Wednesday, August 26, 2026 - Generated 05:31 AM PT
Market color: Semiconductor and AI-infrastructure stocks led the pre-market tape as investors rotated back into tech on easing inflation concerns and falling Treasury yields, positioning ahead of Nvidia's pivotal Q2 earnings due after the bell. AI-adjacent names — optical/photonics, memory/storage, and energy-storage plays — outperformed, while the broader market braced for the PCE inflation print and Kevin Warsh's first Jackson Hole speech as Fed chair.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | After Close | $2.09 | $5.16T |
| CRWD | CrowdStrike Holdings, Inc. | After Close | $0.29 | $188.8B |
| CRM | Salesforce, Inc. | After Close | $3.27 | $168.5B |
| SNPS | Synopsys, Inc. | After Close | $3.67 | $78.3B |
| WFAFF | Wesfarmers Limited | Not Specified | - | $70.4B |
| WFAFY | Wesfarmers Limited | Not Specified | - | $67.2B |
| NTIOF | National Bank of Canada | Before Open | $3.21 | $61.7B |
| CHBJF | China CITIC Bank Corporation Limite | Not Specified | - | $50.3B |
| A | Agilent Technologies, Inc. | After Close | $1.49 | $43.7B |
| VEEV | Veeva Systems Inc. | After Close | $2.22 | $40.1B |
| P | Everpure, Inc. | After Close | $0.58 | $34.2B |
| TCOM | Trip.com Group Limited | After Close | $5.7 | $29.0B |
| TRPCF | Trip.com Group Limited | Not Specified | $5.05 | $28.7B |
| WSM | Williams-Sonoma, Inc. | Before Open | $1.79 | $27.6B |
| HPQ | HP Inc. | After Close | $0.69 | $27.0B |
| ANPDF | ANTA Sports Products Limited | Not Specified | - | $25.2B |
| HNSPF | Hansoh Pharmaceutical Group Company | Not Specified | - | $24.9B |
| WOLWF | Woolworths Group Limited | Not Specified | - | $23.1B |
| OKTA | Okta, Inc. | After Close | $0.96 | $22.9B |
| NWWCF | New China Life Insurance Company Lt | Not Specified | - | $19.9B |
Tracked stocks reporting today: NVDA (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| SMCI | Super Micro | AI | $38.46 | +9.4% | 0.8x | Y |
| DXYZ | Destiny Tech100 | Space | $34.65 | +6.9% | 0.5x | Y |
| LITE | Lumentum | AI | $885.57 | +6.7% | 0.6x | Y |
| BE | Bloom Energy | AI | $217.45 | +6.6% | 1.0x | Y |
| AMD | AMD | AI | $479.18 | +4.9% | 0.7x | Y |
| MRVL | Marvell | AI | $240.38 | +4.8% | 0.5x | Y |
| COHR | Coherent | AI | $288.14 | +4.6% | 0.8x | Y |
| WDC | Western Digital | AI | $450.75 | +3.5% | 0.5x | Y |
| FLNC | Fluence Energy | AI | $11.24 | +3.5% | 0.8x | Y |
| STX | Seagate | AI | $821.67 | +3.4% | 0.5x | Y |
| FCX | Freeport-McMoRan | AI | $79.91 | +2.7% | 1.1x | Y |
| SCCO | Southern Copper | AI | $219.70 | +2.5% | 0.7x | Y |
| VST | Vistra | AI | $139.03 | +2.5% | 0.9x | Y |
| MU | Micron | AI | $932.97 | +2.5% | 0.4x | Y |
| ABBNY | ABB Ltd | AI | $99.20 | +2.3% | 0.0x | Y |
[Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-wednesday-august-26-dow-sp-500-nasdaq-081834782.html) - Nvidia earnings could reveal its fastest-growing business isn't chips: Chart of the Day — Wall Street is focused on Nvidia's GPUs, but the faster-growing story is sitting beside them. [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-earnings-could-reveal-its-fastest-growing-business-isnt-chips-chart-of-the-day-100000332.html) - Stock market today: Dow, S&P 500, Nasdaq rise as US-Canada trade tensions heat up, investors await Nvidia earnings — Investors weighed new trade measures against Canada and Iran, looming Nvidia earnings, and predictions for Kevin Warsh's first Jackson Hole speech as Fed chair. [Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-tuesday-august-25-dow-sp-500-nasdaq-tariffs-oil-080527092.