Friday, August 28, 2026 - Generated 05:32 AM PT
Market color: Nvidia's blowout quarter and raised guidance are powering a broad AI chip rally into the open, with Broadcom and TSM following higher on strong AI demand. Space names are mixed, while GE Aerospace slips on margin and cost concerns.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| IDCBF | Industrial and Commercial Bank of C | Not Specified | - | $429.0B |
| PCCYF | PetroChina Company Limited | Not Specified | $0.32 | $310.4B |
| CICHY | China Construction Bank Corporation | Not Specified | - | $304.4B |
| CICHF | China Construction Bank Corporation | Not Specified | $0.31 | $300.8B |
| ACGBF | Agricultural Bank of China Limited | Not Specified | $0.18 | $280.0B |
| BACHY | Bank of China Limited | Not Specified | - | $224.8B |
| BACHF | Bank of China Limited | Not Specified | $0.2 | $215.9B |
| CIHHF | China Merchants Bank Co., Ltd. | Not Specified | $1.5 | $162.4B |
| CIHKY | China Merchants Bank Co., Ltd. | Not Specified | - | $159.2B |
| CUAEF | China Shenhua Energy Company Limite | Not Specified | $0.77 | $137.1B |
| CSUAY | China Shenhua Energy Company Limite | Not Specified | - | $125.9B |
| BYDDF | BYD Company Limited | Not Specified | $0.85 | $106.0B |
| BYDDY | BYD Company Limited | Not Specified | - | $104.8B |
| PSBKF | Postal Savings Bank of China Co., L | Not Specified | $0.21 | $88.1B |
| BKFCF | Bank of Communications Co., Ltd. | Not Specified | $0.22 | $85.7B |
| BCMXY | Bank of Communications Co., Ltd. | Not Specified | - | $85.7B |
| BHKLY | BOC Hong Kong (Holdings) Limited | Not Specified | - | $66.8B |
| BNKHF | BOC Hong Kong (Holdings) Limited | Not Specified | - | $62.9B |
| MPNGF | Meituan | Not Specified | $0.03 | $61.5B |
| MPNGY | Meituan | Not Specified | - | $60.6B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA | AI | $227.98 | +8.7% | 2.1x | Y |
| GNRC | Generac | AI | $197.29 | -4.5% | 2.3x | Y |
| AVGO | Broadcom | AI | $371.54 | +4.5% | 0.8x | Y |
| SPCE | Virgin Galactic | Space | $3.00 | +3.8% | 0.1x | Y |
| SPIR | Spire Global | Space | $14.00 | +3.4% | 0.4x | Y |
| GE | GE Aerospace | Space | $342.73 | -3.3% | 1.2x | Y |
| FLNC | Fluence Energy | AI | $11.43 | +3.2% | 0.5x | Y |
| SMCI | Super Micro | AI | $38.46 | +2.9% | 0.7x | Y |
| HEI | HEICO | Space | $337.01 | -2.6% | 1.4x | Y |
| ASTS | AST SpaceMobile | Space | $61.44 | +2.6% | 0.4x | Y |
| DXYZ | Destiny Tech100 | Space | $35.40 | +2.5% | 0.3x | Y |
| TSM | TSMC | AI | $427.30 | +2.3% | 0.9x | Y |
| CW | Curtiss-Wright | Space | $605.49 | -2.3% | 0.9x | Y |
| VRT | Vertiv | AI | $269.28 | +2.1% | 0.8x | Y |
| ORCL | Oracle | AI | $151.94 | +2.1% | 0.9x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| GNRC | AI | 2.34M | 1.04M | 2.3x | -4.5% |
| NVDA | AI | 297.20M | 141.72M | 2.1x | +8.7% |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidia-could-hit-a-13-trillion-market-cap-analyst-says-180519193.html) - Nvidia says it's building an ecosystem that can't fail — The concern around Nvidia's latest turn as the central bank of AI is that alongside building coveted products, it's wielding financial power to rouse the customers, and the demand, to covet them [Yahoo Finance](https://finance.yahoo.com/technology/article/nvidia-says-its-building-an-ecosystem-that-cant-fail-153001892.html) - Nvidia posted a blowout quarter. China remains a quagmire. — Nvidia raised its forward guidance on Wednesday. Yet the company's still not counting on sales to the world's second largest economy. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidia-posted-a-blowout-quarter-china-remains-a-quagmire-122920310.html)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/cathie-wood-just-sold-another-121454057.html) - What Makes Marvell Technology So Irresistible Now — Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is wh [24/7 Wall St.](https://247wallst.com/investing/2026/08/28/what-makes-marvell-technology-so-irresistible-now/) - Broadcom Built Something Nearly Perfect So I Keep Buying — Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure k [24/7 Wall St.](https://247wallst.com/investing/2026/08/28/broadcom-built-something-nearly-perfect-so-i-keep-buying/)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/28/what-makes-marvell-technology-so-irresistible-now/) - AI Chips Today - AI and 5G Transforming the Semiconductor Industry — The global chipset industry is experiencing a significant transformation as artificial intelligence (AI) integrates with 5G technology, leading to an unprecedented wave of investment and innovation. W [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-today-ai-5g-113745507.html) - Broadcom Built Something Nearly Perfect So I Keep Buying — Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure k [24/7 Wall St.](https://247wallst.com/investing/2026/08/28/broadcom-built-something-nearly-perfect-so-i-keep-buying/)
[Yahoo Finance](https://finance.yahoo.com/markets/live/earnings-live-updates-q2-nvidia-115314802.html) - Marvell CEO Calls Google Deal ‘Game Changing’ – Says Custom AI Chip Revenue Could Be ‘A Lot Larger’ Than Modeled — Marvell CEO Matt Murphy said Marvell’s custom revenue could be “a lot larger” than Wall Street is currently modeling, particularly from fiscal 2029 onward. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/marvell-mrvl-ceo-google-custom-ai-chip-deal-game-changing-revenue/cZYAeozRJAl) - Stock Market Today: Dow, S&P 500 Brace For Warsh; Marvell, Affirm, PayPal Are Big Movers (Live Coverage) — Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/stock-market-today-dow-jones-sp500-nasdaq-warsh-jackson-hole-speech-marvell-affirm-paypal/?src=A00220&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/why-nvidia-probably-just-lit-a-new-fire-under-these-once-hot-trades-103645649.html) - Dow Jones Futures: Fed Chief Warsh Speech Due; Marvell, Affirm, PayPal, Elastic Are Big Movers — Fed chief Kevin Warsh's Jackson Hole speech looms. Affirm, Marvell, PayPal and Elastic are big movers on news. Nvidia and several software stocks flashed buy signals Thursday. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-fed-chief-warsh-speech-nvidia-jumps-software-sector-on-fire/?src=A00220&yptr=yahoo) - Nvidia Q2 earnings: stock surges 8.7%, adds $442 billion in value — A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines [Quartz](https://qz.com/nvidia-earnings-stock-surge-market-value-record-082826)
[Yahoo Finance Video](https://finance.yahoo.com/video/tokenization-benefits-spacex-stock-without-153500839.html) - Marvell CEO Calls Google Deal ‘Game Changing’ – Says Custom AI Chip Revenue Could Be ‘A Lot Larger’ Than Modeled — Marvell CEO Matt Murphy said Marvell’s custom revenue could be “a lot larger” than Wall Street is currently modeling, particularly from fiscal 2029 onward. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/marvell-mrvl-ceo-google-custom-ai-chip-deal-game-changing-revenue/cZYAeozRJAl) - Marvell Stock Sinks as Google AI Deal Revenue Faces a Delay — Marvell Stock Tumbles Despite Higher Forecasts as Google Deal Concerns Mount [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/marvell-stock-sinks-google-ai-121237203.html)
