Wednesday, September 09, 2026 - Generated 05:32 AM PT
Market color: Futures are mixed as oil climbs back above $100/bbl after a Houthi attack on Saudi energy infrastructure and copper hits a record high, reviving inflation/Fed concerns and weighing on aerospace (Howmet is the S&P 500's worst performer). A Qualcomm–Amazon custom-chip pact and OpenAI's Astra release are lifting AI infrastructure, chip-equipment and optical names ahead of Apple's iPhone event and Meta Connect.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| IDEXF | Industria de Diseño Textil, S.A. | Not Specified | $0.49 | $208.3B |
| COO | The Cooper Companies, Inc. | After Close | $1.12 | $13.2B |
| SIEVF | D'Ieteren Group SA | Not Specified | - | $10.4B |
| SAIL | SailPoint, Inc. | Before Open | $0.08 | $10.1B |
| CHWY | Chewy, Inc. | Before Open | $0.33 | $9.5B |
| CNM | Core & Main, Inc. | Before Open | $0.79 | $8.2B |
| AVAV | AeroVironment, Inc. | After Close | $0.25 | $7.6B |
| NAVN | Navan, Inc. | After Close | $0.04 | $6.8B |
| JMKE | Jersey Mike's Subs Inc. | Before Open | $0.18 | $4.8B |
| KFY | Korn Ferry | Before Open | $1.36 | $4.2B |
| GWWTF | Growthpoint Properties Limited | Not Specified | - | $3.7B |
| SIG | Signet Jewelers Limited | Before Open | $1.74 | $3.3B |
| AEO | American Eagle Outfitters, Inc. | After Close | $0.21 | $2.9B |
| ASO | Academy Sports and Outdoors, Inc. | Before Open | $2.13 | $2.8B |
| EERGF | Energean plc | Not Specified | - | $1.9B |
| ANAB | AnaptysBio, Inc. | After Close | $0.14 | $1.7B |
| WLTH | Wealthfront Corporation | After Close | $0.16 | $1.4B |
| HGRAF | HydroGraph Clean Power Inc. | After Close | - | $1.4B |
| MHTCF | Mitsui High-tec, Inc. | Not Specified | $5.3 | $1.0B |
| GDRZF | Gold Reserve Ltd. | After Close | - | $715.2M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| LITE | Lumentum | AI | $978.53 | +11.0% | 1.5x | Y |
| HWM | Howmet Aerospace | Space | $231.53 | -10.7% | 4.0x | Y |
| BE | Bloom Energy | AI | $277.22 | +9.6% | 1.8x | Y |
| BKSY | BlackSky | Space | $22.08 | +7.7% | 0.9x | Y |
| COHR | Coherent | AI | $301.88 | +7.1% | 1.4x | Y |
| FLNC | Fluence Energy | AI | $11.04 | +6.7% | 1.1x | Y |
| RDW | Redwire | Space | $11.23 | +6.6% | 0.7x | Y |
| STX | Seagate | AI | $904.38 | +6.5% | 1.1x | Y |
| ASTS | AST SpaceMobile | Space | $66.12 | +6.1% | 0.8x | Y |
| AMD | AMD | AI | $505.74 | +5.9% | 1.1x | Y |
| LUNR | Intuitive Machines | Space | $15.68 | +5.9% | 0.8x | Y |
| FCX | Freeport-McMoRan | AI | $76.62 | +5.3% | 1.1x | Y |
| SCCO | Southern Copper | AI | $208.56 | +4.9% | 1.1x | Y |
| DXYZ | Destiny Tech100 | Space | $34.24 | +4.7% | 0.7x | Y |
| LRCX | Lam Research | AI | $320.42 | +4.2% | 0.8x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| HWM | Space | 11.66M | 2.95M | 4.0x | -10.7% |
| PL | Space | 25.79M | 10.22M | 2.5x | -1.7% |
[Yahoo Finance](https://finance.yahoo.com/markets/article/bond-yield-worries-persist-as-oil-edges-higher-alphacheck-135158227.html) - What investors 'really' need to see from Oracle earnings this week — Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the ear [Yahoo Finance Video](https://finance.yahoo.com/video/investors-really-see-oracle-earnings-150710768.html) - Forget Oklo: This Nuclear Stock Could Be the Better Buy — Nuclear investors should weigh growth potential against a company's valuation. [Motley