Tuesday, September 08, 2026 - Generated 05:32 AM PT
Market color: AI stocks surged across the value chain pre-market — chip equipment (KLAC, LRCX, AMAT), memory/storage (MU, WDC, STX), optics (COHR, LITE) and AI power (CEG, VST, TLN, ETN) — as the rally broadens well beyond accelerators. Gains came despite a risk-off tape: futures slid on escalating US-Iran tanker strikes and rising oil, with investors rotating into AI infrastructure after the August jobs report unwound rate-hike fears.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| CASY | Casey's General Stores, Inc. | After Close | $6.82 | $28.0B |
| FDXF | FedEx Freight Holding Company, Inc. | After Close | $0.89 | $19.4B |
| GME | GameStop Corp. | After Close | $0.16 | $8.6B |
| TTAN | ServiceTitan, Inc. | After Close | $0.35 | $8.4B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.2B |
| RUBSF | Rubis | Not Specified | - | $4.1B |
| BRZE | Braze, Inc. | After Close | $0.16 | $3.6B |
| ODMUF | Old Mutual Limited | Not Specified | - | $3.1B |
| ABM | ABM Industries Incorporated | Before Open | $1.01 | $2.8B |
| UNFI | United Natural Foods, Inc. | Before Open | $0.62 | $2.7B |
| DNEMF | Dunelm Group plc | Not Specified | - | $2.1B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| BELGF | Bellevue Gold Limited | Not Specified | - | $1.8B |
| ANAB | AnaptysBio, Inc. | After Close | $0.14 | $1.7B |
| NNWWF | The North West Company Inc. | After Close | $0.76 | $1.7B |
| INNV | InnovAge Holding Corp. | After Close | $0.08 | $1.5B |
| HGRAF | HydroGraph Clean Power Inc. | After Close | - | $1.4B |
| VZLA | Vizsla Silver Corp. | Not Specified | $-0.02 | $1.4B |
| AVO | Mission Produce, Inc. | After Close | $0.12 | $1.1B |
| SRTSF | Gr. Sarantis S.A. | Not Specified | - | $889.0M |
| 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 | 10.16M | 3.1x | -1.3% |
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/openai-hands-nvidia-fresh-win-122815703.html) - Nvidia-Backed Firmus Passes 900 Megawatts With OpenAI Deal — Firmus runs two data centres and has five more under development [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/nvidia-backed-firmus-passes-900-122635680.html) - Buy Super Micro Computer for Handsome Returns & Attractive Valuations — SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal. [Zacks](https://finance.yahoo.com/technology/ai/articles/buy-super-micro-computer-handsome-122300783.html)
[Zacks](https://finance.yahoo.com/technology/ai/articles/buy-super-micro-computer-handsome-122300783.html) - AMD Just Put 300 Billion-Parameter AI Models on a Desktop — AMD just announced a workstation that could pull sensitive AI workloads out of the cloud entirely, and the buyers it has in mind reveal exactly who stands to lose the most. [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/amd-just-put-300-billion-parameter-ai-models-on-a-desktop/) - Nvidia’s $12.9 Billion Hugging Face Bet Comes With One Huge Risk — Nvidia just paid nearly $13 billion to own the platform where the open-source AI community lives, works, and distributes its models. The question is whether that community will stay or walk. [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/nvidias-12-9-billion-hugging-face-bet-comes-with-one-huge-risk/)
[24/7 Wall St.](https://247wallst.com/investing/etf/2026/09/07/how-a-64-year-olds-1-2-million-in-voo-turned-into-a-456000-bet-on-a-single-sector/) - Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs — Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that. On Wednesday, the custom AI chipmaker said it now expects AI chip revenue of [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/broadcom-ai-forecast-suggests-hyperscalers-211102090.html) - Broadcom Inc. (AVGO)’s AI Opportunity Expands Across AI Infrastructure — The AI infrastructure market is in a powerful expansion phase, with hyperscalers making significant investments in custom AI accelerators, high-speed networking, as well as complex data-center archite [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/broadcom-inc-avgo-ai-opportunity-181909723.html)
[Barrons.com](https://www.barrons.com/articles/stock-movers-3b5dab07?siteid=yhoof2&yptr=yahoo) - After an 18% summer selloff in chip stocks, Citi asks what comes next — Investing.com -- Citi told clients in a note Tuesday that it expects semiconductor stocks to rebound after a summer slump, arguing that a heavy conference schedule and resilient data center demand sho [Investing.com](https://finance.yahoo.com/technology/articles/18-summer-selloff-chip-stocks-105437359.html) - Should You Buy Marvell Technology Stock Before Oct. 6? — The company's Investor Day event is coming up next month, which may feature some big announcements. [Motley Fool](https://www.fool.com/investing/2026/09/07/should-you-buy-marvell-technology-stock-before-oct-6/)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/08/oracle-stock-keeps-falling-while-wall-street-holds-firm-whos-right/) - IREN Limited Has Cratered Over 3 Months: A Top-Ranked Wall Street Name Says It’s Due to Double — A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/iren-limited-has-cratered-over-3-months-a-top-ranked-wall-street-name-says-its-due-to-double/) - Microsoft-Backed OpenAI Acknowledges AI Agents Misused External Wikis — Microsoft-backed (MSFT) OpenAI said Saturday its AI agents posted messages on external wiki sites ea [MT Newswires](https://finance.yahoo.com/technology/ai/articles/microsoft-backed-openai-acknowledges-ai-092747378.html)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-samsung-intel-just-gave-121154337.html) - AI Stocks: OpenAI Declares The 'AGI Era' Is Here Amid IPO Fervor — AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag. [Investor's Business ](https://www.investors.com/news/technology/ai-stocks-artificial-intelligence-stocks-sept82026/?src=A00220&yptr=yahoo) - Oracle Stock Keeps Falling While Wall Street Holds Firm—Who’s Right? — Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give. [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/oracle-stock-keeps-falling-while-wall-street-holds-firm-whos-right/)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/ai-could-nearly-triple-americas-122955990.html) - Discount Hyperscaler: Oracle’s Direct Threat to AWS — Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there. The question is whether a discount challenger can act [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/discount-hyperscaler-oracles-direct-threat-to-aws/) - Oracle Stock Keeps Falling While Wall Street Holds Firm—Who’s Right? — Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give. [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/oracle-stock-keeps-falling-while-wall-street-holds-firm-whos-right/)
[Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-ipo-oracle-earnings-august-120000560.html) - Stock Market Today: Dow Slides 400 Points On Continued U.S.-Iran Attacks; Oil Prices Jump Again (Live Coverage) — Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-us-iran-attacks-oil-prices-jump-brent-crude/?src=A00220&yptr=yahoo) - Discount Hyperscaler: Oracle’s Direct Threat to AWS — Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there. The question is whether a discount challenger can act [24/7 Wall St.](https://247wallst.com/investing/2026/09/08/discount-hyperscaler-oracles-direct-threat-to-aws/)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-3-tsmc-121714761.html) - TSMC, Samsung and Intel Just Gave ASML a Powerful Endorsement — TSMC, Samsung and Intel are moving forward with ASML's High-NA EUV technology [GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-samsung-intel-just-gave-121154337.html) - INTC Stock Jumps Premarket As Intel Takes Early Lead In ASML's Next-Gen Chipmaking Technology – Samsung, TSMC Are Next — Intel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/intc-stock-jumps-intel-asml-high-na-euv-tsmc-samsung/cZt3vOqRJUg)
| 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% | 1.4x | $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% |