | Space | $75.84 | -4.2% | 0.7x | Y |
| FCX | Freeport-McMoRan | AI | $69.09 | +4.2% | 1.2x | Y |
| RDW | Redwire | Space | $12.40 | -4.2% | 0.4x | Y |
| LUNR | Intuitive Machines | Space | $18.52 | -4.1% | 0.8x | Y |
| KLAC | KLA Corp | AI | $187.27 | -3.9% | 0.7x | Y |
| AMD | AMD | AI | $466.42 | -3.7% | 0.6x | Y |
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-stock-too-cheap-now-144036744.html) - 15 S&P 500 stocks are up 100% or more this year — here's what they have in common — It's been a big year so far, at least for these 15 companies. [Yahoo Finance](https://finance.yahoo.com/markets/article/15-sp-500-stocks-are-up-100-or-more-this-year--heres-what-they-have-in-common-135448325.html) - This Safe Monthly Dividend Income Portfolio Has Baby Boomers Retiring Early — Social Security alone leaves most retirees scrambling to cover basic expenses, but a carefully constructed portfolio of five monthly dividend payers could change that equation entirely for Baby Boomer [24/7 Wall St.](https://247wallst.com/investing/2026/08/20/this-safe-monthly-dividend-income-portfolio-may-have-baby-boomers-retiring-early/)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-stock-too-cheap-now-144036744.html) - Tech sell-off resumes, counterbalancing bond yield relief: AlphaCheck — Tech stocks faced renewed selling pressure, while healthcare, basic materials, and consumer discretionary stocks rose. [Yahoo Finance](https://finance.yahoo.com/markets/article/tech-sell-off-resumes-counterbalancing-bond-yield-relief-alphacheck-141446892.html) - AVGO Stock Recovers Premarket After Marvell-Linked Selloff: Cathie Wood Loads Up On The Dip — Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/avgo-stock-recovers-premarket-after-marvell-linked-selloff-cathie-wood-loads-up-on-the-dip/cZYIje7RJmk)
[Yahoo Finance](https://finance.yahoo.com/markets/article/tech-sell-off-resumes-counterbalancing-bond-yield-relief-alphacheck-141446892.html) - Billionaire Dan Loeb of Third Point Dumped Nvidia, Broadcom, and Meta, but Increased His Stake in This Virtual Monopoly — Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss. [Motley Fool](https://www.fool.com/investing/2026/08/20/billionaire-dan-loeb-sold-nvda-avgo-meta-buy-googl/) - AI Stocks Have Soared. Is It Too Late to Buy This Vanguard ETF? — The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over. [Motley Fool](https://www.fool.com/investing/2026/08/20/ai-stocks-soared-is-too-late-buy-vanguard-etf-vug/)
[Zacks](https://finance.yahoo.com/markets/stocks/articles/company-news-aug-20-2026-105200991.html) - Marvell gives Google right to buy up to $12.2bn of shares in chip deal — The rights are tied to Google's purchases of custom chips from Marvell, with vesting structured in tranches linked to spending. [Verdict](https://www.verdict.co.uk/marvell-google-to-buy-shares/) - AVGO Stock Recovers Premarket After Marvell-Linked Selloff: Cathie Wood Loads Up On The Dip — Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/avgo-stock-recovers-premarket-after-marvell-linked-selloff-cathie-wood-loads-up-on-the-dip/cZYIje7RJmk)
[Bloomberg](https://finance.yahoo.com/technology/ai/articles/meta-quietly-become-one-microsoft-110000871.html) - AI Stocks Have Soared. Is It Too Late to Buy This Vanguard ETF? — The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over. [Motley Fool](https://www.fool.com/investing/2026/08/20/ai-stocks-soared-is-too-late-buy-vanguard-etf-vug/) - Ray Dalio Champions 'Radical Transparency' in the Workplace, Says 'Important Issues Are Apparent Instead of Hidden' — Billionaire investor Ray Dalio said embracing radical truthfulness and transparency among colleagues can improve decision-making, expose problems and foster accountability. Dalio Explains Radical Tran [Benzinga](https://finance.yahoo.com/small-business/articles/ray-dalio-champions-radical-transparency-094606057.