Wednesday, September 02, 2026 - Generated 05:33 AM PT
Market color: A risk-off tape dominated the overnight and pre-market session: rising global bond yields (the 10-year Treasury hit its highest since January 2025), surging crude on Middle East tensions, and revived Fed rate-hike speculation weighed on tech and AI-infrastructure names. A handful of nuclear-power and defense names bucked the selloff, while Broadcom reports earnings after the close.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | After Close | $3.24 | $1.76T |
| SNOW | Snowflake Inc. | After Close | $0.45 | $110.8B |
| HPE | Hewlett Packard Enterprise Company | After Close | $0.93 | $67.4B |
| NTAP | NetApp, Inc. | After Close | $2.12 | $35.9B |
| FIVE | Five Below, Inc. | After Close | $0.63 | $13.6B |
| BF-A | Brown-Forman Corporation | Before Open | - | $12.4B |
| BF-B | Brown-Forman Corporation | Before Open | $0.37 | $12.1B |
| SFNXF | Sofina Société Anonyme | Not Specified | - | $10.5B |
| OTGLF | CD Projekt Red S.A. | Not Specified | $0.8 | $6.3B |
| NTSK | Netskope, Inc. | After Close | $-0.07 | $5.7B |
| AGX | Argan, Inc. | After Close | $2.66 | $5.7B |
| ATOGF | AUTO1 Group SE | Not Specified | - | $5.3B |
| OLLI | Ollie's Bargain Outlet Holdings, In | Before Open | $0.93 | $4.4B |
| APNHF | Aspen Pharmacare Holdings Limited | Not Specified | - | $4.0B |
| PVH | PVH Corp. | After Close | $2.0 | $3.4B |
| WLWHY | Woolworths Holdings Limited | Not Specified | - | $2.6B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| BELGF | Bellevue Gold Limited | Not Specified | - | $1.8B |
| CXM | Sprinklr, Inc. | Before Open | $0.1 | $1.8B |
| AI | C3.ai, Inc. | After Close | $-0.26 | $1.7B |
Tracked stocks reporting today: AVGO (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| SPIR | Spire Global | Space | $12.02 | -9.4% | 0.9x | Y |
| BKSY | BlackSky | Space | $21.45 | -7.1% | 0.6x | Y |
| BWXT | BWX Technologies | Space | $161.54 | +6.1% | 1.9x | Y |
| ASTS | AST SpaceMobile | Space | $55.80 | -5.6% | 0.5x | Y |
| ORCL | Oracle | AI | $141.32 | -5.2% | 0.8x | Y |
| LITE | Lumentum | AI | $868.95 | -5.0% | 0.8x | Y |
| PSN | Parsons | Space | $46.37 | -4.7% | 0.9x | Y |
| FCX | Freeport-McMoRan | AI | $72.47 | -4.3% | 0.9x | Y |
| MNTS | Momentus | Space | $4.07 | -4.2% | 0.2x | Y |
| POWL | Powell Industries | AI | $172.14 | -4.2% | 1.0x | Y |
| LUNR | Intuitive Machines | Space | $14.72 | -4.2% | 0.4x | Y |
| RDW | Redwire | Space | $10.26 | -4.1% | 0.3x | Y |
| HWM | Howmet Aerospace | Space | $254.89 | +4.1% | 1.9x | Y |
| LRCX | Lam Research | AI | $290.20 | -3.7% | 0.7x | Y |
| AMAT | Applied Materials | AI | $441.85 | -3.6% | 0.8x | Y |
[Yahoo Finance](https://finance.yahoo.com/technology/article/nvidia-didnt-like-wall-streets-estimates-so-it-tried-to-reset-them-122218541.html) - Two deals, one Nvidia strategy: What's behind the chip giant's recent partnerships — Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Nvidia's (NVDA) two newest deals: one with Taiwanese AI chip designer Mediatek (2454.TW), and one with Anthropic (ANTH.PVT) an [Yahoo Finance Video](https://finance.yahoo.com/video/two-deals-one-nvidia-strategy-193213308.html) - Stocks slip as 10-year Treasury yield hits highest level since January 2025: AlphaCheck — Stocks slipped in early trading on Tuesday as long-dated bond yields rose and speculation of a rate hike this year grew. [Yahoo Finance](https://finance.yahoo.com/markets/article/stocks-slip-as-10-year-treasury-yield-hits-highest-level-since-january-2025-alphacheck-134150677.html)
