Tuesday, September 01, 2026 - Generated 05:32 AM PT
Market color: Risk-off tone into the September open: Dow futures fell roughly 240 points as global bond yields climbed (Japanese yields hit their highest since 1996) and oil prices rose, pressuring equities. Apple's CEO transition to John Ternus and profit-taking across SpaceX IPO proxies added to the cautious pre-market tape.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| PANW | Palo Alto Networks, Inc. | After Close | $0.98 | $311.4B |
| DELL | Dell Technologies Inc. | After Close | $4.92 | $294.6B |
| MDT | Medtronic plc | Before Open | $1.39 | $116.0B |
| CRDO | Credo Technology Group Holding Ltd | After Close | $1.17 | $42.5B |
| MDB | MongoDB, Inc. | After Close | $1.61 | $36.5B |
| SWSDF | Swiss Life Holding AG | Not Specified | - | $31.9B |
| PGPHF | Partners Group Holding AG | Not Specified | - | $24.1B |
| SNLAY | Sino Land Company Limited | Not Specified | - | $13.1B |
| SNLAF | Sino Land Company Limited | Not Specified | - | $13.0B |
| BZLFY | Bunzl plc | Before Open | - | $12.1B |
| NIO | NIO Inc. | Before Open | $-0.14 | $10.6B |
| NIOIF | NIO Inc. | Not Specified | $0.04 | $10.4B |
| BZLFF | Bunzl plc | Not Specified | - | $8.9B |
| SBSW | Sibanye Stillwater Limited | Before Open | - | $8.6B |
| SBYSF | Sibanye Stillwater Limited | Not Specified | - | $8.6B |
| SRHGF | Shoprite Holdings Ltd | Not Specified | - | $8.0B |
| GTLB | GitLab Inc. | After Close | $0.18 | $7.9B |
| SSL | Sasol Limited | Before Open | - | $7.7B |
| AEDFF | Aedifica NV/SA | Not Specified | - | $6.9B |
| SASOF | Sasol Limited | Not Specified | - | $6.9B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| HWM | Howmet Aerospace | Space | $244.95 | -7.5% | 3.5x | Y |
| DXYZ | Destiny Tech100 | Space | $32.13 | -7.5% | 0.7x | Y |
| MNTS | Momentus | Space | $4.25 | +3.7% | 0.3x | Y |
| MU | Micron | AI | $958.73 | +2.8% | 0.5x | Y |
| DCO | Ducommun | Space | $171.42 | -2.8% | 1.4x | Y |
| BKSY | BlackSky | Space | $23.10 | -2.5% | 0.5x | Y |
| AMZN | Amazon | AI | $259.77 | -2.5% | 0.9x | Y |
| CW | Curtiss-Wright | Space | $582.53 | -2.3% | 2.1x | Y |
| MRVL | Marvell | AI | $211.66 | -2.3% | 0.6x | Y |
| LITE | Lumentum | AI | $914.76 | +2.2% | 0.6x | Y |
| BE | Bloom Energy | AI | $206.30 | -2.1% | 0.7x | Y |
| GOOGL | Alphabet | AI | $339.35 | -2.1% | 1.1x | Y |
| XAR | SPDR S&P Aerospace & Defense E | Space | $256.52 | -2.0% | 1.1x | Y |
| GE | GE Aerospace | Space | $335.71 | -2.0% | 1.1x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| HWM | Space | 9.43M | 2.71M | 3.5x | -7.5% |
| CW | Space | 660.3K | 308.7K | 2.1x | -2.3% |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/hut-8-stock-is-a-winner-in-a-new-deal-between-anthropic-and-nvidia-backed-lambda-122511171.html) - Hut 8 Rises on Anthropic's $35 Billion Lambda Deal — Nvidia would hold the lease on the Texas data center Hut 8 is developing [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/hut-8-rises-anthropics-35-121952506.html) - HPE vs Snowflake: Here’s Why the Dividend Play Beats the Growth Stock — HPE and Snowflake report earnings the same night, forcing a direct choice between two very different bets on enterprise tech. For retirement-focused investors, the gap between these two stocks runs mu [24/7 Wall St.](https://247wallst.com/investing/2026/09/01/hpe-vs-snowflake-heres-why-the-dividend-play-beats-the-growth-stock/)