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/theres-light-end-tunnel-tech-140846636.html) - Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties — Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, t [24/7 Wall St.](https://247wallst.com/investing/2026/08/20/here-are-thursdays-top-wall-street-analyst-research-calls-alphabet-analog-devices-crown-castle-ebay-epr-properties-etsy-merck-co-shopify-tjx-companies-and-more/) - Billionaire Dan Loeb of Third Point Dumped Nvidia, Broadcom, and Meta, but Increased His Stake in This Virtual Monopoly — Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss. [Motley Fool](https://www.fool.com/investing/2026/08/20/billionaire-dan-loeb-sold-nvda-avgo-meta-buy-googl/)
[Yahoo Finance Video](https://finance.yahoo.com/video/amazon-prime-air-maybe-coming-200757375.html) - If Walmart doesn't raise its outlook, the stock will fall: CFRA Research — Walmart (WMT) reports second quarter earnings on Thursday before the opening bell. CFRA Research senior vice president of equity research Arun Sundaram shares his expectations for the earnings print. [Yahoo Finance Video](https://finance.yahoo.com/video/walmart-doesnt-raise-outlook-stock-155212028.html) - Good News For Amazon Stock Fans — Amazon Picks Austin for New Robotics Facility, Adding Up to 500 Jobs [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/good-news-amazon-stock-fans-122924505.html)
[StockStory](https://finance.yahoo.com/markets/stocks/articles/1-unpopular-stock-more-attention-113915335.html) - Stock Market Today, Aug. 19: Nebius Falls 10% on $4.5 Billion Convertible Note Offering — On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure. [Motley Fool](https://www.fool.com/coverage/stock-market-today/2026/08/19/stock-market-today-aug-19-nebius-falls-10-on-usd4-5-billion-convertible-note-offering/) - Stocks to Watch Recap: Oracle, SK Hynix, Moderna, Unitree — ↘️ Oracle (ORCL): Shares rose 0.7%. The Journal reported that OpenAI's revenue growth was outpaced by Anthropic in the second quarter, while its losses deepened. Oracle's performance hinges on OpenAI' [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-19-2026/card/stocks-to-watch-sk-hynix-la-z-boy-unitree-target-c8MMp4MagwjHSq0QEOSU?siteid=yhoof2&yptr=yahoo)
[Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-july-121138319.html) - What Could Taiwan Semiconductor Manufacturing (TSM) Capacity Strains Mean For AI Demand? — Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nv [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/could-taiwan-semiconductor-manufacturing-tsm-111322612.html) - Taiwan Semiconductor vs. ASML: Which Semiconductor Titan Is the Better Buy Today? — TSMC and ASML are two of the more important companies in the chip realm. [Motley Fool](https://www.fool.com/investing/2026/08/20/taiwan-semiconductor-vs-asml-which-semiconductor-t/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| MNTS | Space | $4.24 | $8.00 | +88.7% |
| PL | Space | $22.62 | $40.10 | +77.3% |
| KTOS | Space | $60.56 | $105.62 | +74.4% |
| ORCL | AI | $143.81 | $246.43 | +71.4% |
| MU | AI | $937.11 | $1501.98 | +60.3% |
| MOD | AI | $195.14 | $310.29 | +59.0% |
| LUNR | Space | $18.52 | $29.25 | +57.9% |
| VST | AI | $142.70 | $219.72 | +54.0% |
| SPIR | Space | $13.70 | $20.88 | +52.4% |
| RKLB | Space | $75.84 | $112.94 | +48.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| MRVL | $237.27 | +9.8% | 1.1x | $213.0B | 81.3 | +10% |