[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/tiger-global-cut-alphabet-45-110107456.html) - Credo Technology Group Q1 Earnings Call Highlights — Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity p [MarketBeat](https://www.marketbeat.com/instant-alerts/transcript-credo-technology-group-q1-earnings-call-highlights-2026-09-01/?utm_source=yahoofinance&utm_medium=yahoofinance) - Stock Market Today, Sept. 1: Intel Falls on Chip Stock Pressure — On Sept. 1, 2026, higher Treasury yields weighed on Intel and peers, keeping focus on whether AI demand can offset valuation headwinds. [Motley Fool](https://www.fool.com/coverage/stock-market-today/2026/09/01/stock-market-today-sept-1-intel-falls-on-chip-stock-pressure/)
[Yahoo Finance Video](https://finance.yahoo.com/video/watch-broadcom-snowflake-earnings-adp-120000424.html) - US Equity Futures Slightly Lower Pre-Bell as Global Bond Yields Continue Rising — US equity futures were mostly lower pre-bell Wednesday as traders observed global bond yields contin [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-slightly-lower-120128741.html) - Stocks Fall Pre-Bell Amid Rising Middle East Tensions, Bond Yields — The main US stock measures were trending lower in Wednesday's premarket activity amid escalating ten [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/stocks-fall-pre-bell-amid-114906389.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-makes-its-biggest-investment-abroad-with-mediatek-why-its-a-uniquely-important-deal-150520120.html) - Marvell Beat and Raised Guidance. Why Its Google Deal Still Spooked Investors — A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost fr [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/marvell-beat-raised-guidance-why-102009844.html) - Broadcom’s AI Success Story Gets Complicated — Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next [The Wall Street Jour](https://www.wsj.com/tech/ai/broadcoms-ai-success-story-gets-complicated-e54a798f?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-makes-its-biggest-investment-abroad-with-mediatek-why-its-a-uniquely-important-deal-150520120.html) - Billionaire Bill Gates Has 60% of His Foundation's $33 Billion Portfolio Invested in 3 Fantastic Stocks — The Gates Foundation's top holdings are slow-and-steady growers with wide moats. [Motley Fool](https://www.fool.com/investing/2026/09/02/billionaire-bill-gates-foundations-stocks/) - GitLab Stock Soars 21% After Earnings. It’s Still Not a Buy, Analyst Says. — Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months. [Barrons.com](https://www.barrons.com/articles/gitlab-earnings-stock-price-analyst-buy-39e523b4?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/willing-pay-2-000-iphone-203311978.html) - Reddit’s Next AI Catalyst Isn’t User Growth — It’s What Alphabet’s Google and OpenAI Do Next — Reddit (NYSE: RDDT)’s data licensing deals with Alphabet Inc. (NASDAQ:GOOGL)’s Google and OpenAI are set to expire next year, and Wall Street simply can’t decide whether these deals are a windfall or [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/reddit-next-ai-catalyst-isn-121429089.html) - Alphabet Stock Rises as Google