Fool](https://www.fool.com/investing/2026/09/09/forget-oklo-this-nuclear-stock-could-be-the-better/)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-oil-prices-amd-hpe-new-buys-apple-iphone-event/?src=A00220&yptr=yahoo) - AMD and Nvidia Just Experienced an Unprecedented Valuation Split — Nvidia looks better on paper, yet trades at a cheaper valuation. [Motley Fool](https://www.fool.com/investing/2026/09/09/amd-and-nvidia-just-experienced-an-unprecedented-v/) - Qualcomm, Corning, Casey’s, Braze, and More Stocks That Explain Today’s Market — Some AI stocks are rising even as investors fret about a flare-up in inflation, while Casey’s sinks despite a first-quarter earnings beat. [Barrons.com](https://www.barrons.com/articles/stock-movers-fa21448d?siteid=yhoof2&yptr=yahoo)
[Motley Fool](https://www.fool.com/investing/2026/09/09/this-ai-chipmaker-looks-like-a-bargain-with-ai-rev/) - Amazon CEO Andy Jassy Explained Why Semiconductor Sales Could Keep Climbing for Years to Come. Here's My Favorite AI Chi — This chipmaker is poised to benefit from the long-term trend. [Motley Fool](https://www.fool.com/investing/2026/09/09/amazon-ceo-andy-jassy-explained-why-semiconductor/) - OpenAI Used Its Own AI Models to Design the Jalapeno Chip – The Compute Landlord Thesis Just Went Recursive — On September 8, at Goldman Sachs’ Communacopia conference, OpenAI CFO Sarah Friar confirmed that the company utilized its own frontier AI models to design the Jalapeno custom inference chip. This mark [Forkast News](https://finance.yahoo.com/technology/ai/articles/openai-used-own-ai-models-095654268.html)
[Motley Fool](https://www.fool.com/investing/2026/09/08/jensen-huangs-ai-capex-pulse-check/) - MRVL Stock Keeps Climbing As CEO Shrugs Off Qualcomm-Amazon Threat: 'We Are The Switzerland Of This Entire Market' — Marvell’s broad hyperscaler footprint and custom-chip ambitions are helping it shrug off fresh competitive pressure in AI infrastructure. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/mrvl-stock-keeps-climbing-as-ceo-shrugs-off-qualcomm-amazon-threat-we-are-the-switzerland-of-this-entire-market/cZtepzKRJyj) - Applied Materials, AMD, Broadcom, Lam Research, and Marvell Technology Shares Skyrocket, What You Need To Know — A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while A [StockStory](https://finance.yahoo.com/markets/stocks/articles/applied-materials-amd-broadcom-lam-012718535.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/investors-really-see-oracle-earnings-150710768.html) - Google Has a Cool $15 Billion Fix to the AI Energy Problem — Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) inve [Barrons.com](https://www.barrons.com/articles/google-stock-ai-energy-fix-31d9fe50?siteid=yhoof2&yptr=yahoo) - Step Aside, ExxonMobil: 2 Foundational AI Stocks Now Pay Larger Dividends — Two of Wall Street’s premier artificial intelligence (AI) stocks are set to pay approximately $24.2 billion and $27.1 billion in dividends over the next year. [Motley Fool](https://www.fool.com/investing/2026/09/09/step-aside-exxonmobil-2-foundational-ai-stocks-now-pay-larger-dividends/)
