Monday, September 07, 2026 - Generated 05:32 AM PT
Market color: Pre-market is dominated by a broadening AI trade: memory/storage (Micron, Western Digital, Seagate, Sandisk) and chip-equipment names (KLA, Lam Research, Applied Materials, ASML) are outperforming Nvidia as investors rotate into profitable AI infrastructure beyond accelerators. Semiconductors ripped Friday even as the S&P 500 fell, with index changes (Bloom Energy joining the S&P 500, Nike exiting the S&P 100) and a strong August jobs report stoking rate-hike concerns.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| PNXGF | Standard Life plc | Not Specified | - | $12.2B |
| KEN | Kenon Holdings Ltd. | Before Open | - | $3.6B |
| AJMPF | Ashmore Group Plc | Not Specified | - | $1.8B |
| VZLA | Vizsla Silver Corp. | Not Specified | $-0.02 | $1.4B |
| GAMCF | Gamma Communications plc | Not Specified | - | $1.3B |
| TIGXF | Team Internet Group plc | Not Specified | - | $134.2M |
| TNIPF | Theon International Plc | Not Specified | - | - |
| AVILF | Not Specified | - | - |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| BE | Bloom Energy | AI | $252.87 | +7.4% | 1.0x | Y |
| KLAC | KLA Corp | AI | $185.60 | +7.3% | 1.0x | Y |
| MRVL | Marvell | AI | $223.55 | +7.0% | 0.6x | Y |
| COHR | Coherent | AI | $281.86 | +6.6% | 0.8x | Y |
| STX | Seagate | AI | $849.28 | +6.3% | 0.5x | Y |
| MU | Micron | AI | $1016.59 | +6.1% | 0.8x | Y |
| WDC | Western Digital | AI | $467.46 | +5.9% | 0.7x | Y |
| LRCX | Lam Research | AI | $307.65 | +5.1% | 0.8x | Y |
| VSAT | Viasat | Space | $75.32 | +5.0% | 0.6x | Y |
| CEG | Constellation Energy | AI | $298.96 | +4.9% | 0.9x | Y |
| AMD | AMD | AI | $477.57 | +4.7% | 0.8x | Y |
| SMCI | Super Micro | AI | $39.59 | +4.5% | 0.9x | Y |
| VRT | Vertiv | AI | $280.53 | +4.4% | 0.6x | Y |
| AMAT | Applied Materials | AI | $454.71 | +4.3% | 0.6x | Y |
| MOD | Modine | AI | $194.66 | +4.3% | 0.8x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| PL | Space | 32.04M | 10.32M | 3.1x | -1.3% |
[Yahoo Finance](https://finance.yahoo.com/markets/article/why-nvidia-wants-hugging-face-to-keep-helping-its-rivals-chart-of-the-day-132655037.html) - Down Nearly 50% in 2026, Is BigBear.ai Stock Cheap Enough to Finally Buy? — The tech stock has fallen considerably from a high of more than $9 that it hit last year. [Motley Fool](https://www.fool.com/investing/2026/09/07/down-nearly-50-in-2026-is-bigbear-ai-cheap-enough-to-finally-buy/) - Netflix Has No Dividend. Here's Why Long-Term Investors Should Own It Anyway. — Despite its recent headwind, the streaming giant still offers more growth potential than plenty of other tickers categorized as growth stocks. [Motley Fool](https://www.fool.com/investing/2026/09/07/netflix-no-dividend-why-long-term-investor-own/)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/micron-jumps-6-ai-memory-120948403.html) - Nvidia just sent a strong signal to AMD and Intel investors — Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see. [TheStreet](https://www.thestreet.com/investing/stocks/nvidia-vera-cpu-strong-signal-to-amd-intel-investors) - AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed? — AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer mot [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/amd-intel-soared-nvidia-lagged-082539405.html)