Nears Launch of Gemini 3.8 Flash — Alphabet Shares Climb as Google Prepares New AI Model to Challenge Anthropic [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/alphabet-stock-rises-google-nears-121259041.html)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/amazon-stock-just-entered-the-danger-zone-104050035.html) - Nvidia’s $14 Billion Hugging Face Deal Looms But Does It Make Sense? — Nvidia is reportedly nearing a deal to buy AI platform Hugging Face for about $14 billion. It could be a long-term boost for the stock. [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-hugging-face-bid-93d524fe?siteid=yhoof2&yptr=yahoo) - AI Is Turbocharging Romance Scams and Draining Retirement Savings — Artificial intelligence is making it easier to be an online swindler. Everyone is at risk, particularly the elderly. [Barrons.com](https://www.barrons.com/articles/ai-powered-scams-retirees-savings-elder-fraud-6f440c54?siteid=yhoof2&yptr=yahoo)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/michael-burry-ai-short-bets-120839277.html) - ORCL Stock Could Be Near A Turning Point, Says Jefferies As ‘Peak-Negative’ Investor Sentiment Sets In — Oracle stock was heading for a fourth consecutive decline Wednesday after losing more than 7% over the previous three sessions. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/orcl-stock-turning-point-jefferies-peak-negative-sentiment/cZsAnWFRJuZ) - CPI FIM (BDL:ORCL), What Is Behind The Fresh Attention? — CPI FIM half year earnings snapshot CPI FIM (BDL:ORCL) released half year 2026 results on 31 August, giving investors fresh detail on sales, revenue and profits at the Luxembourg based real estate inv [Simply Wall St.](https://finance.yahoo.com/real-estate/articles/cpi-fim-bdl-orcl-behind-061123372.html)
[24/7 Wall St.](https://247wallst.com/investing/etf/2026/09/02/the-firm-that-filed-a-bet-against-taiwan-semiconductor-then-launched-a-foundry-fund-five-days-later/) - Taiwan says its companies plan to invest another $20 billion in US — TAIPEI, Sept 2 () - Taiwanese companies are planning another $20 billion of investments in the U. driven by demand for AI applications, the island's ‌economy minister said on Wednesday without giving [Reuters](https://finance.yahoo.com/technology/ai/articles/taiwan-says-companies-plan-invest-042027847.html) - Billionaire David Tepper just dumped a red-hot AI stock — Tepper just abandoned one AI winner for another [TheStreet](https://www.thestreet.com/investing/billionaire-david-tepper-just-dumped-a-red-hot-ai-stock)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $49.34 | $105.62 | +114.1% |
| PL | Space | $19.26 | $40.10 | +108.2% |
| LUNR | Space | $14.72 | $29.25 | +98.7% |
| MNTS | Space | $4.07 | $8.00 | +96.6% |
| RKLB | Space | $62.54 | $112.94 | +80.6% |
| BKSY | Space | $21.45 | $38.42 | +79.1% |
| SPIR | Space | $12.02 | $20.88 | +73.7% |
| MOD | AI | $180.91 | $310.29 | +71.5% |
| ORCL | AI | $141.32 | $241.97 | +71.2% |
| POWL | AI | $172.14 | $280.00 | +62.7% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| BE | $213.63 | +3.6% | 0.7x | $62.9B | 277.4 | +29% |
| CEG | $280.31 | +2.0% | 0.8x | $99.3B | 27.4 | +24% |
| MOD | $180.91 | +1.4% | 0.7x | $9.6B | 67.5 | +72% |
| META | $578.54 | +1.1% | 0.8x | $1.47T | 21.8 | +30% |
| VST | $138.08 | +0.5% | 1.0x | $46.3B | 23.3 | +58% |