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-ai-data-center-dominance-120000341.html) - AMD vs. Broadcom: Which AI Stock Has the Bigger Upside Potential? — AMD's surging Data Center demand and stronger technical momentum give it an edge over Broadcom, despite both benefiting from AI growth. [Zacks](https://finance.yahoo.com/markets/stocks/articles/amd-vs-broadcom-ai-stock-120500558.html) - Calm Before the Storm: 3 Semiconductor Giants Share 1 Chart Pattern — Semiconductor stocks: NVDA, AMD, and MU coil into matching triangles with RSI near 50 as Nvidia Q2 earnings land Wednesday. [BeInCrypto](https://beincrypto.com/semiconductor-stocks-nvda-amd-mu-triangles/)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-ai-data-center-dominance-120000341.html) - The story that Nvidia's margins, balance sheet tell going into Q2 earnings — Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of it [Yahoo Finance Video](https://finance.yahoo.com/video/story-nvidias-margins-balance-sheet-200000914.html) - Photronics (PLAB) Surpasses Q3 Earnings and Revenue Estimates — Photronics (PLAB) delivered earnings and revenue surprises of +25.00% and +3.50%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock? [Zacks](https://finance.yahoo.com/markets/stocks/articles/photronics-plab-surpasses-q3-earnings-121502248.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/investors-rotate-into-tech-stocks-as-inflation-concerns-ease-alphacheck-135258775.html) - Market Braces for Crunch Nvidia Earnings, PCE Report. Stock Futures Fall. — Stock futures were heading for a negative open early Wednesday ahead of crunch earnings from chip maker Nvidia that will give a steer on artificial intelligence spending—a major headache for markets. [Barrons.com](https://www.barrons.com/livecoverage/stock-market-news-today-082626/card/stock-futures-fall-as-market-braces-for-crunch-nvidia-earnings-pce-report-GwcXW4XUwylS03DGslX9?siteid=yhoof2&yptr=yahoo) - 3 AI Networking Stocks Dominating a Quiet Niche — AI accelerators steal the spotlight, but a quieter layer of the buildout is capturing an outsized share of the capex flowing into every new GPU cluster. Three networking stocks sit at that choke point [24/7 Wall St.](https://247wallst.com/investing/2026/08/26/3-ai-networking-stocks-dominating-a-quiet-niche/)
[Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-earnings-could-reveal-its-fastest-growing-business-isnt-chips-chart-of-the-day-100000332.html) - Moonshot AI seeks revenue-sharing deals with Microsoft, Amazon, Google — The Beijing-based startup wants up to 30% of revenue from Kimi K3-related services on Azure, AWS, and Google Cloud, unnamed sources say [Quartz](https://qz.com/moonshot-ai-kimi-k3-revenue-sharing-microsoft-amazon-google-082626) - Zoom Communications Third-Quarter Earnings Outlook Misses Street Views; Shares Down Pre-Bell — Zoom Communications (ZM) shares fell early Wednesday as the video communication platform provided a [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/zoom-communications-third-quarter-earnings-111315697.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-ai-data-center-dominance-120000341.html) - The story that Nvidia's margins, balance sheet tell going into Q2 earnings — Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of it [Yahoo Finance Video](https://finance.yahoo.com/video/story-nvidias-margins-balance-sheet-200000914.html) - The real question investors should be asking ahead of Nvidia earnings — D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after en [Yahoo Finance Video](https://finance.yahoo.com/video/real-investors-asking-ahead-nvidia-160432776.