Thursday, September 03, 2026 - Generated 05:32 AM PT
Market color: Futures wavered as investors weighed Middle East tensions and climbing oil prices ahead of Friday's labor report, while Broadcom's AI-chip earnings beat drew a cool reaction (shares fell >6%). Snowflake and Dell surged on strong results, and a Tesla Cybercab event looms tonight.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| CIEN | Ciena Corporation | Before Open | $1.73 | $50.1B |
| ZS | Zscaler, Inc. | After Close | $1.09 | $27.9B |
| IOT | Samsara Inc. | After Close | $0.16 | $21.4B |
| CVCCF | CVC Capital Partners plc | Not Specified | - | $18.4B |
| GWRE | Guidewire Software, Inc. | After Close | $0.94 | $16.0B |
| LULU | lululemon athletica inc. | After Close | $2.85 | $13.6B |
| IMPUF | Impala Platinum Holdings Limited | Not Specified | - | $13.0B |
| DOCU | DocuSign, Inc. | After Close | $1.09 | $12.5B |
| MGPUF | M&G plc | Not Specified | - | $11.2B |
| DCYHF | Discovery Limited | Not Specified | - | $10.4B |
| TTC | The Toro Company | Before Open | $1.31 | $9.4B |
| PATH | UiPath, Inc. | After Close | $0.15 | $9.3B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.3B |
| PL | Planet Labs PBC | After Close | $-0.02 | $7.1B |
| CPB | The Campbell's Company | Before Open | $0.39 | $7.1B |
| VSXY | Victoria's Secret & Co. | Before Open | $0.13 | $6.7B |
| DOO | BRP Inc. | Before Open | $-0.66 | $4.6B |
| BRC | Brady Corporation | Before Open | $1.47 | $4.2B |
| KEN | Kenon Holdings Ltd. | Before Open | - | $3.4B |
| ZGN | Ermenegildo Zegna N.V. | Before Open | - | $3.4B |
Tracked stocks reporting today: PL (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| ASTS | AST SpaceMobile | Space | $62.40 | +11.8% | 1.2x | Y |
| VSAT | Viasat | Space | $69.92 | +5.5% | 0.9x | Y |
| VST | Vistra | AI | $143.46 | +3.9% | 1.1x | Y |
| PL | Planet Labs | Space | $19.99 | +3.8% | 0.6x | Y |
| BWXT | BWX Technologies | Space | $155.67 | -3.6% | 0.9x | Y |
| DXYZ | Destiny Tech100 | Space | $32.70 | +3.5% | 0.3x | Y |
| CEG | Constellation Energy | AI | $290.04 | +3.5% | 0.9x | Y |
| NVDA | NVIDIA | AI | $224.41 | +3.2% | 1.1x | Y |
| MNTS | Momentus | Space | $4.20 | +3.2% | 0.2x | Y |
| KTOS | Kratos Defense | Space | $47.78 | -3.2% | 0.9x | Y |
| ORCL | Oracle | AI | $145.75 | +3.1% | 0.7x | Y |
| CW | Curtiss-Wright | Space | $561.53 | -2.8% | 1.2x | Y |
| TLN | Talen Energy | AI | $302.03 | +2.8% | 1.0x | Y |
| GEV | GE Vernova | AI | $921.94 | +2.6% | 1.0x | Y |
| META | Meta | AI | $592.85 | +2.5% | 0.9x | Y |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/broadcom-just-took-a-page-from-dell-and-nvidia-102718498.html) - AI has become a 'non-negotiable', Sam Altman says at G20 summit — Big Tech CEOs convened in North Carolina to speak at the G20 summit on Wednesday, laying out the virtues and benefits of AI to world leaders. Yahoo Finance Breaking Business News Reporter Jake Conley [Yahoo Finance Video](https://finance.yahoo.com/video/ai-become-non-negotiable-sam-194000759.html) - Dell's revenue guidance exceeded Wall Street forecasts and then some — Dell Technologies stock (DELL) is jumping Wednesday morning after the computer company blew past fiscal full-year guidance forecasts. Yahoo Finance Executive Editor Brian Sozzi breaks down the positiv [Yahoo Finance Video](https://finance.yahoo.com/video/dells-revenue-guidance-exceeded-wall-140000348.