Friday, September 04, 2026 - Generated 05:33 AM PT
Market color: AI and tech names firmed pre-market as Treasury yields slipped ahead of Friday's jobs report, with Nvidia's $12.9B Hugging Face acquisition leading the AI complex higher and Broadcom's 2028 AI revenue outlook in focus. Space stocks were mixed, with Planet Labs selling off sharply after earnings.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| AFBOF | African Rainbow Minerals Limited | Not Specified | - | $2.0B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| BELGF | Bellevue Gold Limited | Not Specified | - | $1.8B |
| IRS | IRSA Inversiones y Representaciones | Not Specified | - | $1.3B |
| ITMPF | ITM Power Plc | Not Specified | - | $952.5M |
| PRTCY | PureTech Health plc | Before Open | - | $402.9M |
| PTCHF | PureTech Health plc | Not Specified | - | $380.9M |
| WALD | Waldencast plc | Before Open | - | $175.7M |
| ZENA | ZenaTech, Inc. | Before Open | $-0.22 | $151.1M |
| HURC | Hurco Companies, Inc. | Before Open | - | $147.7M |
| VIRC | Virco Mfg. Corporation | Before Open | $0.07 | $95.2M |
| PLCE | The Children's Place, Inc. | After Close | $-0.1 | $62.7M |
| CLGN | CollPlant Biotechnologies Ltd. | Before Open | $-2.4 | $6.5M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| BE | Bloom Energy | AI | $235.55 | +8.4% | 1.1x | Y |
| PL | Planet Labs | Space | $18.35 | -8.2% | 3.0x | Y |
| ORCL | Oracle | AI | $154.04 | +5.7% | 0.8x | Y |
| BKSY | BlackSky | Space | $20.63 | -5.2% | 1.0x | Y |
| VRT | Vertiv | AI | $268.83 | +4.7% | 0.7x | Y |
| MOD | Modine | AI | $186.63 | +4.0% | 0.8x | Y |
| FLNC | Fluence Energy | AI | $10.20 | -3.4% | 1.0x | Y |
| META | Meta | AI | $610.68 | +3.0% | 1.1x | Y |
| HWM | Howmet Aerospace | Space | $260.49 | +3.0% | 1.2x | Y |
| BWXT | BWX Technologies | Space | $160.25 | +2.9% | 1.2x | Y |
| ANET | Arista | AI | $191.44 | +2.9% | 0.6x | Y |
| AVGO | Broadcom | AI | $357.16 | -2.7% | 2.4x | Y |
| POWL | Powell Industries | AI | $175.16 | +2.7% | 0.8x | Y |
| MSFT | Microsoft | AI | $510.12 | +2.7% | 0.7x | Y |
| LITE | Lumentum | AI | $847.37 | -2.7% | 0.7x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| PL | Space | 31.50M | 10.45M | 3.0x | -8.2% |
| AVGO | AI | 60.12M | 24.87M | 2.4x | -2.7% |
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-apple-ceo-steps-down-nvidia-mag-7-145623375.html) - Nvidia's Jensen Huang is 'playing both sides' of AI with Hugging Face purchase — Nvidia (NVDA) is buying AI platform Hugging Face for $12.9 billion in a move that could extend Nvidia's reach in the AI ecosystem beyond being just a chip supplier. Futurum CEO Daniel Newman reacts to [Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-jensen-huang-playing-both-203620881.html) - Broadcom's 2028 AI revenue outlook is what's really 'important' — Broadcom (AVGO) reported quarterly earnings on Wednesday that only modestly beat Wall Street's expectations. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on [Yahoo Finance Video](https://finance.yahoo.com/video/broadcoms-2028-ai-revenue-outlook-160000306.