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-ai-data-center-dominance-120000341.html) - The real question investors should be asking ahead of Nvidia earnings — D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after en [Yahoo Finance Video](https://finance.yahoo.com/video/real-investors-asking-ahead-nvidia-160432776.html) - New disclosure: Trump owns SpaceX, Disney shares — and is reaping profits from oil & gas stocks — President Trump made over 1,000 new stock trades in June, totaling between $78 million and $263 million. Yahoo Finance Washington Correspondent Ben Werschkul outlines the details in the video above. [Yahoo Finance Video](https://finance.yahoo.com/video/disclosure-trump-owns-spacex-disney-151222555.html)
[Yahoo Finance](https://finance.yahoo.com/technology/article/oracles-historic-stock-rout-could-be-a-buying-opportunity-121656990.html) - Warren Buffett is ‘still in the game’: The Omaha Oracle may be making more Berkshire investment decisions than you think — Warren Buffett has handed Berkshire’s CEO job to Greg Abel, but he hasn't fully handed over his stock-picking job, and Berkshire’s huge Alphabet stake is the strongest evidence yet. [Moneywise](https://finance.yahoo.com/markets/stocks/articles/warren-buffett-still-game-omaha-121500344.html) - Oracle Stock And 2 Growth Picks With Strong Earnings Potential — Germany’s Ifo index has reached a one year high, which hints at a more confident backdrop for companies planning to grow earnings rather than just defend margins. That creates an interesting setting f [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-growth-picks-043801665.html)
[Motley Fool](https://www.fool.com/investing/2026/08/26/billionaire-david-tepper-sold-every-single-share-o/) - He Followed TSMC From Taiwan to Phoenix at 60. Social Security Said His 30-Year Career Had Just Begun. — A semiconductor engineer with 30 years on the fab floor relocates to Phoenix at 60, confident his long career will follow him into retirement. What the U.S. Social Security system sees when it looks a [24/7 Wall St.](https://247wallst.com/personal-finance/social-security/2026/08/26/he-followed-tsmc-from-taiwan-to-phoenix-at-60-social-security-said-his-30-year-career-had-just-begun/) - TSMC Jumps Before Nvidia Tests Its Capacity Bet — The foundry is already building for aggressive demand forecasts that Wednesday's earnings must help validate. [GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-jumps-nvidia-tests-capacity-195825384.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $52.64 | $105.62 | +100.6% |
| MNTS | Space | $4.23 | $8.00 | +89.1% |
| PL | Space | $21.55 | $40.10 | +86.1% |
| LUNR | Space | $16.60 | $29.25 | +76.2% |
| ORCL | AI | $144.76 | $246.43 | +70.2% |
| RKLB | Space | $66.91 | $112.94 | +68.8% |
| MOD | AI | $188.01 | $310.29 | +65.0% |
| MU | AI | $932.97 | $1515.11 | +62.4% |
| VST | AI | $139.03 | $217.84 | +56.7% |
| BWXT | Space | $149.73 | $234.45 | +56.6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| SMCI | $38.46 | +9.4% | 0.8x | $24.9B | 11.8 | +10% |
| LITE | $885.57 | +6.7% | 0.6x | $79.4B | 26.8 | +30% |
| BE | $217.45 | +6.6% | 1.0x | $64.0B | 262.0 | +26% |