[Quartz](https://qz.com/dow-futures-drop-bond-yields-oil-prices-090126) - What Is Cathie Wood Buying Now? Nvidia, SpaceX And Crypto Stocks Led ARK’s August Trades – While Cutting These Growth St — Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-nvidia-spacex-buys-roblox-sell-august/cZsoiDFRJMG) - Bull of the Day: Super Micro Computer (SMCI) — With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector. [Zacks](https://finance.yahoo.com/markets/stocks/articles/bull-day-super-micro-computer-080000228.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/01/custom-silicon-kings-when-to-choose-broadcom-and-when-to-choose-marvell-technology/) - What Is Cathie Wood Buying Now? Nvidia, SpaceX And Crypto Stocks Led ARK’s August Trades – While Cutting These Growth St — Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-nvidia-spacex-buys-roblox-sell-august/cZsoiDFRJMG) - Ten Stocks Are Now 38% of the S&P 500. These 3 ETFs Are the Escape Hatch — The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes. Three ETFs attack that problem from completely different angles, and the returns so fa [24/7 Wall St.](https://247wallst.com/investing/2026/09/01/ten-stocks-are-now-38-of-the-sp-500-these-3-etfs-are-the-escape-hatch/)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/01/custom-silicon-kings-when-to-choose-broadcom-and-when-to-choose-marvell-technology/) - Nvidia’s Latest ‘Circular’ Deal Might Be Its Most Confusing Yet — Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic. [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-anthropic-deal-6be908a3?siteid=yhoof2&yptr=yahoo) - Marvell’s (MRVL) Data Center Machine Keeps Rewriting Its Own Forecast — Marvell (NASDAQ:MRVL) just told Wall Street its AI growth story keeps getting bigger rather than settling down. On its second-quarter fiscal 2027 earnings call, held August 27, the chipmaker posted re [Insider Monkey](https://finance.yahoo.com/technology/articles/marvell-mrvl-data-center-machine-094301143.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/here-comes-the-ai-capex-shocker-goldman-sachs-says-171026577.html) - Oracle cutting 3,000 India jobs as Microsoft places 500 on PIPs — Both companies are restructuring their India workforces as the tech sector reallocates budgets toward newer areas [Quartz](https://qz.com/oracle-microsoft-india-layoffs-workforce-cuts-090126) - Tesla's AI Investments Pale In Comparison To Microsoft, Amazon, and Alphabet — Investments in OpenAI, Anthropic and SpaceX drove up earnings for Big Tech players like Amazon, Microsoft and Google-parent Alphabet. [Investor's Business ](https://www.investors.com/news/ai-alphabet-amazon-microsoft-openai-anthropic-tesla-spacex/?src=A00220&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/alphabet-stock-has-tanked-recently-because-of-a-brain-drain-102219947.html) - It's Tim Cook's final day as Apple CEO. Here's what investors need from John Ternus. — Apple (AAPL) CEO Tim Cook is officially passing the reins to incoming CEO John Ternus on Tuesday, Sept. 1. Morning Brief host Julie Hyman, Yahoo Finance Breaking Business News Reporter Jake Conley, an [Yahoo Finance Video](https://finance.yahoo.com/video/tim-cooks-final-day-apple-135615675.html) - Tesla's AI Investments Pale In Comparison To Microsoft, Amazon, and Alphabet — Investments in OpenAI, Anthropic and SpaceX drove up earnings for Big Tech players like Amazon, Microsoft and Google-parent Alphabet. [Investor's Business ](https://www.investors.com/news/ai-alphabet-amazon-microsoft-openai-anthropic-tesla-spacex/?src=A00220&yptr=yahoo)
