Friday, August 21, 2026 - Generated 05:32 AM PT
Market color: Rising Treasury yields continued to pressure risk assets into Friday's pre-market, though stocks were clawing back from Thursday's brutal selloff. The heaviest selling hit space, aerospace and defense names in a broad sector unwind, while select AI plays (Micron, Marvell, Lumentum) bucked the trend on bullish catalysts.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| ZIJMF | Zijin Mining Group Company Limited | Not Specified | $0.78 | $117.0B |
| SNPMF | China Petroleum & Chemical Corporat | Not Specified | $0.09 | $65.2B |
| UI | Ubiquiti Inc. | Before Open | $4.03 | $34.7B |
| CHHQF | China Hongqiao Group Limited | Not Specified | - | $28.4B |
| BEKE | KE Holdings Inc. | Before Open | $2.12 | $18.7B |
| CCOZF | China Coal Energy Company Limited | Not Specified | $0.39 | $18.0B |
| ZTCOF | ZTE Corporation | Not Specified | $0.3 | $16.5B |
| BJ | BJ's Wholesale Club Holdings, Inc. | Before Open | $1.09 | $11.7B |
| NDRBF | NIBE Industrier AB (publ) | Not Specified | $0.36 | $9.0B |
| CTOUF | Charter Hall Group | Not Specified | - | $8.3B |
| PSSMF | Press Metal Aluminium Holdings Berh | Not Specified | $0.07 | $8.2B |
| ZHAOF | Zhaojin Mining Industry Company Lim | Not Specified | $0.34 | $7.3B |
| TPGTF | TPG Telecom Limited | Not Specified | - | $5.8B |
| RMLRF | Ramelius Resources Limited | Not Specified | - | $5.3B |
| LVZPF | Livzon Pharmaceutical Group Inc. | Not Specified | $0.64 | $4.6B |
| RGRNF | Regis Resources Limited | Not Specified | - | $4.6B |
| SGFEF | Siegfried Holding AG | Not Specified | - | $3.7B |
| KLTHF | East Buy Holding Limited | Not Specified | - | $2.9B |
| BKE | The Buckle, Inc. | Before Open | $0.83 | $2.2B |
| JPFAF | PT Japfa Comfeed Indonesia Tbk | Not Specified | - | $2.1B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| KTOS | Kratos Defense | Space | $56.18 | -7.2% | 1.0x | Y |
| LITE | Lumentum | AI | $879.28 | +6.2% | 0.8x | Y |
| MRVL | Marvell | AI | $251.01 | +5.8% | 0.7x | Y |
| FLNC | Fluence Energy | AI | $11.39 | -5.6% | 0.8x | Y |
| DCO | Ducommun | Space | $189.08 | -5.5% | 0.8x | Y |
| RDW | Redwire | Space | $11.77 | -5.1% | 0.5x | Y |
| WWD | Woodward | Space | $342.20 | -4.8% | 0.9x | Y |
| XAR | SPDR S&P Aerospace & Defense E | Space | $271.78 | -4.3% | 1.0x | Y |
| BKSY | BlackSky | Space | $26.73 | -4.2% | 0.6x | Y |
| SPCE | Virgin Galactic | Space | $3.08 | -4.0% | 0.2x | Y |
| MU | Micron | AI | $974.33 | +4.0% | 0.5x | Y |
| RKLB | Rocket Lab | Space | $72.95 | -3.8% | 0.7x | Y |
| CW | Curtiss-Wright | Space | $648.28 | -3.7% | 1.5x | Y |
| RTX | RTX Corp | Space | $212.29 | -3.7% | 0.9x | Y |
| DXYZ | Destiny Tech100 | Space | $34.65 | +3.6% | 0.4x | Y |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/heres-what-nvidia-needs-to-do-to-unlock-an-even-better-stock-valuation-120651570.html) - Worried About a Stock Market Crash? Here's the 3-ETF Portfolio I'd Buy Today — Protecting yourself from a bear market isn't about just shifting your portfolio into cash. [Motley Fool](https://www.fool.com/investing/2026/08/21/worried-stock-market-crash-3-etf-portfolio-buy/) - Nvidia’s Ruthless Way to Beat the Competition Has 2 Problems — Nvidia’s is spending like its cash is burning a hole in its pocket. It could tie-up with Korean AI chip designer Rebellions, according to a report on Friday. A lot of those investments have been ma [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-ai-chips-9e4efbde?