[Yahoo Finance Video](https://finance.yahoo.com/video/investors-really-see-oracle-earnings-150710768.html) - Google Has a Cool $15 Billion Fix to the AI Energy Problem — Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) inve [Barrons.com](https://www.barrons.com/articles/google-stock-ai-energy-fix-31d9fe50?siteid=yhoof2&yptr=yahoo) - Google unveils 13 bn euro AI expansion in Finland — Google will invest at least 13 billion euros in data centres and other digital infrastructure to power its AI ambitions in Finland, in what the US tech giant called Wednesday its biggest single invest [AFP](https://finance.yahoo.com/technology/ai/articles/google-unveils-13-bn-euro-112123988.html)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/qualcomm-and-amazon-ink-deal-for-custom-data-center-chips-170048117.html) - What investors 'really' need to see from Oracle earnings this week — Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the ear [Yahoo Finance Video](https://finance.yahoo.com/video/investors-really-see-oracle-earnings-150710768.html) - Amazon CEO Andy Jassy Explained Why Semiconductor Sales Could Keep Climbing for Years to Come. Here's My Favorite AI Chi — This chipmaker is poised to benefit from the long-term trend. [Motley Fool](https://www.fool.com/investing/2026/09/09/amazon-ceo-andy-jassy-explained-why-semiconductor/)
[Yahoo Finance Video](https://finance.yahoo.com/video/investors-really-see-oracle-earnings-150710768.html) - Why Guggenheim Sees Oracle as a Decade Stock — A bold Wall Street call raises the stakes before earnings [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/why-guggenheim-sees-oracle-decade-121923459.html) - Oracle or Adobe: Which Earnings Report Will Reveal the True Growth Story? — Adobe and Oracle both report earnings soon, but one carries a debt load that could turn a portfolio anchor into a leveraged bet on AI infrastructure holding together. Knowing which one retirement inve [24/7 Wall St.](https://247wallst.com/investing/2026/09/09/oracle-or-adobe-which-earnings-report-will-reveal-the-true-growth-story/)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-oil-prices-amd-hpe-new-buys-apple-iphone-event/?src=A00220&yptr=yahoo) - TSMC’s High-NA Plan Gives ASML a Catalyst, but Investors Face Two Different Timelines — ASML Holding N.V. (NASDAQ:ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) have given investors a clearer view of their next manufacturing transition. The important distinction [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/tsmc-high-na-plan-gives-101831920.html) - INTC Stock Slips Overnight: AMD Reaffirms TSMC Ties Amid Intel Foundry Buzz — But Keeps Supplier Options Open — UBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/intc-stock-amd-reaffirms-tsmc-ties-intel-foundry-buzz-supplier-options-open/cZtepN6RJyS)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $48.20 | $104.20 | +116.2% |
| PL | Space | $17.81 | $34.00 | +90.9% |
| MNTS | Space | $4.25 | $8.00 | +88.2% |
| LUNR | Space | $15.68 | $29.50 | +88.1% |
| BKSY | Space | $22.08 | $38.42 | +74.0% |
| SPIR | Space | $12.14 | $20.88 | +72.0% |
| RKLB | Space | $65.87 | $111.00 | +68.5% |
| MOD | AI | $192.35 | $310.29 | +61.3% |
| POWL | AI | $182.49 | $280.00 | +53.4% |
| MU | AI | $1000.26 | $1513.11 | +51.3% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| LITE | $978.53 | +11.0% | 1.5x | $87.8B | 29.4 | +17% |
| BE | $277.22 | +9.6% | 1.8x | $81.6B | 355.4 | -0% |
| COHR | $301.88 | +7.1% | 1.4x | $59.1B | 73.5 | +38% |
| FLNC | $11.04 | +6.7% | 1.1x | $2.1B | 86.3 | +40% |
| STX | $904.38 | +6.5% | 1.1x | $205.3B | 64.9 | +24% |