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/03/amd-is-quietly-eating-intels-lunch/) - Prediction: Nvidia Stock Will Outperform AMD Through 2028 — AMD's stock is quite pricey compared to Nvidia's. [Motley Fool](https://www.fool.com/investing/2026/09/03/prediction-nvidia-stock-will-outperform-amd-throug/) - 2 Growth Stocks to Stash and 1 Facing Headwinds — Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lo [StockStory](https://finance.yahoo.com/markets/stocks/articles/2-growth-stocks-stash-1-003623659.html)
[Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-thursday-september-3-dow-sp-500-nasdaq-futures-081525933.html) - Broadcom's Q3 earnings beat just isn't 'enough' to keep investors happy — Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print. [Yahoo Finance Video](https://finance.yahoo.com/video/broadcoms-q3-earnings-beat-just-204909744.html) - Broadcom's price sinks over 6% after releasing Q3 earnings — Market Domination Overtime host Josh Lipton reports that Broadcom's (AVGO) price fell more than 6% after the company released its earnings report as CEO Hock Tan tried to reassure investors. [Yahoo Finance Video](https://finance.yahoo.com/video/broadcoms-price-sinks-over-6-after-releasing-q3-earnings-204118312.html)
[BeInCrypto](https://beincrypto.com/jim-cramer-snowflake-huge-move-broadcom/) - Broadcom’s Outlook Shows Surging AI Chip Sales — Broadcom, a key beneficiary of AI data center investment, grew its revenue by 86% in the latest quarter. [Barrons.com](https://www.barrons.com/articles/broadcom-earnings-todya-stock-price-13672771?siteid=yhoof2&yptr=yahoo) - The Real Price of Marvell Stock's Growth — If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet t [Trefis](https://www.trefis.com/articles/613957/the-real-price-of-marvell-stocks-growth/2026-09-02)
[Yahoo Finance Video](https://finance.yahoo.com/video/steve-ballmer-banned-clippers-fined-211000131.html) - AMD is Quietly Eating Intel’s Lunch — AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap b [24/7 Wall St.](https://247wallst.com/investing/2026/09/03/amd-is-quietly-eating-intels-lunch/) - Microsoft Follows Amazon and Alphabet on Cloud Disclosure — AWS revenue has been disclosed since 2015, Google Cloud since 2020 [GuruFocus.com](https://finance.yahoo.com/technology/articles/microsoft-follows-amazon-alphabet-cloud-121419940.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/teslas-cybercab-event-is-tonight-heres-what-the-industry--and-wall-street--expects-110000729.html) - Broadcom's Q3 earnings beat just isn't 'enough' to keep investors happy — Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print. [Yahoo Finance Video](https://finance.yahoo.com/video/broadcoms-q3-earnings-beat-just-204909744.html) - Microsoft Follows Amazon and Alphabet on Cloud Disclosure — AWS revenue has been disclosed since 2015, Google Cloud since 2020 [GuruFocus.com](https://finance.yahoo.com/technology/articles/microsoft-follows-amazon-alphabet-cloud-121419940.