[Motley Fool](https://www.fool.com/investing/2026/09/06/nvidia-is-near-its-high-while-its-biggest-chip-peers-sit-18-to-32-below-theirs-these-are-the-chip-stocks-to-buy/) - These AI numbers are getting crazy — The past two weeks have been bonkers for the AI investment thesis, and any talk about peak AI needs to be tossed aside. [Yahoo Finance](https://finance.yahoo.com/markets/article/these-ai-numbers-are-getting-crazy-123000121.html) - Broadcom And 2 Top Growth Stocks To Watch — Strong US jobs data has kept the prospect of further Federal Reserve rate hikes firmly on the table, which keeps pressure on companies that rely too heavily on cheap borrowing. That is exactly why inv [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/broadcom-2-top-growth-stocks-121016991.html)
[Motley Fool](https://www.fool.com/investing/2026/09/06/nvidia-is-near-its-high-while-its-biggest-chip-peers-sit-18-to-32-below-theirs-these-are-the-chip-stocks-to-buy/) - Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7% — Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/nvidia-barely-moved-2-ai-185658418.html) - FormFactor, Entegris, Penguin Solutions, Teradyne, and Marvell Technology Stocks Trade Up, What You Need To Know — A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip d [StockStory](https://finance.yahoo.com/markets/stocks/articles/formfactor-entegris-penguin-solutions-teradyne-021410145.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/weight-loss-just-beginning-glp-100000472.html) - Your RMD Doesn’t Have to Be Cash: He Moved the Shares Themselves Out of the IRA, Paid the Exact Same Tax and Never Had t — Most retirees assume a forced IRA withdrawal means selling shares whether they want to or not, but a little-known IRS rule lets you satisfy the requirement without liquidating a single position, even [24/7 Wall St.](https://247wallst.com/personal-finance/2026/09/07/your-rmd-doesnt-have-to-be-cash-he-moved-the-shares-themselves-out-of-the-ira-paid-the-exact-same-tax-and-never-had-to-sell-at-the-bottom/) - Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It’s Going to Double and Then Some — Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done bef [24/7 Wall St.](https://247wallst.com/investing/2026/09/07/oracle-has-fallen-nearly-20-in-2026-one-wall-street-firm-says-its-going-to-double-and-then-some/)
[Yahoo Finance Video](https://finance.yahoo.com/video/weight-loss-just-beginning-glp-100000472.html) - Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It’s Going to Double and Then Some — Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done bef [24/7 Wall St.](https://247wallst.com/investing/2026/09/07/oracle-has-fallen-nearly-20-in-2026-one-wall-street-firm-says-its-going-to-double-and-then-some/) - AI computing demand may never be sated, says CEO of Nvidia partner Iren — The world's supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the... [Financial Times](https://finance.yahoo.com/technology/ai/articles/ai-computing-demand-may-never-100010786.