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/04/if-you-recognize-what-this-number-means-then-you-are-likely-an-nvidia-bull/) - AMD Unveils Ryzen AI Halo, Pushing Personal AI Beyond the Cloud — Advanced Micro Devices (NASDAQ:AMD) used its IFA 2026 presentation in Berlin to outline its vision for “personal AI,” introducing new high-memory Ryzen AI systems, a workstation concept and collaborat [MarketBeat](https://www.marketbeat.com/instant-alerts/event-amd-unveils-ryzen-ai-halo-pushing-personal-ai-beyond-the-cloud-2026-09-04/?utm_source=yahoofinance&utm_medium=yahoofinance) - Nvidia Just Delivered a Massive Warning to AMD and Intel Stock Investors — Nvidia's server CPU business is going to multiply over the next couple of years. [Motley Fool](https://www.fool.com/investing/2026/09/03/nvidia-just-delivered-a-massive-warning-to-amd-and-intel-stock-investors/)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-jensen-huang-playing-both-203620881.html) - Stocks edge up as Nvidia leads tech higher following Hugging Face deal announcement: AlphaCheck — Stocks edged higher as Treasury yields slipped ahead of Friday's jobs report. [Yahoo Finance](https://finance.yahoo.com/markets/article/stocks-edge-up-as-nvidia-leads-tech-higher-following-hugging-face-deal-announcement-alphacheck-140448366.html) - AI Chips Update - AI Circuit Breaker Revolutionizes Security In Autonomous Systems — Recent developments in AI chip technology have been highlighted by Capsule Security's introduction of an "AI circuit breaker," which is designed to stop rogue AI agents in real-time. By fine-tuning th [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-ai-circuit-breaker-113720314.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-latest-deal-continues-target-143717372.html) - Is Marvell Technology a Millionaire-Maker Stock? — The chipmaker has a powerful AI growth story, but it also faces fierce competition and has lofty expectations baked into its share price. [Motley Fool](https://www.fool.com/investing/2026/09/04/is-marvell-technology-a-millionaire-maker-stock/) - Marvell Technology and Taiwan Semiconductor are No-Brainer Picks: They Have What Wins in a Gold Rush — When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distrac [24/7 Wall St.](https://247wallst.com/investing/2026/09/04/marvell-technology-and-taiwan-semiconductor-are-no-brainer-picks-they-have-what-wins-in-a-gold-rush/)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/satya-nadella-just-sold-43-122101706.html) - Google Cloud Trails Azure by $4.6 Billion--But Growth Still Has Leverage — Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/google-cloud-trails-azure-4-121937732.html) - Chevron’s Dividend Looks Great at $104 Oil—What Happens When Oil Falls? — Chevron has raised its dividend 39 straight years, but the real test was never a bull market in crude. Find out what the 2020 stress test and two new revenue streams reveal about whether that streak s [24/7 Wall St.](https://247wallst.com/investing/2026/09/04/chevrons-dividend-looks-great-at-104-oil-what-happens-when-oil-falls/)
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-jensen-huang-playing-both-203620881.html) - Why Nvidia's purchase of Hugging Face is an 'important strategic move' — Nvidia (NVDA) will be buying open-weight AI company Hugging Face for $12.9 billion. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and BD8 Capita [Yahoo Finance Video](https://finance.yahoo.com/video/why-nvidias-purchase-hugging-face-132058312.html) - Apple Poised To Unveil Folding iPhone — Apple on Wednesday is widely expected to introduce its iPhone 18 handsets, including its first folding-screen model. [Investor's Business ](https://www.investors.com/news/technology/apple-stock-folding-iphone-set-for-debut/?src=A00220&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/article/whole-foods-ceo-bets-on-smaller-stores-and-the-latest-amazon-tech-to-win-over-shoppers-140631065.html) - Job cuts are at a four-year low, according to Challenger data — Job cuts are at a four-year low, according to Challenger Grey data illustrating the over 500,000 job cuts that have occurred in 2026 year-to-date. Morning Brief Host Julie Hyman is joined by Yahoo Fin [Yahoo Finance Video](https://finance.yahoo.com/video/job-cuts-four-low-according-140000545.html) - Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race. — You don't need to guess which big tech company will come out on top. [Motley Fool](https://www.fool.com/investing/2026/09/04/every-hyperscaler-raised-capex-again-these-3-borin/)
[Yahoo Finance Video](https://finance.yahoo.com/video/ai-demand-exceptional-supply-chain-201052714.html) - TikTok owner ByteDance said to secure $29.6bn loan for AI push — Investing.com -- ByteDance secured a $29.6 billion loan from nearly 30 banks on Friday, Reuters reported on Friday. The Chinese social media company's focus on artificial intelligence development attr [Investing.com](https://finance.yahoo.com/technology/ai/articles/tiktok-owner-bytedance-said-secure-115615239.html) - Nasdaq Futures Edge Higher As Jobs Report Takes Center Stage: TSLA, LULU, ORCL, PL, NVDA, PLTR, RKLB In Focus — Retail sentiment on Stocktwits remained ‘bearish’ on SPY and flipped to ‘bullish’ on QQQ. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/why-nasdaq-futures-rising-today-jobs-report-fed-rate-hike-tsla-lulu-orcl-pl-nvda-stocks/cZswyykRJwZ)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmcs-67-7-margin-now-122025578.html) - Apple’s New Foldable iPhone Could Cost $2,000, Citi Says: TSMC, Amphenol Among Stocks To Watch — Citi expects the iPhone 18 Pro and Pro Max models to cost about $200 more than their predecessors. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/apple-foldable-iphone-2000-citi-tsmc-amphenol-stocks-to-watch/cZsDPQiRJwM) - Marvell Technology and Taiwan Semiconductor are No-Brainer Picks: They Have What Wins in a Gold Rush — When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distrac [24/7 Wall St.](https://247wallst.com/investing/2026/09/04/marvell-technology-and-taiwan-semiconductor-are-no-brainer-picks-they-have-what-wins-in-a-gold-rush/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $48.10 | $105.62 | +119.6% |
| PL | Space | $18.35 | $38.73 | +111.0% |
| LUNR | Space | $14.70 | $29.50 | +100.7% |
| MNTS | Space | $4.15 | $8.00 | +92.8% |
| BKSY | Space | $20.63 | $38.42 | +86.3% |
| SPIR | Space | $11.88 | $20.88 | +75.7% |
| RKLB | Space | $63.81 | $111.00 | +74.0% |
| MOD | AI | $186.63 | $310.29 | +66.3% |
| FLNC | AI | $10.20 | $16.33 | +60.1% |
| POWL | AI | $175.16 | $280.00 | +59.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| BE | $235.55 | +8.4% | 1.1x | $69.4B | 302.0 | +17% |
| ORCL | $154.04 | +5.7% | 0.8x | $443.7B | 26.5 | +57% |
| VRT | $268.83 | +4.7% | 0.7x | $103.5B | 58.2 | +26% |
| MOD | $186.63 | +4.0% | 0.8x | $9.9B | 67.1 | +66% |
| META | $610.68 | +3.0% | 1.1x | $1.56T | 22.3 | +24% |
| ANET | $191.44 | +2.9% | 0.6x | $241.4B | 60.6 | +26% |