[Yahoo Personal Finan](https://finance.yahoo.com/personal-finance/credit-cards/article/best-credit-cards-shopping-on-amazon-212142241.html) - Here comes the AI capex shocker, Goldman Sachs says — Big spending on AI is poised to continue well into 2027. [Yahoo Finance](https://finance.yahoo.com/markets/article/here-comes-the-ai-capex-shocker-goldman-sachs-says-171026577.html) - Amazon Major Investor Dumps Nearly $800,000 in Shares — Amazon Stake Cut Raises Eyebrows as AWS Growth Powers Another Strong Quarter [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amazon-major-investor-dumps-nearly-122312805.html)
[Quartz](https://qz.com/oracle-microsoft-india-layoffs-workforce-cuts-090126) - 3 Crypto Stocks To Watch With Up To 47% Revenue Growth — Central banks are talking tougher on inflation, and higher interest rates can keep pressure on traditional risk assets. At the same time, investor interest in digital assets and the technology behind [Simply Wall St.](https://finance.yahoo.com/markets/crypto/articles/3-crypto-stocks-watch-47-061540423.html) - Oracle Has $638 Billion of Contracted Backlog and a $430 Billion Stock — The database giant's contracted future revenue now exceeds the company's entire market value. That gap is a message from investors. [Motley Fool](https://www.fool.com/investing/2026/08/31/oracle-has-usd638-billion-of-contracted-backlog-and-a-usd430-billion-stock/)
[Barchart](https://www.barchart.com/story/news/4355448/corning-vs-applied-materials-one-stock-beat-the-other-by-75-percentage-points-the-better-ai-infrastructure-play-is-clear) - Billionaire David Tepper of Appaloosa Is Overweight AI Stocks -- but He Recently Dumped Every Share of the Hottest AI St — More than three-quarters of Appaloosa's $7.7 billion in invested assets are tied to industry-leading artificial intelligence (AI) stocks. [Motley Fool](https://www.fool.com/investing/2026/08/31/billionaire-david-tepper-overweight-ai-sell-sndk/) - Update: Market Chatter: SK Hynix Denies Report of Intel Foundry Partnership for HBM4E — (Updates with SK Hynix's response in the headline and in first and second paragraphs.) SK Hynix ( [MT Newswires](https://finance.yahoo.com/technology/articles/market-chatter-sk-hynix-denies-110516290.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $50.98 | $105.62 | +107.2% |
| PL | Space | $19.85 | $40.10 | +102.0% |
| LUNR | Space | $15.36 | $29.25 | +90.4% |
| MNTS | Space | $4.25 | $8.00 | +88.2% |
| RKLB | Space | $63.92 | $112.94 | +76.7% |
| MOD | AI | $178.43 | $310.29 | +73.9% |
| BKSY | Space | $23.10 | $38.42 | +66.3% |
| ORCL | AI | $149.12 | $244.12 | +63.7% |
| VST | AI | $137.37 | $217.42 | +58.3% |
| MU | AI | $958.73 | $1513.41 | +57.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| MU | $958.73 | +2.8% | 0.5x | $1.08T | 21.7 | +58% |
| LITE | $914.76 | +2.2% | 0.6x | $82.1B | 27.7 | +26% |
| NVDA | $220.78 | +1.5% | 0.9x | $5.33T | 27.9 | +46% |
| AMD | $470.72 | +1.1% | 0.5x | $768.4B | 120.4 | +30% |
| GNRC | $185.38 | +0.9% | 1.0x | $10.9B | 42.5 | +53% |
| VRT | $258.72 | +0.6% | 0.7x | $99.6B | 58.5 | +31% |