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/real-danger-black-market-peptides-110000226.html) - Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It’s Going to Double and Then Some — Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done bef [24/7 Wall St.](https://247wallst.com/investing/2026/09/07/oracle-has-fallen-nearly-20-in-2026-one-wall-street-firm-says-its-going-to-double-and-then-some/) - Amazon Boeing Plane Crash at Miami Airport: What We Know — Five people have died after an Amazon cargo plane overshot the runway at Miami International Airport, crashing into vehicles and catching fire. The plane, a Boeing 767-300 freighter operated by 2 [Barrons.com](https://www.barrons.com/articles/amazon-plane-crash-boeing-miami-airport-35c47fa3?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/economy/article/inflation-data-oracle-earnings-and-an-energy-supply-crunch-what-to-watch-this-week-120429533.html) - Oracle Stock Flashes Stunning Signal Before Earnings — Wall Street is bracing for a verdict few can ignore [GuruFocus.com](https://finance.yahoo.com/markets/options/articles/oracle-stock-flashes-stunning-signal-122129801.html) - BofA Sees Clear Winner Between Adobe and Oracle — Wall Street sees opportunity in one and trouble in another [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/bofa-sees-clear-winner-between-122011345.html)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/micron-jumps-6-ai-memory-120948403.html) - Dow Jones Futures Fall With Iran, Apple, Inflation In Focus; Nvidia, Micron, Sandisk Flash Buy Signals — Dow Jones futures: The U.S. and Iran exchanged attacks. Nvidia, Micron, Sandisk are buys, but for how long? Apple, inflation data loom. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-nvidia-micron-sandisk-buy-signals-apple-inflation-reports/?src=A00220&yptr=yahoo) - Taiwan flexes chip diplomacy muscles as it faces pressure to share AI wealth with allies — By Ben Blanchard and Wen-Yee Lee TAIPEI, Sept 7 (Reuters) - Taiwan flexed its chip diplomacy muscles at a major trade show last week, portraying itself as a democratic and reliable supplier for the AI [Reuters](https://finance.yahoo.com/technology/ai/articles/taiwan-flexes-chip-diplomacy-muscles-022559044.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.82 | $105.62 | +120.9% |
| LUNR | Space | $14.81 | $29.50 | +99.2% |
| PL | Space | $18.12 | $35.36 | +95.2% |
| MNTS | Space | $4.18 | $8.00 | +91.4% |
| BKSY | Space | $20.50 | $38.42 | +87.4% |
| SPIR | Space | $11.98 | $20.88 | +74.2% |
| RKLB | Space | $64.26 | $111.00 | +72.7% |
| MOD | AI | $194.66 | $310.29 | +59.4% |
| POWL | AI | $181.17 | $280.00 | +54.6% |
| FLNC | AI | $10.35 | $16.00 | +54.6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| BE | $252.87 | +7.4% | 1.0x | $74.5B | 332.7 | +9% |
| KLAC | $185.60 | +7.3% | 1.0x | $242.5B | 50.7 | +26% |
| MRVL | $223.55 | +7.0% | 0.6x | $200.9B | 74.0 | +28% |
| COHR | $281.86 | +6.6% | 0.8x | $55.2B | 68.4 | +47% |
| STX | $849.28 | +6.3% | 0.5x | $192.8B | 61.0 | +32% |
| MU | $1016.59 | +6.1% | 0.8x | $1.15T | 23.0 | +49% |
| WDC | $467.46 | +5.9% | 0.7x | $168.5B | 17.4 | +42% |
| LRCX | $307.65 | +5.1% | 0.8x | $385.0B | 53.5 | +20% |