| AMD | $479.18 | +4.9% | 0.7x | $782.2B | 121.9 | +28% |
| MRVL | $240.38 | +4.8% | 0.5x | $216.0B | 82.6 | +11% |
| COHR | $288.14 | +4.6% | 0.8x | $56.4B | 69.9 | +44% |
| WDC | $450.75 | +3.5% | 0.5x | $162.5B | 16.8 | +48% |
| FLNC | $11.24 | +3.5% | 0.8x | $2.1B | 66.5 | +44% |
| STX | $821.67 | +3.4% | 0.5x | $186.5B | 59.2 | +37% |
| FCX | $79.91 | +2.7% | 1.1x | $114.8B | 39.2 | -10% |
| SCCO | $219.70 | +2.5% | 0.7x | $185.5B | 33.0 | -24% |
| VST | $139.03 | +2.5% | 0.9x | $46.7B | 22.9 | +57% |
| MU | $932.97 | +2.5% | 0.4x | $1.05T | 20.6 | +62% |
| ABBNY | $99.20 | +2.3% | 0.0x | $179.8B | 36.5 | -7% |
| NVDA | $213.05 | +2.2% | 0.9x | $5.16T | 31.9 | +43% |
| META | $570.05 | +2.0% | 0.5x | $1.45T | 21.5 | +32% |
| CEG | $278.42 | +1.8% | 0.7x | $98.6B | 27.2 | +25% |
| TSM | $417.41 | +1.8% | 0.5x | $2.16T | 31.1 | +33% |
| ORCL | $144.76 | +1.6% | 0.4x | $417.0B | 24.5 | +70% |
| ANET | $190.94 | +1.5% | 0.6x | $240.8B | 59.5 | +27% |
| LRCX | $314.66 | +1.4% | 0.4x | $393.7B | 54.6 | +18% |
| KLAC | $183.34 | +1.0% | 0.7x | $239.5B | 50.0 | +26% |
| MSFT | $491.71 | +0.9% | 0.5x | $3.65T | 27.4 | +16% |
| CSCO | $111.11 | +0.8% | 0.5x | $437.9B | 33.4 | +23% |
| TLN | $307.67 | +0.7% | 0.7x | $14.7B | 10.0 | +50% |
| POWL | $190.19 | +0.6% | 0.6x | $6.9B | 36.4 | +47% |
| VRT | $255.75 | +0.3% | 0.6x | $98.5B | 57.9 | +32% |
| ASML | $1744.16 | +0.2% | 0.4x | $669.9B | 58.5 | +26% |
| ETN | $409.20 | +0.1% | 0.7x | $158.9B | 41.7 | +17% |
| MOD | $188.01 | -0.2% | 0.6x | $10.0B | 69.9 | +65% |
| GOOGL | $346.96 | -0.3% | 0.7x | $4.24T | 17.4 | +23% |
| AMZN | $261.06 | -0.4% | 0.5x | $2.82T | 21.0 | +25% |
| HUBB | $464.19 | -0.6% | 0.6x | $24.5B | 27.5 | +22% |
| AVGO | $356.74 | -0.6% | 0.7x | $1.70T | 59.6 | +48% |
| AMAT | $480.04 | -0.9% | 0.5x | $381.0B | 41.9 | +34% |
| GNRC | $201.78 | -0.9% | 0.6x | $11.9B | 46.7 | +41% |
| GEV | $926.73 | -1.6% | 0.7x | $246.8B | 27.0 | +33% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DXYZ | $34.65 | +6.9% | 0.5x | $1.1B | - |
| GE | $349.54 | +2.3% | 0.7x | $362.7B | +16% |
| WWD | $339.66 | +2.0% | 0.8x | $20.1B | +33% |
| MNTS | $4.23 | +1.7% | 0.2x | $92.9M | +89% |
| RDW | $11.48 | +0.9% | 0.4x | $2.9B | +27% |
| RTX | $210.28 | +0.5% | 0.9x | $283.4B | +12% |
| BA | $211.08 | +0.3% | 0.8x | $166.7B | +30% |
| HWM | $264.04 | +0.3% | 0.8x | $105.3B | +28% |
| TDY | $626.90 | +0.3% | 0.5x | $29.0B | +21% |
| VSAT | $72.46 | +0.3% | 0.5x | $10.0B | +40% |
| BWXT | $149.73 | +0.1% | 1.9x | $13.7B | +57% |
| ARKX | $32.49 | +0.1% | 0.5x | - | - |
| SATS | $0.00 | +0.0% | - | - | - |
| PL | $21.55 | -0.1% | 0.4x | $7.7B | +86% |
| GSAT | $82.03 | -0.1% | 0.6x | $10.6B | +10% |
| UFO | $44.59 | -0.2% | 0.1x | - | - |
| LHX | $262.17 | -0.3% | 1.0x | $48.8B | +30% |
| XAR | $264.85 | -0.3% | 1.1x | - | - |
| LUNR | $16.60 | -0.4% | 0.5x | $2.7B | +76% |
| IRDM | $47.10 | -0.4% | 0.3x | $5.0B | -11% |
| HEI | $351.05 | -0.5% | 1.1x | $49.1B | +11% |
| ASTS | $62.01 | -0.5% | 0.5x | $24.1B | +27% |
| KTOS | $52.64 | -0.8% | 0.5x | $9.9B | +101% |
| CW | $609.71 | -0.9% | 1.6x | $22.5B | +32% |
| SPCE | $2.97 | -1.0% | 0.1x | $450.2M | +20% |
| SPIR | $13.73 | -1.0% | 0.4x | $557.7M | +52% |
| NOC | $542.52 | -1.2% | 0.6x | $77.1B | +19% |
| LMT | $556.52 | -1.4% | 1.0x | $128.4B | +14% |
| DCO | $181.36 | -1.4% | 0.6x | $2.7B | +17% |
| BKSY | $25.21 | -1.5% | 0.4x | $1.0B | +52% |
| PSN | $48.04 | -1.6% | 0.4x | $5.1B | +24% |
| RKLB | $66.91 | -2.0% | 0.6x | $42.8B | +69% |