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/teslas-cybercab-event-is-tonight-heres-what-the-industry--and-wall-street--expects-110000729.html) - How Amazon is transforming your Whole Foods run: CEO — Yahoo Finance Executive Editor Brian Sozzi sits down with Whole Foods Market CEO Jason Buechel to discuss how Amazon's latest tech is reshaping the grocery giant. [Yahoo Finance Video](https://finance.yahoo.com/video/amazon-transforming-whole-foods-run-100000050.html) - Microsoft Follows Amazon and Alphabet on Cloud Disclosure — AWS revenue has been disclosed since 2015, Google Cloud since 2020 [GuruFocus.com](https://finance.yahoo.com/technology/articles/microsoft-follows-amazon-alphabet-cloud-121419940.html)
[Investor's Business ](https://www.investors.com/news/technology/hpe-stock-hpe-earnings-news-july26/?src=A00220&yptr=yahoo) - HPE Raises 2026 and 2027 Guidance, Expands Oracle Networking Agreement — Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded [InvestorsHub](https://investorshub.advfn.com/market-news/article/35558/hpe-raises-2026-and-2027-guidance-expands-oracle-networking-agreement) - Buy, Borrow, Die. How Larry Ellison Can Borrow Against Oracle Stock Instead of Selling It — Larry Ellison holds tens of billions in Oracle stock and reportedly avoids triggering a capital-gains bill by never selling. The legal mechanism behind that move scales down to ordinary brokerage acco [24/7 Wall St.](https://247wallst.com/personal-finance/2026/09/03/buy-borrow-die-how-larry-ellison-can-borrow-against-oracle-stock-instead-of-selling-it/)
[Motley Fool](https://www.fool.com/investing/2026/09/03/one-massive-fund-just-bought-taiwan-semiconductor/) - Why is Taiwan hiding the backers of its $20B US pledge? — A government estimate reveals fresh investment plans from unnamed Taiwanese firms, stacked on top of TSMC’s already massive US commitment. [TheStreet](https://www.thestreet.com/latest-news/taiwan-20-billion-us-chip-investment) - Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter — Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while inc [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/billionaire-david-tepper-cut-micron-220154130.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.78 | $105.62 | +121.1% |
| LUNR | Space | $14.86 | $29.50 | +98.5% |
| PL | Space | $19.99 | $38.73 | +93.7% |
| MNTS | Space | $4.20 | $8.00 | +90.5% |
| BKSY | Space | $21.76 | $38.42 | +76.6% |
| RKLB | Space | $63.10 | $111.00 | +75.9% |
| SPIR | Space | $11.91 | $20.88 | +75.3% |
| MOD | AI | $179.51 | $310.29 | +72.9% |
| ORCL | AI | $145.75 | $241.97 | +66.0% |
| POWL | AI | $170.51 | $280.00 | +64.2% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| VST | $143.46 | +3.9% | 1.1x | $48.2B | 23.3 | +52% |
| CEG | $290.04 | +3.5% | 0.9x | $102.8B | 28.3 | +20% |
| NVDA | $224.41 | +3.2% | 1.1x | $5.42T | 28.4 | +45% |
| ORCL | $145.75 | +3.1% | 0.7x | $419.8B | 25.0 | +66% |
| TLN | $302.03 | +2.8% | 1.0x | $14.5B | 9.8 | +52% |
| GEV | $921.94 | +2.6% | 1.0x | $245.5B | 25.8 | +34% |
| META | $592.85 | +2.5% | 0.9x | $1.51T | 22.3 | +27% |
| MU | $956.08 | +2.4% | 0.5x | $1.08T | 21.1 | +58% |
| FCX | $73.93 | +2.0% | 0.8x | $106.2B | 35.5 | -2% |