| SMCI | $37.28 | +0.5% | 0.4x | $24.1B | 11.4 | +14% |
| CSCO | $110.49 | +0.5% | 0.9x | $435.5B | 33.2 | +25% |
| MOD | $178.43 | +0.5% | 0.8x | $9.5B | 66.6 | +74% |
| AVGO | $370.34 | +0.4% | 0.8x | $1.76T | 61.7 | +42% |
| VST | $137.37 | +0.2% | 0.9x | $46.1B | 23.1 | +58% |
| ANET | $195.69 | +0.2% | 0.7x | $246.8B | 62.1 | +24% |
| ASML | $1696.01 | -0.0% | 0.7x | $651.4B | 57.1 | +26% |
| KLAC | $175.45 | -0.1% | 0.6x | $229.2B | 48.1 | +34% |
| TLN | $295.76 | -0.1% | 0.9x | $14.2B | 9.6 | +56% |
| LRCX | $301.49 | -0.1% | 0.6x | $377.3B | 52.3 | +23% |
| STX | $828.38 | -0.2% | 0.7x | $188.0B | 59.4 | +36% |
| ETN | $401.88 | -0.2% | 1.0x | $156.0B | 41.0 | +18% |
| SCCO | $208.87 | -0.4% | 1.1x | $176.4B | 31.3 | -19% |
| COHR | $277.83 | -0.5% | 0.8x | $54.4B | 67.3 | +50% |
| TSM | $415.32 | -0.5% | 0.5x | $2.15T | 30.8 | +34% |
| FLNC | $10.81 | -0.6% | 0.4x | $2.0B | 44.8 | +51% |
| AMAT | $458.39 | -0.7% | 0.6x | $363.8B | 39.5 | +40% |
| CEG | $274.77 | -0.7% | 0.8x | $97.4B | 26.8 | +27% |
| FCX | $75.74 | -0.9% | 0.9x | $108.8B | 37.1 | -5% |
| META | $572.34 | -1.0% | 0.7x | $1.46T | 21.6 | +32% |
| ABBNY | $97.45 | -1.0% | 0.1x | $176.6B | 35.8 | -5% |
| HUBB | $453.00 | -1.1% | 0.9x | $23.9B | 26.8 | +25% |
| ORCL | $149.12 | -1.1% | 0.5x | $429.5B | 25.6 | +64% |
| MSFT | $507.29 | -1.2% | 0.7x | $3.77T | 28.2 | +12% |
| GEV | $898.53 | -1.5% | 1.3x | $239.3B | 25.8 | +38% |
| POWL | $179.73 | -1.6% | 0.9x | $6.5B | 34.4 | +56% |
| WDC | $450.55 | -1.9% | 0.7x | $162.4B | 16.7 | +48% |
| GOOGL | $339.35 | -2.1% | 1.1x | $4.15T | 17.0 | +26% |
| BE | $206.30 | -2.1% | 0.7x | $60.8B | 271.4 | +33% |
| MRVL | $211.66 | -2.3% | 0.6x | $190.2B | 70.3 | +32% |
| AMZN | $259.77 | -2.5% | 0.9x | $2.80T | 20.9 | +26% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| MNTS | $4.25 | +3.7% | 0.3x | $93.3M | +88% |
| ASTS | $59.10 | +1.8% | 0.5x | $23.0B | +33% |
| LHX | $266.25 | +1.3% | 1.7x | $49.6B | +28% |
| IRDM | $46.98 | +0.8% | 0.4x | $5.0B | -11% |
| SPIR | $13.27 | +0.8% | 0.4x | $539.1M | +57% |
| ARKX | $32.38 | +0.1% | 0.2x | - | - |
| SATS | $0.00 | +0.0% | - | - | - |
| LUNR | $15.36 | -0.1% | 0.4x | $2.5B | +90% |
| VSAT | $67.27 | -0.1% | 0.5x | $9.3B | +51% |
| GSAT | $81.55 | -0.3% | 0.5x | $10.6B | +10% |
| BWXT | $152.29 | -0.4% | 1.0x | $14.0B | +52% |
| LMT | $561.23 | -0.5% | 0.8x | $129.5B | +13% |
| WWD | $339.82 | -0.6% | 0.9x | $20.1B | +32% |
| NOC | $539.70 | -0.6% | 0.8x | $76.7B | +20% |
| PL | $19.85 | -0.7% | 0.7x | $7.1B | +102% |
| SPCE | $2.92 | -0.7% | 0.2x | $442.7M | +22% |
| RKLB | $63.92 | -0.7% | 0.7x | $40.9B | +77% |
| PSN | $48.64 | -0.7% | 0.9x | $5.2B | +22% |
| UFO | $43.62 | -0.8% | 0.4x | - | - |
| BA | $207.78 | -1.0% | 0.9x | $164.1B | +32% |
| TDY | $612.95 | -1.4% | 0.9x | $28.4B | +24% |
| RDW | $10.70 | -1.6% | 0.4x | $2.7B | +36% |
| HEI | $331.15 | -1.6% | 1.3x | $46.3B | +19% |
| RTX | $207.73 | -1.9% | 0.8x | $280.0B | +13% |
| KTOS | $50.98 | -2.0% | 0.5x | $9.6B | +107% |
| GE | $335.71 | -2.0% | 1.1x | $348.3B | +21% |
| XAR | $256.52 | -2.0% | 1.1x | - | - |
| CW | $582.53 | -2.3% | 2.1x | $21.5B | +38% |
| BKSY | $23.10 | -2.5% | 0.5x | $945.4M | +66% |
| DCO | $171.42 | -2.8% | 1.4x | $2.6B | +24% |
| DXYZ | $32.13 | -7.5% | 0.7x | $978.9M | - |
| HWM | $244.95 | -7.5% | 3.5x | $97.7B | +38% |