| FCX | $69.09 | +4.2% | 1.2x | $96.7B | 33.9 | +4% |
| SCCO | $194.68 | +3.7% | 1.0x | $164.4B | 29.2 | -14% |
| CEG | $274.17 | +2.8% | 0.6x | $97.1B | 26.8 | +27% |
| FLNC | $12.07 | +2.7% | 0.6x | $2.7B | 51.8 | +36% |
| AMZN | $265.84 | +2.5% | 0.7x | $2.87T | 21.4 | +23% |
| ABBNY | $101.01 | +2.0% | - | $183.1B | 37.1 | -8% |
| VST | $142.70 | +1.6% | 0.8x | $47.9B | 24.0 | +54% |
| TLN | $322.35 | +1.5% | 1.9x | $15.4B | 10.5 | +44% |
| ORCL | $143.81 | +0.7% | 0.7x | $414.2B | 24.5 | +71% |
| MSFT | $484.31 | +0.6% | 0.5x | $3.60T | 27.0 | +18% |
| META | $546.03 | +0.4% | 0.9x | $1.39T | 20.6 | +38% |
| GOOGL | $344.72 | +0.2% | 0.6x | $4.22T | 17.3 | +24% |
| TSM | $412.09 | -0.3% | 0.6x | $2.14T | 30.8 | +33% |
| GNRC | $210.81 | -0.4% | 0.8x | $12.4B | 48.6 | +35% |
| MU | $937.11 | -0.4% | 0.5x | $1.06T | 21.2 | +60% |
| CSCO | $110.55 | -0.9% | 0.7x | $435.7B | 33.6 | +23% |
| NVDA | $217.56 | -1.0% | 0.7x | $5.27T | 33.3 | +39% |
| BE | $206.63 | -1.1% | 0.7x | $60.9B | 271.9 | +33% |
| ETN | $424.67 | -1.5% | 0.7x | $164.9B | 43.9 | +12% |
| HUBB | $475.64 | -1.7% | 0.9x | $25.1B | 28.7 | +19% |
| GEV | $987.46 | -1.7% | 0.7x | $263.0B | 28.8 | +25% |
| SMCI | $36.58 | -2.2% | 0.6x | $23.7B | 11.2 | +16% |
| POWL | $198.21 | -2.6% | 0.8x | $7.2B | 38.9 | +41% |
| MOD | $195.14 | -2.8% | 0.8x | $10.4B | 73.1 | +59% |
| ASML | $1751.73 | -2.8% | 0.7x | $672.8B | 59.5 | +26% |
| ANET | $186.45 | -3.5% | 0.7x | $235.2B | 60.9 | +30% |
| AMAT | $496.17 | -3.5% | 0.7x | $393.9B | 42.7 | +29% |
| AMD | $466.42 | -3.7% | 0.6x | $761.4B | 123.4 | +31% |
| KLAC | $187.27 | -3.9% | 0.7x | $244.7B | 51.3 | +24% |
| VRT | $261.00 | -4.2% | 0.9x | $100.5B | 61.7 | +30% |
| AVGO | $362.48 | -4.6% | 1.3x | $1.72T | 63.3 | +46% |
| LITE | $827.60 | -5.2% | 0.8x | $74.2B | 25.1 | +39% |
| COHR | $287.47 | -6.2% | 1.1x | $56.3B | 69.9 | +43% |
| LRCX | $307.17 | -6.3% | 0.8x | $384.4B | 56.8 | +21% |
| WDC | $462.09 | -6.9% | 0.8x | $166.6B | 17.2 | +44% |
| STX | $832.56 | -7.9% | 1.2x | $189.0B | 59.9 | +35% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| PSN | $47.12 | +1.4% | 0.7x | $5.0B | +24% |
| DXYZ | $33.43 | +0.8% | 0.4x | $1.0B | - |
| VSAT | $76.67 | +0.8% | 0.7x | $10.6B | +32% |
| SPCE | $3.21 | +0.6% | 0.2x | $486.6M | +11% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| MNTS | $4.24 | +0.0% | 0.2x | $93.1M | +89% |
| BA | $222.20 | -0.4% | 1.0x | $175.5B | +24% |
| GSAT | $82.46 | -0.5% | 0.8x | $10.7B | +9% |
| IRDM | $48.71 | -0.7% | 0.3x | $5.2B | -14% |
| LHX | $277.11 | -0.9% | 0.5x | $51.6B | +23% |
| ASTS | $66.43 | -1.0% | 0.4x | $25.9B | +18% |
| ARKX | $33.64 | -1.0% | 0.5x | - | - |
| UFO | $46.67 | -1.0% | 0.2x | - | - |
| NOC | $582.84 | -1.1% | 0.6x | $82.8B | +11% |
| HEI | $363.42 | -1.2% | 0.7x | $50.8B | +7% |
| SPIR | $13.70 | -1.4% | 0.4x | $556.5M | +52% |
| BWXT | $162.26 | -1.7% | 0.9x | $14.9B | +44% |
| WWD | $359.95 | -1.7% | 0.8x | $21.3B | +25% |
| DCO | $200.16 | -2.0% | 0.6x | $3.0B | +6% |
| XAR | $284.10 | -2.2% | 1.2x | - | - |
| RTX | $220.35 | -2.3% | 1.2x | $297.0B | +5% |
| KTOS | $60.56 | -2.3% | 0.6x | $11.4B | +74% |
| TDY | $648.63 | -2.5% | 0.4x | $30.1B | +17% |
| LMT | $589.15 | -3.0% | 0.8x | $136.0B | +7% |
| HWM | $283.48 | -3.1% | 1.0x | $113.1B | +18% |
| PL | $22.62 | -3.2% | 0.4x | $8.1B | +77% |
| CW | $673.34 | -3.2% | 1.5x | $24.9B | +20% |
| BKSY | $27.90 | -3.6% | 0.5x | $1.1B | +38% |
| LUNR | $18.52 | -4.1% | 0.8x | $3.0B | +58% |
| RDW | $12.40 | -4.2% | 0.4x | $3.1B | +17% |
| RKLB | $75.84 | -4.2% | 0.7x | $48.5B | +49% |
| GE | $356.23 | -5.0% | 1.1x | $369.6B | +14% |