| BE | $217.28 | +1.7% | 0.6x | $64.0B | 278.6 | +27% |
| HUBB | $450.08 | +1.5% | 0.8x | $23.8B | 26.2 | +26% |
| FLNC | $10.56 | +1.3% | 0.6x | $2.0B | 43.7 | +55% |
| SCCO | $204.26 | +1.3% | 0.6x | $172.5B | 30.2 | -17% |
| ASML | $1682.30 | +1.0% | 0.5x | $646.2B | 56.5 | +28% |
| KLAC | $172.26 | +0.8% | 0.5x | $225.1B | 46.7 | +36% |
| SMCI | $37.00 | +0.8% | 0.6x | $23.9B | 11.3 | +14% |
| GOOGL | $337.12 | +0.6% | 0.7x | $4.12T | 16.8 | +27% |
| TSM | $415.50 | +0.4% | 0.5x | $2.15T | 30.7 | +33% |
| VRT | $256.70 | +0.3% | 0.5x | $98.8B | 58.1 | +32% |
| LITE | $870.58 | +0.2% | 0.6x | $78.1B | 26.1 | +32% |
| ETN | $390.85 | +0.0% | 0.7x | $151.8B | 39.8 | +22% |
| AMZN | $254.98 | +0.0% | 0.5x | $2.75T | 20.5 | +29% |
| CSCO | $109.45 | -0.3% | 0.5x | $431.4B | 33.0 | +26% |
| WDC | $448.90 | -0.3% | 0.5x | $161.8B | 16.7 | +48% |
| ABBNY | $95.15 | -0.3% | 0.1x | $172.4B | 35.0 | -3% |
| GNRC | $180.76 | -0.4% | 0.7x | $10.7B | 41.5 | +57% |
| AMD | $457.06 | -0.6% | 0.4x | $746.1B | 116.3 | +34% |
| LRCX | $288.32 | -0.6% | 0.4x | $360.8B | 50.0 | +29% |
| AVGO | $367.24 | -0.7% | 1.2x | $1.75T | 61.3 | +43% |
| AMAT | $438.46 | -0.8% | 0.7x | $348.0B | 38.2 | +46% |
| MOD | $179.51 | -0.8% | 0.7x | $9.5B | 67.2 | +73% |
| MSFT | $496.82 | -0.8% | 0.4x | $3.69T | 27.7 | +15% |
| POWL | $170.51 | -0.9% | 0.8x | $6.2B | 32.9 | +64% |
| STX | $808.54 | -1.0% | 0.6x | $183.5B | 58.1 | +39% |
| COHR | $268.64 | -1.2% | 0.7x | $52.6B | 66.2 | +55% |
| ANET | $186.10 | -1.7% | 0.6x | $234.7B | 59.8 | +30% |
| MRVL | $206.48 | -1.9% | 0.4x | $185.6B | 68.6 | +38% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| ASTS | $62.40 | +11.8% | 1.2x | $24.3B | +28% |
| VSAT | $69.92 | +5.5% | 0.9x | $9.6B | +49% |
| PL | $19.99 | +3.8% | 0.6x | $7.1B | +94% |
| DXYZ | $32.70 | +3.5% | 0.3x | $996.2M | - |
| MNTS | $4.20 | +3.2% | 0.2x | $92.2M | +90% |
| BA | $208.87 | +1.6% | 1.1x | $165.0B | +31% |
| BKSY | $21.76 | +1.4% | 0.4x | $890.5M | +77% |
| SPCE | $2.95 | +1.4% | 0.3x | $447.2M | +21% |
| LUNR | $14.86 | +1.0% | 0.4x | $2.4B | +98% |
| UFO | $43.14 | +0.9% | 0.3x | - | - |
| RKLB | $63.10 | +0.9% | 0.8x | $40.3B | +76% |
| RDW | $10.33 | +0.7% | 0.4x | $2.6B | +42% |
| IRDM | $46.97 | +0.5% | 0.2x | $5.0B | -11% |
| GSAT | $81.46 | +0.1% | 0.3x | $10.6B | +10% |
| ARKX | $31.85 | +0.1% | 0.3x | - | - |
| SATS | $0.00 | +0.0% | - | - | - |
| WWD | $335.52 | -0.3% | 0.7x | $19.8B | +34% |
| GE | $329.50 | -0.5% | 0.6x | $341.9B | +23% |
| TDY | $606.36 | -0.7% | 0.6x | $28.1B | +25% |
| HEI | $322.90 | -0.7% | 0.9x | $45.1B | +23% |
| XAR | $250.21 | -0.7% | 1.1x | - | - |
| HWM | $252.96 | -0.8% | 1.3x | $100.9B | +33% |
| LHX | $261.31 | -0.9% | 0.9x | $48.7B | +32% |
| SPIR | $11.91 | -0.9% | 0.9x | $483.8M | +75% |
| NOC | $523.82 | -1.7% | 0.8x | $74.4B | +24% |
| DCO | $165.60 | -1.9% | 0.8x | $2.5B | +28% |
| RTX | $200.78 | -2.1% | 0.9x | $270.6B | +17% |
| PSN | $45.37 | -2.2% | 1.0x | $4.8B | +31% |
| LMT | $531.55 | -2.4% | 1.0x | $122.7B | +19% |
| CW | $561.53 | -2.8% | 1.2x | $20.7B | +40% |
| KTOS | $47.78 | -3.2% | 0.9x | $9.0B | +121% |
| BWXT | $155.67 | -3.6% | 0.9x | $14.3B | +49% |