| GEV | $898.53 | +0.0% | 0.8x | $239.3B | 25.8 | +38% |
| WDC | $450.44 | -0.0% | 0.6x | $162.4B | 16.7 | +48% |
| AVGO | $369.68 | -0.2% | 0.7x | $1.76T | 61.3 | +42% |
| TSM | $414.00 | -0.3% | 0.6x | $2.15T | 30.7 | +33% |
| MRVL | $210.39 | -0.6% | 0.6x | $189.1B | 69.4 | +33% |
| CSCO | $109.74 | -0.7% | 0.6x | $432.5B | 33.0 | +26% |
| TLN | $293.73 | -0.7% | 1.1x | $14.1B | 9.5 | +57% |
| VRT | $255.97 | -1.1% | 0.7x | $98.5B | 58.4 | +32% |
| MSFT | $501.02 | -1.2% | 0.5x | $3.72T | 27.9 | +14% |
| GOOGL | $335.02 | -1.3% | 0.7x | $4.10T | 16.8 | +28% |
| NVDA | $217.44 | -1.4% | 0.8x | $5.25T | 27.5 | +50% |
| STX | $816.64 | -1.4% | 0.5x | $185.4B | 58.8 | +38% |
| SMCI | $36.71 | -1.5% | 0.5x | $23.7B | 11.3 | +15% |
| ASML | $1665.14 | -1.8% | 0.5x | $639.6B | 56.5 | +29% |
| AMZN | $254.92 | -1.9% | 0.6x | $2.75T | 20.5 | +28% |
| ABBNY | $95.48 | -2.0% | 0.1x | $173.0B | 35.1 | -3% |
| COHR | $272.03 | -2.1% | 0.9x | $53.3B | 66.2 | +53% |
| GNRC | $181.42 | -2.1% | 0.9x | $10.7B | 41.7 | +56% |
| HUBB | $443.31 | -2.1% | 0.7x | $23.4B | 26.2 | +27% |
| AMD | $459.61 | -2.4% | 0.6x | $750.3B | 120.6 | +34% |
| KLAC | $170.89 | -2.6% | 0.8x | $223.3B | 46.7 | +37% |
| MU | $933.44 | -2.6% | 0.6x | $1.05T | 21.1 | +62% |
| ETN | $390.71 | -2.8% | 0.9x | $151.7B | 39.8 | +22% |
| ANET | $189.26 | -3.3% | 0.6x | $238.7B | 59.9 | +28% |
| SCCO | $201.61 | -3.5% | 0.8x | $170.2B | 30.2 | -16% |
| FLNC | $10.42 | -3.6% | 0.5x | $1.9B | 43.1 | +57% |
| AMAT | $441.85 | -3.6% | 0.8x | $350.7B | 38.2 | +45% |
| LRCX | $290.20 | -3.7% | 0.7x | $363.1B | 50.5 | +28% |
| POWL | $172.14 | -4.2% | 1.0x | $6.3B | 32.9 | +63% |
| FCX | $72.47 | -4.3% | 0.9x | $104.1B | 35.5 | -1% |
| LITE | $868.95 | -5.0% | 0.8x | $77.9B | 26.1 | +32% |
| ORCL | $141.32 | -5.2% | 0.8x | $407.1B | 24.2 | +71% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| BWXT | $161.54 | +6.1% | 1.9x | $14.8B | +44% |
| HWM | $254.89 | +4.1% | 1.9x | $101.7B | +32% |
| SATS | $0.00 | +0.0% | - | - | - |
| GSAT | $81.37 | -0.2% | 0.7x | $10.5B | +11% |
| SPCE | $2.91 | -0.3% | 0.3x | $441.1M | +22% |
| TDY | $610.51 | -0.4% | 0.6x | $28.3B | +24% |
| IRDM | $46.72 | -0.6% | 0.3x | $5.0B | -10% |
| CW | $577.99 | -0.8% | 1.1x | $21.3B | +40% |
| WWD | $336.58 | -1.0% | 0.9x | $19.9B | +34% |
| LHX | $263.56 | -1.0% | 0.9x | $49.1B | +29% |
| BA | $205.66 | -1.0% | 0.9x | $162.4B | +34% |
| RTX | $205.16 | -1.2% | 0.6x | $276.5B | +14% |
| NOC | $532.91 | -1.3% | 0.5x | $75.7B | +21% |
| GE | $331.09 | -1.4% | 0.7x | $343.5B | +22% |
| VSAT | $66.28 | -1.5% | 0.5x | $9.1B | +53% |
| DCO | $168.75 | -1.6% | 0.7x | $2.5B | +26% |
| DXYZ | $31.60 | -1.6% | 0.5x | $962.7M | - |
| ARKX | $31.83 | -1.7% | 0.4x | - | - |
| XAR | $252.04 | -1.7% | 1.6x | - | - |
| HEI | $325.15 | -1.8% | 0.7x | $45.4B | +22% |
| UFO | $42.75 | -2.0% | 0.3x | - | - |
| RKLB | $62.54 | -2.2% | 0.6x | $40.0B | +81% |
| LMT | $544.50 | -2.4% | 0.9x | $125.7B | +16% |
| PL | $19.26 | -3.0% | 0.7x | $6.9B | +108% |
| KTOS | $49.34 | -3.2% | 0.8x | $9.3B | +114% |
| RDW | $10.26 | -4.1% | 0.3x | $2.6B | +42% |
| LUNR | $14.72 | -4.2% | 0.4x | $2.4B | +99% |
| MNTS | $4.07 | -4.2% | 0.2x | $89.4M | +97% |
| PSN | $46.37 | -4.7% | 0.9x | $5.0B | +28% |
| ASTS | $55.80 | -5.6% | 0.5x | $21.7B | +41% |
| BKSY | $21.45 | -7.1% | 0.6x | $877.8M | +79% |
| SPIR | $12.02 | -9.4% | 0.9x | $488.3M | +74% |