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/waymo-making-own-ai-chip-194318039.html) - Something Big Could Happen To NVIDIA Stock on August 26 — NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked backlog all poin [24/7 Wall St.](https://247wallst.com/investing/2026/08/21/something-big-could-happen-to-nvidia-stock-on-august-26/) - Micron Technology Stock Has Become A Bet On Memory Prices — Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case. [Trefis](https://www.trefis.com/articles/612378/micron-technology-stock-has-become-a-bet-on-memory-prices/2026-08-21)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/21/something-big-could-happen-to-nvidia-stock-on-august-26/) - Here Are Friday’s Top Wall Street Analyst Research Calls: Broadcom, Equifax, Hubbell, Marvell Technology, NVIDIA, SpaceX — Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened Sp [24/7 Wall St.](https://247wallst.com/investing/2026/08/21/here-are-fridays-top-wall-street-analyst-research-calls-broadcom-equifax-hubbell-marvell-technology-nvidia-spacex-portland-general-electric-taylor-devices-teradyne-and-more/) - Here’s Why I’m Buying More Broadcom as Spiking Treasury Yields Rock AI Stocks — Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper than a [24/7 Wall St.](https://247wallst.com/investing/2026/08/21/heres-why-im-buying-more-broadcom-as-spiking-treasury-yields-rock-ai-stocks/)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/21/here-are-fridays-top-wall-street-analyst-research-calls-broadcom-equifax-hubbell-marvell-technology-nvidia-spacex-portland-general-electric-taylor-devices-teradyne-and-more/) - Google's Marvell Warrant Doesn't Fully Vest Until Google Buys $120 Billion of Chips — The chipmaker attached a stock award to its newest custom chip deal -- one installment for every $500 million its buyer spends. Collecting all of them takes 240. [Motley Fool](https://www.fool.com/investing/2026/08/20/google-s-marvell-warrant-doesn-t-fully-vest-until-google-buys-usd120-billion-of-chips/) - MRVL Stock Jumps 6% As Top Wall Street Firms Furnish Bullish Signals Ahead Of Marvell Earnings — Jefferies expects Marvell to report a ‘beat and raise’ quarter ahead of the company's earnings print due on August 27. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/top-wall-street-firms-furnish-bullish-signals-ahead-of-marvell-earnings/cZYe5hwRJZu)
[Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/p-global-spgi-deepens-microsoft-101635061.html) - Nebius (NBIS) Raises $5B Convertible Bond As AI Compute Demand Surges — On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. Th [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/nebius-nbis-raises-5b-convertible-093337551.html) - This 2.7% ‘Dividend’ ETF Quietly Holds 28% Big Tech. Here’s Who Should Own It Anyway — Fidelity's so-called high dividend ETF hides a portfolio that would surprise most income investors, and understanding who it actually benefits requires looking past the yield altogether. [24/7 Wall St.](https://247wallst.com/investing/etf/2026/08/21/this-2-7-dividend-etf-quietly-holds-28-big-tech-heres-who-should-own-it-anyway/)