| CEG | $298.96 | +4.9% | 0.9x | $105.9B | 29.3 | +16% |
| AMD | $477.57 | +4.7% | 0.8x | $779.6B | 121.8 | +28% |
| SMCI | $39.59 | +4.5% | 0.9x | $25.6B | 12.1 | +7% |
| VRT | $280.53 | +4.4% | 0.6x | $108.0B | 63.3 | +20% |
| AMAT | $454.71 | +4.3% | 0.6x | $360.9B | 39.2 | +41% |
| MOD | $194.66 | +4.3% | 0.8x | $10.3B | 72.4 | +59% |
| ASML | $1714.88 | +4.2% | 0.7x | $658.7B | 58.1 | +26% |
| LITE | $881.25 | +4.0% | 0.7x | $79.0B | 26.5 | +30% |
| TLN | $317.00 | +3.8% | 0.7x | $15.2B | 10.3 | +45% |
| VST | $149.30 | +3.5% | 1.0x | $50.1B | 25.2 | +46% |
| ETN | $410.85 | +3.5% | 0.8x | $159.5B | 41.8 | +16% |
| POWL | $181.17 | +3.4% | 0.6x | $6.6B | 34.7 | +55% |
| ORCL | $158.78 | +3.1% | 0.8x | $457.4B | 27.2 | +52% |
| TSM | $428.91 | +2.9% | 0.9x | $2.22T | 31.8 | +29% |
| GNRC | $187.35 | +2.4% | 0.6x | $11.1B | 43.1 | +52% |
| FLNC | $10.35 | +1.5% | 0.4x | $1.9B | 75.2 | +55% |
| ANET | $193.78 | +1.2% | 0.6x | $244.4B | 61.3 | +24% |
| META | $616.77 | +1.0% | 0.9x | $1.57T | 23.3 | +22% |
| NVDA | $230.36 | +0.8% | 1.0x | $5.56T | 29.2 | +42% |
| CSCO | $109.20 | +0.5% | 0.6x | $430.5B | 32.8 | +26% |
| ABBNY | $95.96 | +0.3% | 0.1x | $173.8B | 35.3 | -4% |
| FCX | $72.73 | +0.2% | 0.5x | $104.4B | 35.7 | -1% |
| AVGO | $357.89 | +0.2% | 1.3x | $1.70T | 45.6 | +49% |
| HUBB | $460.72 | +0.1% | 0.9x | $24.3B | 27.2 | +23% |
| GEV | $941.95 | +0.0% | 0.5x | $250.9B | 27.0 | +31% |
| AMZN | $258.51 | -0.2% | 0.6x | $2.79T | 20.8 | +27% |
| SCCO | $198.76 | -0.4% | 0.6x | $167.8B | 29.8 | -14% |
| GOOGL | $338.46 | -1.1% | 0.8x | $4.14T | 17.0 | +26% |
| MSFT | $499.70 | -2.0% | 0.5x | $3.71T | 27.9 | +15% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| VSAT | $75.32 | +5.0% | 0.6x | $10.4B | +38% |
| SPCE | $3.04 | +2.7% | 0.3x | $460.9M | +17% |
| PSN | $47.58 | +2.7% | 0.9x | $5.1B | +25% |
| RDW | $10.53 | +1.5% | 0.4x | $2.6B | +40% |
| DXYZ | $32.70 | +1.4% | 0.3x | $996.2M | - |
| GE | $337.12 | +1.1% | 0.6x | $349.8B | +20% |
| DCO | $168.32 | +1.1% | 0.5x | $2.5B | +26% |
| WWD | $346.22 | +1.1% | 0.5x | $20.4B | +30% |
| SPIR | $11.98 | +0.8% | 0.3x | $486.7M | +74% |
| BA | $212.25 | +0.8% | 0.8x | $167.6B | +30% |
| LUNR | $14.81 | +0.7% | 0.4x | $2.4B | +99% |
| MNTS | $4.18 | +0.7% | 0.2x | $91.8M | +91% |
| RKLB | $64.26 | +0.7% | 0.7x | $41.1B | +73% |
| IRDM | $47.21 | +0.6% | 0.3x | $5.0B | -11% |
| TDY | $610.65 | +0.5% | 0.4x | $28.3B | +24% |
| GSAT | $82.34 | +0.4% | 0.3x | $10.7B | +9% |
| UFO | $43.70 | +0.4% | 0.1x | - | - |
| ASTS | $62.31 | +0.3% | 0.6x | $24.2B | +28% |
| SATS | $0.00 | +0.0% | - | - | - |
| HEI | $325.48 | -0.1% | 1.0x | $45.5B | +22% |
| CW | $566.75 | -0.3% | 0.8x | $20.9B | +39% |
| XAR | $252.92 | -0.4% | 0.9x | - | - |
| ARKX | $32.22 | -0.4% | 0.3x | - | - |
| HWM | $259.27 | -0.5% | 1.0x | $103.4B | +30% |
| KTOS | $47.82 | -0.6% | 0.7x | $9.0B | +121% |
| BKSY | $20.50 | -0.6% | 0.7x | $839.0M | +87% |
| RTX | $200.79 | -0.7% | 0.6x | $270.6B | +17% |
| PL | $18.12 | -1.3% | 3.1x | $6.6B | +95% |
| LMT | $525.28 | -1.4% | 0.8x | $121.2B | +20% |
| BWXT | $157.59 | -1.7% | 0.6x | $14.4B | +45% |
| LHX | $256.45 | -1.7% | 0.8x | $47.8B | +34% |
| NOC | $514.98 | -2.5% | 0.8x | $73.2B | +26% |