[Yahoo Personal Finan](https://finance.yahoo.com/personal-finance/banking/article/what-to-do-with-settlement-money-190618678.html) - Consumers Look to Congress for Relief as Companies Cash Tariff Refund Checks — The majority of US companies holding $100 billion in potential tariff refunds haven't pledged to ret [MT Newswires](https://finance.yahoo.com/economy/policy/articles/consumers-look-congress-relief-companies-114703891.html) - Amazon signs Swedish wind power agreements as data centre capacity expands — Amazon. com Inc. (NASDAQ:AMZN) has entered into long-term agreements to purchase electricity from four wind farms in Sweden as the company expands its data centre capacity in the country, Bloomberg re [InvestorsHub](https://investorshub.advfn.com/market-news/article/35282/amazon-signs-swedish-wind-power-agreements-as-data-centre-capacity-expands)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidias-relationship-with-spacex-is-deepening-150341549.html) - Workday Raises Full-Year Subscription Revenue Outlook Following Fiscal Second-Quarter Beat — Workday (WDAY) raised the low end of its full-year subscription revenue outlook after the finance an [MT Newswires](https://finance.yahoo.com/technology/articles/workday-raises-full-subscription-revenue-105325565.html) - C3.ai vs. Oracle: Which Artificial Intelligence Stock Is a Better Investment in 2026? — C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play. [Motley Fool](https://www.fool.com/coverage/better-buy/2026/08/27/c3-ai-vs-oracle-which-artificial-intelligence-stock-is-a-better-investment-in-2026/)
[TheStreet](https://www.thestreet.com/investing/stocks/morgan-stanley-keeps-cisco-at-135-on-tsmc-supply-edge) - Forget SMH and Its 87% Year: Three Semiconductor Funds Did Much Better — SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored. [24/7 Wall St.](https://247wallst.com/investing/2026/08/27/forget-smh-and-its-87-year-three-semiconductor-funds-did-much-better/) - Amkor 'Underappreciated Beneficiary' of Advanced Semiconductor Packaging, BofA Says — Amkor Technology (AMKR) is an "underappreciated beneficiary" of the increasing complexity associated [MT Newswires](https://finance.yahoo.com/technology/articles/amkor-apos-underappreciated-beneficiary-apos-181628185.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $53.69 | $105.62 | +96.7% |
| PL | Space | $21.16 | $40.10 | +89.5% |
| MNTS | Space | $4.27 | $8.00 | +87.4% |
| LUNR | Space | $16.18 | $29.25 | +80.8% |
| RKLB | Space | $67.53 | $112.94 | +67.2% |
| MOD | AI | $186.31 | $310.29 | +66.5% |
| MU | AI | $935.39 | $1513.41 | +61.8% |
| ORCL | AI | $151.94 | $244.12 | +60.7% |
| VST | AI | $139.81 | $217.42 | +55.5% |
| BKSY | Space | $24.76 | $38.42 | +55.2% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| NVDA | $227.98 | +8.7% | 2.1x | $5.51T | 28.8 | +34% |
| AVGO | $371.54 | +4.5% | 0.8x | $1.77T | 61.7 | +42% |
| FLNC | $11.43 | +3.2% | 0.5x | $2.1B | 47.3 | +43% |
| SMCI | $38.46 | +2.9% | 0.7x | $24.9B | 11.8 | +10% |
| TSM | $427.30 | +2.3% | 0.9x | $2.22T | 31.8 | +30% |