[Yahoo Finance Video](https://finance.yahoo.com/video/waymo-making-own-ai-chip-194318039.html) - These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point — As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity analysts. Amazon.com, Alphabet and Eli Lilly are three of the seven best stocks where [Investor's Business ](https://www.investors.com/research/best-stocks-seven-magnificent-stocks-earnings-growth/?src=A00220&yptr=yahoo) - Here’s Why I’m Buying More Broadcom as Spiking Treasury Yields Rock AI Stocks — Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper than a [24/7 Wall St.](https://247wallst.com/investing/2026/08/21/heres-why-im-buying-more-broadcom-as-spiking-treasury-yields-rock-ai-stocks/)
[Barrons.com](https://www.barrons.com/articles/stock-market-things-to-know-today-8c62996e?siteid=yhoof2&yptr=yahoo) - These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point — As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity analysts. Amazon.com, Alphabet and Eli Lilly are three of the seven best stocks where [Investor's Business ](https://www.investors.com/research/best-stocks-seven-magnificent-stocks-earnings-growth/?src=A00220&yptr=yahoo) - Analysis-US corporate AI debt surge tests investor limits as fatigue emerges — The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. W [Reuters](https://finance.yahoo.com/markets/stocks/articles/analysis-us-corporate-ai-debt-100218069.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/21/oracle-sits-far-below-wall-streets-target-heres-what-gets-it-there/) - Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth — On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)’s Web Services announced a major expansion of their strategic collaboration. The marquee news was the general availabili [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/oracle-corporation-orcl-vs-amazon-225036836.html) - Michael Burry says Nvidia rival is quietly getting serious — Burry thinks Nvidia’s moat may face a tougher test [TheStreet](https://www.thestreet.com/investing/stocks/michael-burry-nvidia-rival-etched)
[Yahoo Finance Video](https://finance.yahoo.com/video/waymo-making-own-ai-chip-194318039.html) - I Examined the Top Holdings of 17 Billionaire Money Managers, and These 3 Stocks Were the Common Denominators — Artificial intelligence (AI) is a big theme for Wall Street's savviest asset managers. [Motley Fool](https://www.fool.com/investing/2026/08/21/examine-top-holding-17-billionaire-3-common-stocks/) - History of TSMC & its stock: Company timeline, facts & milestones — Taiwan Semiconductor Manufacturing Co. is the world’s largest chipmaker. Here’s how it grew into the semiconductor behemoth it is today. [TheStreet](https://www.thestreet.com/investing/stocks/history-of-taiwant-semiconductor-manufacturing-company-timeline-facts)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| MNTS | Space | $4.13 | $8.00 | +93.7% |
| KTOS | Space | $56.18 | $105.62 | +88.0% |
| PL | Space | $22.17 | $40.10 | +80.9% |
| ORCL | AI | $142.07 | $246.43 | +73.5% |
| LUNR | Space | $17.93 | $29.25 | +63.1% |
| MOD | AI | $190.74 | $310.29 | +62.7% |
| VST | AI | $138.94 | $219.72 | +58.1% |
| MU | AI | $974.33 | $1521.62 | +56.2% |
| RKLB | Space | $72.95 | $112.94 | +54.8% |
| SPIR | Space | $13.89 | $20.88 | +50.3% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| LITE | $879.28 | +6.2% | 0.8x | $78.9B | 26.6 | +31% |
| MRVL | $251.01 | +5.8% | 0.7x | $225.3B | 81.2 | +4% |
| MU | $974.33 | +4.0% | 0.5x | $1.10T | 21.2 | +56% |
| FCX | $71.22 | +3.1% | 1.3x | $102.3B | 34.9 | +1% |
| STX | $850.24 | +2.1% | 0.7x | $193.0B | 61.3 | +32% |