| AMD | $505.74 | +5.9% | 1.1x | $825.6B | 128.4 | +22% |
| FCX | $76.62 | +5.3% | 1.1x | $110.0B | 37.6 | -6% |
| SCCO | $208.56 | +4.9% | 1.1x | $176.1B | 31.3 | -18% |
| LRCX | $320.42 | +4.2% | 0.8x | $400.9B | 55.5 | +16% |
| AMAT | $472.79 | +4.0% | 0.7x | $375.2B | 40.8 | +36% |
| ABBNY | $99.57 | +3.8% | 0.1x | $180.3B | 36.6 | -8% |
| VRT | $290.83 | +3.7% | 0.8x | $112.0B | 65.8 | +16% |
| GEV | $971.31 | +3.1% | 0.6x | $258.7B | 27.9 | +27% |
| AVGO | $368.56 | +3.0% | 1.2x | $1.75T | 47.0 | +45% |
| ASML | $1764.85 | +2.9% | 0.8x | $677.9B | 59.9 | +23% |
| TLN | $325.77 | +2.8% | 1.0x | $15.6B | 10.6 | +41% |
| ETN | $422.13 | +2.7% | 0.9x | $163.9B | 42.9 | +13% |
| ORCL | $162.52 | +2.4% | 1.2x | $468.1B | 27.9 | +49% |
| TSM | $439.00 | +2.4% | 1.0x | $2.28T | 32.5 | +26% |
| WDC | $477.30 | +2.1% | 0.8x | $172.1B | 17.7 | +39% |
| KLAC | $188.98 | +1.8% | 1.0x | $246.9B | 51.5 | +24% |
| SMCI | $40.26 | +1.7% | 0.7x | $26.0B | 12.3 | +5% |
| VST | $151.72 | +1.6% | 1.6x | $50.9B | 25.6 | +43% |
| GNRC | $190.21 | +1.5% | 0.7x | $11.2B | 43.6 | +49% |
| HUBB | $464.75 | +0.9% | 0.7x | $24.6B | 27.5 | +22% |
| MRVL | $225.41 | +0.8% | 0.6x | $202.6B | 74.6 | +26% |
| POWL | $182.49 | +0.7% | 1.0x | $6.6B | 35.0 | +53% |
| ANET | $194.96 | +0.6% | 0.6x | $245.9B | 61.7 | +24% |
| CEG | $299.05 | +0.0% | 1.1x | $106.0B | 29.3 | +16% |
| CSCO | $109.17 | -0.0% | 0.7x | $430.4B | 32.8 | +26% |
| GOOGL | $338.36 | -0.0% | 0.7x | $4.14T | 17.0 | +26% |
| META | $613.48 | -0.5% | 1.0x | $1.56T | 23.1 | +23% |
| AMZN | $256.97 | -0.6% | 0.6x | $2.77T | 20.7 | +28% |
| MSFT | $493.95 | -1.2% | 0.5x | $3.67T | 27.5 | +16% |
| MOD | $192.35 | -1.2% | 0.9x | $10.2B | 72.0 | +61% |
| MU | $1000.26 | -1.6% | 0.6x | $1.13T | 22.6 | +51% |
| NVDA | $225.73 | -2.0% | 0.9x | $5.45T | 28.6 | +45% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| BKSY | $22.08 | +7.7% | 0.9x | $903.6M | +74% |
| RDW | $11.23 | +6.6% | 0.7x | $2.8B | +31% |
| ASTS | $66.12 | +6.1% | 0.8x | $25.7B | +20% |
| LUNR | $15.68 | +5.9% | 0.8x | $2.5B | +88% |
| DXYZ | $34.24 | +4.7% | 0.7x | $1.0B | - |
| VSAT | $77.75 | +3.2% | 0.8x | $10.7B | +34% |
| SPCE | $3.13 | +3.0% | 0.4x | $474.5M | +14% |
| RKLB | $65.87 | +2.5% | 1.1x | $42.1B | +68% |
| LMT | $536.15 | +2.1% | 1.1x | $123.7B | +19% |
| BWXT | $160.41 | +1.8% | 1.0x | $14.7B | +43% |
| MNTS | $4.25 | +1.7% | 0.3x | $93.3M | +88% |
| UFO | $44.34 | +1.5% | 0.3x | - | - |
| SPIR | $12.14 | +1.3% | 0.6x | $493.2M | +72% |
| IRDM | $47.80 | +1.2% | 0.3x | $5.1B | -12% |
| CW | $572.71 | +1.1% | 1.4x | $21.2B | +37% |
| ARKX | $32.52 | +0.9% | 0.4x | - | - |
| KTOS | $48.20 | +0.8% | 0.7x | $9.0B | +116% |
| NOC | $518.58 | +0.7% | 1.3x | $73.7B | +25% |
| XAR | $253.27 | +0.1% | 0.8x | - | - |
| PSN | $47.59 | +0.0% | 0.9x | $5.1B | +25% |
| DCO | $168.33 | +0.0% | 0.6x | $2.5B | +26% |
| SATS | $0.00 | +0.0% | - | - | - |
| GSAT | $82.22 | -0.1% | 0.4x | $10.7B | +10% |
| LHX | $255.74 | -0.3% | 0.9x | $47.6B | +33% |
| GE | $334.91 | -0.7% | 0.7x | $347.5B | +21% |
| BA | $210.73 | -0.7% | 0.8x | $166.4B | +30% |
| TDY | $605.08 | -0.9% | 0.6x | $28.0B | +25% |
| RTX | $198.81 | -1.0% | 0.7x | $267.9B | +18% |
| PL | $17.81 | -1.7% | 2.5x | $6.5B | +91% |
| WWD | $339.27 | -2.0% | 0.9x | $20.0B | +33% |
| HEI | $316.10 | -2.9% | 1.1x | $44.2B | +26% |
| HWM | $231.53 | -10.7% | 4.0x | $92.3B | +46% |