| POWL | $175.16 | +2.7% | 0.8x | $6.4B | 32.6 | +60% |
| MSFT | $510.12 | +2.7% | 0.7x | $3.79T | 28.4 | +12% |
| SMCI | $37.87 | +2.4% | 0.6x | $24.5B | 11.6 | +12% |
| HUBB | $460.15 | +2.2% | 1.0x | $24.3B | 26.7 | +23% |
| GEV | $941.84 | +2.2% | 0.6x | $250.8B | 26.5 | +31% |
| NVDA | $228.45 | +1.8% | 1.0x | $5.52T | 28.9 | +43% |
| ETN | $397.12 | +1.6% | 0.7x | $154.2B | 39.8 | +20% |
| GOOGL | $342.48 | +1.6% | 0.7x | $4.19T | 17.2 | +25% |
| AMZN | $258.90 | +1.5% | 0.6x | $2.79T | 20.5 | +27% |
| LRCX | $292.66 | +1.5% | 0.6x | $366.2B | 50.0 | +27% |
| GNRC | $183.02 | +1.3% | 0.9x | $10.8B | 42.0 | +55% |
| TLN | $305.52 | +1.2% | 0.8x | $14.6B | 9.9 | +50% |
| MRVL | $208.83 | +1.1% | 0.5x | $187.7B | 68.5 | +36% |
| ABBNY | $95.71 | +0.6% | 0.1x | $173.4B | 35.2 | -3% |
| VST | $144.22 | +0.5% | 1.0x | $48.4B | 24.2 | +51% |
| KLAC | $172.94 | +0.4% | 0.5x | $226.0B | 47.1 | +35% |
| TSM | $417.01 | +0.4% | 0.6x | $2.16T | 31.0 | +32% |
| MU | $958.16 | +0.2% | 0.6x | $1.08T | 21.6 | +58% |
| AMD | $456.16 | -0.2% | 0.6x | $744.7B | 116.4 | +35% |
| AMAT | $435.91 | -0.6% | 0.6x | $345.9B | 37.6 | +47% |
| CSCO | $108.61 | -0.8% | 0.6x | $428.2B | 32.6 | +27% |
| STX | $798.61 | -1.2% | 0.6x | $181.3B | 58.1 | +41% |
| COHR | $264.41 | -1.6% | 0.7x | $51.8B | 65.3 | +57% |
| WDC | $441.57 | -1.6% | 0.7x | $159.2B | 16.7 | +51% |
| CEG | $285.05 | -1.7% | 1.0x | $101.0B | 28.3 | +22% |
| FCX | $72.56 | -1.9% | 0.8x | $104.2B | 36.3 | -1% |
| ASML | $1646.19 | -2.1% | 0.8x | $632.3B | 55.9 | +30% |
| SCCO | $199.53 | -2.3% | 1.0x | $168.5B | 30.0 | -15% |
| LITE | $847.37 | -2.7% | 0.7x | $76.0B | 25.4 | +36% |
| AVGO | $357.16 | -2.7% | 2.4x | $1.70T | 45.4 | +47% |
| FLNC | $10.20 | -3.4% | 1.0x | $1.9B | 74.1 | +60% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| HWM | $260.49 | +3.0% | 1.2x | $103.9B | +29% |
| BWXT | $160.25 | +2.9% | 1.2x | $14.7B | +45% |
| VSAT | $71.72 | +2.6% | 0.8x | $9.9B | +45% |
| PSN | $46.35 | +2.2% | 0.9x | $5.0B | +28% |
| WWD | $342.56 | +2.1% | 0.7x | $20.2B | +32% |
| ARKX | $32.35 | +1.6% | 0.4x | - | - |
| XAR | $253.93 | +1.5% | 1.0x | - | - |
| CW | $568.72 | +1.3% | 1.0x | $21.0B | +38% |
| GE | $333.48 | +1.2% | 0.6x | $346.0B | +21% |
| RKLB | $63.81 | +1.1% | 0.9x | $40.8B | +74% |
| UFO | $43.53 | +0.9% | 0.2x | - | - |
| HEI | $325.70 | +0.9% | 0.9x | $45.5B | +22% |
| NOC | $528.24 | +0.8% | 1.0x | $75.0B | +22% |
| BA | $210.51 | +0.8% | 1.1x | $166.3B | +30% |
| RTX | $202.13 | +0.7% | 0.8x | $272.4B | +16% |
| KTOS | $48.10 | +0.7% | 0.9x | $9.0B | +120% |
| GSAT | $81.98 | +0.6% | 0.3x | $10.6B | +10% |
| DCO | $166.52 | +0.6% | 0.6x | $2.5B | +27% |
| RDW | $10.37 | +0.4% | 0.5x | $2.6B | +42% |
| SPCE | $2.96 | +0.3% | 0.3x | $448.7M | +20% |
| LHX | $262.14 | +0.3% | 0.9x | $48.8B | +31% |
| LMT | $532.95 | +0.3% | 0.7x | $123.0B | +19% |
| TDY | $607.87 | +0.2% | 0.5x | $28.2B | +25% |
| SATS | $0.00 | +0.0% | - | - | - |
| IRDM | $46.95 | -0.0% | 0.4x | $5.0B | -10% |
| SPIR | $11.88 | -0.3% | 0.5x | $482.6M | +76% |
| ASTS | $62.13 | -0.4% | 0.5x | $24.2B | +28% |
| LUNR | $14.70 | -1.1% | 0.6x | $2.4B | +101% |
| MNTS | $4.15 | -1.2% | 0.2x | $91.1M | +93% |
| DXYZ | $32.25 | -1.4% | 0.3x | $982.5M | - |
| BKSY | $20.63 | -5.2% | 1.0x | $844.3M | +86% |
| PL | $18.35 | -8.2% | 3.0x | $6.5B | +111% |