| SCCO | $198.73 | +2.1% | 0.9x | $167.8B | 29.8 | -16% |
| WDC | $469.05 | +1.5% | 0.6x | $169.1B | 17.1 | +42% |
| VRT | $264.63 | +1.4% | 0.8x | $101.9B | 59.9 | +28% |
| LRCX | $310.53 | +1.1% | 0.6x | $388.6B | 54.1 | +20% |
| TSM | $416.00 | +0.9% | 0.8x | $2.16T | 31.0 | +33% |
| COHR | $290.03 | +0.9% | 0.8x | $56.8B | 70.4 | +44% |
| AMD | $469.45 | +0.7% | 0.5x | $766.4B | 119.2 | +31% |
| AVGO | $364.03 | +0.4% | 0.8x | $1.73T | 60.6 | +45% |
| AMAT | $496.21 | +0.1% | 0.7x | $394.0B | 42.7 | +29% |
| META | $545.83 | -0.0% | 0.8x | $1.39T | 20.6 | +38% |
| ASML | $1750.31 | -0.1% | 0.4x | $672.3B | 59.5 | +26% |
| SMCI | $36.50 | -0.2% | 0.9x | $23.6B | 11.2 | +16% |
| NVDA | $216.85 | -0.3% | 0.7x | $5.25T | 33.2 | +40% |
| POWL | $197.40 | -0.4% | 0.6x | $7.2B | 37.9 | +42% |
| CEG | $272.92 | -0.5% | 0.6x | $96.7B | 26.7 | +27% |
| MSFT | $481.15 | -0.5% | 0.5x | $3.57T | 26.8 | +18% |
| KLAC | $185.86 | -0.8% | 0.6x | $242.8B | 50.8 | +25% |
| CSCO | $109.59 | -0.9% | 0.5x | $431.9B | 32.9 | +24% |
| GOOGL | $340.67 | -1.2% | 0.6x | $4.17T | 17.1 | +26% |
| ORCL | $142.07 | -1.2% | 0.5x | $409.2B | 24.4 | +74% |
| HUBB | $469.76 | -1.2% | 0.6x | $24.8B | 27.8 | +21% |
| ANET | $183.75 | -1.4% | 0.5x | $231.8B | 58.1 | +32% |
| ABBNY | $99.47 | -1.5% | - | $180.3B | 37.1 | -7% |
| TLN | $316.99 | -1.7% | 1.2x | $15.2B | 10.3 | +47% |
| GNRC | $206.75 | -1.9% | 0.7x | $12.2B | 47.6 | +37% |
| BE | $202.48 | -2.0% | 0.7x | $59.6B | 263.0 | +36% |
| AMZN | $260.11 | -2.2% | 0.6x | $2.81T | 20.9 | +26% |
| GEV | $966.01 | -2.2% | 0.9x | $257.3B | 27.7 | +28% |
| ETN | $415.29 | -2.2% | 0.7x | $161.3B | 42.4 | +15% |
| MOD | $190.74 | -2.3% | 0.6x | $10.1B | 70.9 | +63% |
| VST | $138.94 | -2.6% | 0.8x | $46.6B | 23.4 | +58% |
| FLNC | $11.39 | -5.6% | 0.8x | $2.1B | 48.8 | +44% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DXYZ | $34.65 | +3.6% | 0.4x | $1.1B | - |
| SPIR | $13.89 | +1.4% | 0.5x | $564.2M | +50% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| IRDM | $48.45 | -0.5% | 0.5x | $5.1B | -13% |
| GSAT | $82.00 | -0.6% | 0.6x | $10.6B | +10% |
| PL | $22.17 | -2.0% | 0.4x | $7.9B | +81% |
| ASTS | $65.06 | -2.1% | 0.4x | $25.3B | +21% |
| UFO | $45.69 | -2.1% | 0.3x | - | - |
| ARKX | $32.92 | -2.1% | 0.5x | - | - |
| PSN | $46.06 | -2.2% | 0.6x | $4.9B | +27% |
| TDY | $633.95 | -2.3% | 0.8x | $29.4B | +19% |
| LHX | $270.44 | -2.4% | 1.2x | $50.4B | +26% |
| MNTS | $4.13 | -2.6% | 0.2x | $90.7M | +94% |
| LMT | $571.48 | -3.0% | 1.3x | $131.9B | +11% |
| LUNR | $17.93 | -3.2% | 0.6x | $2.9B | +63% |
| BA | $215.10 | -3.2% | 1.3x | $169.9B | +28% |
| GE | $344.64 | -3.3% | 1.4x | $357.6B | +18% |
| NOC | $563.86 | -3.3% | 1.3x | $80.1B | +15% |
| VSAT | $74.03 | -3.4% | 0.6x | $10.2B | +37% |
| HWM | $273.64 | -3.5% | 0.8x | $109.1B | +23% |
| HEI | $350.58 | -3.5% | 1.1x | $49.0B | +11% |
| BWXT | $156.44 | -3.6% | 1.1x | $14.3B | +50% |
| RTX | $212.29 | -3.7% | 0.9x | $286.1B | +11% |
| CW | $648.28 | -3.7% | 1.5x | $23.9B | +24% |
| RKLB | $72.95 | -3.8% | 0.7x | $46.6B | +55% |
| SPCE | $3.08 | -4.0% | 0.2x | $466.9M | +16% |
| BKSY | $26.73 | -4.2% | 0.6x | $1.1B | +44% |
| XAR | $271.78 | -4.3% | 1.0x | - | - |
| WWD | $342.20 | -4.8% | 0.9x | $20.2B | +32% |
| RDW | $11.77 | -5.1% | 0.5x | $2.9B | +24% |
| DCO | $189.08 | -5.5% | 0.8x | $2.9B | +12% |
| KTOS | $56.18 | -7.2% | 1.0x | $10.5B | +88% |