| VRT | $269.28 | +2.1% | 0.8x | $103.7B | 59.6 | +26% |
| ORCL | $151.94 | +2.1% | 0.9x | $437.7B | 26.1 | +61% |
| LITE | $956.14 | +1.8% | 0.8x | $85.8B | 29.0 | +20% |
| LRCX | $318.58 | +1.8% | 0.6x | $398.6B | 54.4 | +16% |
| MSFT | $505.06 | +1.8% | 0.7x | $3.75T | 27.6 | +13% |
| SCCO | $216.28 | +1.2% | 1.0x | $182.6B | 32.5 | -22% |
| CEG | $282.41 | +1.0% | 0.5x | $100.1B | 27.3 | +23% |
| AMAT | $482.36 | +0.5% | 0.7x | $382.8B | 41.7 | +33% |
| POWL | $192.55 | +0.4% | 0.5x | $7.0B | 36.8 | +45% |
| COHR | $295.39 | +0.3% | 0.8x | $57.8B | 71.9 | +41% |
| STX | $847.20 | +0.1% | 1.0x | $192.3B | 61.0 | +33% |
| GEV | $953.83 | +0.1% | 0.6x | $254.0B | 27.3 | +30% |
| KLAC | $183.77 | -0.0% | 0.5x | $240.1B | 50.2 | +28% |
| VST | $139.81 | -0.2% | 0.7x | $46.9B | 23.6 | +56% |
| BE | $217.83 | -0.2% | 0.8x | $64.2B | 286.6 | +26% |
| CSCO | $112.15 | -0.2% | 0.6x | $442.0B | 33.7 | +23% |
| ABBNY | $98.75 | -0.2% | - | $178.9B | 36.3 | -6% |
| MU | $935.39 | -0.3% | 0.6x | $1.06T | 21.1 | +62% |
| GOOGL | $340.65 | -0.4% | 0.7x | $4.17T | 17.1 | +26% |
| HUBB | $470.28 | -0.5% | 0.8x | $24.9B | 28.0 | +20% |
| MOD | $186.31 | -0.5% | 0.8x | $9.9B | 70.0 | +66% |
| TLN | $304.58 | -0.6% | 0.8x | $14.6B | 9.9 | +51% |
| ANET | $201.09 | -0.6% | 0.6x | $253.6B | 63.6 | +20% |
| ASML | $1735.01 | -0.6% | 0.5x | $666.4B | 58.5 | +24% |
| FCX | $78.42 | -0.7% | 1.0x | $112.6B | 38.4 | -8% |
| ETN | $416.04 | -0.8% | 0.7x | $161.5B | 42.7 | +15% |
| META | $571.10 | -0.9% | 0.8x | $1.45T | 21.5 | +32% |
| AMD | $476.67 | -0.9% | 0.6x | $778.2B | 121.9 | +29% |
| WDC | $462.00 | -1.5% | 0.9x | $166.6B | 17.4 | +44% |
| MRVL | $241.45 | -1.5% | 0.9x | $217.0B | 82.7 | +12% |
| AMZN | $256.26 | -1.5% | 0.7x | $2.76T | 20.9 | +28% |
| GNRC | $197.29 | -4.5% | 2.3x | $11.6B | 47.4 | +44% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| SPCE | $3.00 | +3.8% | 0.1x | $454.8M | +19% |
| SPIR | $14.00 | +3.4% | 0.4x | $568.7M | +49% |
| ASTS | $61.44 | +2.6% | 0.4x | $23.9B | +28% |
| DXYZ | $35.40 | +2.5% | 0.3x | $1.1B | - |
| RKLB | $67.53 | +2.0% | 0.5x | $43.2B | +67% |
| BWXT | $155.85 | +1.8% | 1.1x | $14.3B | +50% |
| VSAT | $72.73 | +1.7% | 0.5x | $10.0B | +40% |
| KTOS | $53.69 | +1.4% | 0.5x | $10.1B | +97% |
| PSN | $49.28 | +1.3% | 0.4x | $5.3B | +20% |
| ARKX | $32.82 | +1.1% | 0.5x | - | - |
| IRDM | $47.64 | +0.9% | 0.2x | $5.0B | -12% |
| UFO | $44.84 | +0.7% | 0.2x | - | - |
| MNTS | $4.27 | +0.7% | 0.2x | $93.8M | +87% |
| LUNR | $16.18 | +0.4% | 0.4x | $2.6B | +81% |
| BKSY | $24.76 | +0.3% | 0.5x | $1.0B | +55% |
| GSAT | $82.05 | +0.3% | 0.7x | $10.6B | +10% |
| WWD | $346.34 | +0.1% | 0.5x | $20.4B | +30% |
| LMT | $565.89 | +0.0% | 0.7x | $130.6B | +12% |
| RTX | $212.08 | +0.0% | 0.7x | $285.8B | +11% |
| SATS | $0.00 | +0.0% | - | - | - |
| PL | $21.16 | +0.0% | 0.4x | $7.5B | +90% |
| RDW | $11.27 | +0.0% | 0.3x | $2.8B | +29% |
| XAR | $266.05 | -0.2% | 0.6x | - | - |
| LHX | $261.98 | -0.4% | 1.1x | $48.8B | +30% |
| HWM | $267.65 | -0.6% | 0.9x | $106.7B | +26% |
| DCO | $183.93 | -0.8% | 0.8x | $2.8B | +15% |
| NOC | $545.13 | -0.9% | 0.9x | $77.4B | +19% |
| BA | $209.89 | -1.0% | 0.8x | $165.8B | +31% |
| TDY | $626.50 | -1.1% | 0.8x | $29.0B | +21% |
| CW | $605.49 | -2.3% | 0.9x | $22.4B | +33% |
| HEI | $337.01 | -2.6% | 1.4x | $47.1B | +16% |
| GE | $342.73 | -3.3% | 1.2x | $355.6B | +18% |