Thursday, September 10, 2026 - Generated 05:31 AM PT
Market color: Space stocks led a broad retreat as SpaceX's post-IPO momentum faded and a short-seller note called listed space names a 'reality check,' dragging ASTS, RKLB, RDW, and MNTS lower. AI semis were mixed — META surged on its new AI agent and MRVL/AMD rose on Piper Sandler's new Overweight AI-chip coverage — while crude topping $100 and multi-year Treasury yields kept macro pressure on the tape ahead of today's inflation report.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| ORCL | Oracle Corporation | After Close | $1.74 | $465.6B |
| ADBE | Adobe Inc. | After Close | $6.09 | $101.3B |
| SUHJY | Sun Hung Kai Properties Limited | Not Specified | - | $43.6B |
| SUHJF | Sun Hung Kai Properties Limited | Not Specified | - | $43.3B |
| FANDY | FirstRand Limited | Not Specified | - | $33.5B |
| FANDF | FirstRand Limited | Not Specified | - | $32.6B |
| CPRT | Copart, Inc. | After Close | $0.38 | $30.9B |
| SKHSF | Sekisui House, Ltd. | Not Specified | $92.41 | $13.2B |
| EMLAF | Empire Company Limited | Before Open | $1.04 | $7.7B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.2B |
| SLMAF | Sanlam Limited | Not Specified | - | $6.8B |
| DSGX | The Descartes Systems Group Inc. | After Close | $0.74 | $6.3B |
| M | Macy's, Inc. | Before Open | $0.19 | $5.7B |
| GRGDF | Groupe Dynamite Inc. | Before Open | $0.44 | $4.6B |
| FIZZ | National Beverage Corp. | After Close | $0.59 | $2.9B |
| WFRSF | West African Resources Limited | Not Specified | - | $2.8B |
| RH | RH | After Close | $3.22 | $2.6B |
| GENSF | Genus plc | Not Specified | - | $2.1B |
| VISIF | Visional, Inc. | Not Specified | $91.45 | $1.9B |
| UROY | Uranium Royalty Corp. | After Close | $0.07 | $1.8B |
Tracked stocks reporting today: ORCL (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| VRT | Vertiv | AI | $262.89 | -9.6% | 1.7x | Y |
| FLNC | Fluence Energy | AI | $10.12 | -8.3% | 0.8x | Y |
| VSAT | Viasat | Space | $72.36 | -6.9% | 0.6x | Y |
| META | Meta | AI | $653.69 | +6.6% | 1.9x | Y |
| ASTS | AST SpaceMobile | Space | $62.42 | -5.6% | 0.5x | Y |
| SPCE | Virgin Galactic | Space | $2.96 | -5.4% | 0.3x | Y |
| SPIR | Spire Global | Space | $11.49 | -5.4% | 0.6x | Y |
| DXYZ | Destiny Tech100 | Space | $32.60 | -4.8% | 0.5x | Y |
| RDW | Redwire | Space | $10.70 | -4.7% | 0.6x | Y |
| LUNR | Intuitive Machines | Space | $14.94 | -4.7% | 0.6x | Y |
| MNTS | Momentus | Space | $4.06 | -4.5% | 0.3x | Y |
| MRVL | Marvell | AI | $235.01 | +4.3% | 0.6x | Y |
| RKLB | Rocket Lab | Space | $63.07 | -4.3% | 1.2x | Y |
| MOD | Modine | AI | $185.97 | -3.3% | 0.6x | Y |
| PL | Planet Labs | Space | $17.22 | -3.3% | 1.3x | Y |
[Yahoo Finance](https://finance.yahoo.com/markets/article/coreweave-struggling-to-keep-up-with-demand-for-nvidia-chips-ceo-says-145336930.html) - A foldable iPhone is nice, but Apple still needs to improve its AI user experience — Apple (AAPL) is expected to unveil its foldable iPhone on Wednesday at its "Surprise and Shine" event. This will be CEO John Ternus's first product launch as chief executive. Sherwood News head of mar [Yahoo Finance Video](https://finance.yahoo.com/video/foldable-iphone-nice-apple-still-141232195.html) - Nvidia Stock Falls. DOJ Probes $20 Billion Groq Deal — Nvidia Stock Under Pressure as DOJ Probes Groq Deal Structure [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/nvidia-stock-falls-doj-probes-122547655.html)
[Zacks](https://finance.yahoo.com/technology/ai/articles/monolithic-vs-intel-chip-stock-121400380.html) - Here Are Thursday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Amgen, AngloGold Ashanti, Caterpilla — Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street analys [24/7 Wall St.](https://247wallst.com/investing/2026/09/10/here-are-thursdays-top-wall-street-analyst-research-calls-advanced-micro-devices-amgen-anglogold-ashanti-caterpillar-chewy-meta-platforms-novartis-nvidia-sk-hynix-and-more/) - Dow Jones Futures Rise, Techs Fall As Oil Prices, Yields Keep Climbing. Inflation Data Due. — Dow Jones futures edged higher early Thursday, while S&P 500 futures and Nasdaq futures fell. Crude oil prices and Treasury yields keep climbing. A key inflation report is on deck. The stock market ra [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-oil-prices-yields-meta-spacex-apple-iphone-inflation-data/?src=A00220&yptr=yahoo)
[Investing.com](https://finance.yahoo.com/technology/ai/articles/piper-sandler-lists-5-chip-112947928.html) - TSMC Posts Record Sales. Why AMD and Other Chip Stocks Are Falling. — Even record-breaking monthly revenue from the world’s biggest chip manufacturer isn’t reviving the faltering AI trade. [Barrons.com](https://www.barrons.com/articles/tsmc-stock-sales-taiwan-semi-88079076?siteid=yhoof2&yptr=yahoo) - Wall Street Is Wrong About These 2 Chip Stocks — Investors are missing the long-term opportunities for Broadcom and AMD. [Motley Fool](https://www.fool.com/investing/2026/09/10/wall-street-is-wrong-about-these-2-chip-stocks/)
[Investing.com](https://finance.yahoo.com/technology/ai/articles/piper-sandler-lists-5-chip-112947928.html) - Marvell Technology Targets $18B as AI Networking and Optics Fuel Growth — Marvell Technology (NASDAQ:MRVL) executives outlined the company’s expanding role in AI data-center infrastructure at Citi’s Global TMT Conference, pointing to growth opportunities in networking, opti [MarketBeat](https://www.marketbeat.com/instant-alerts/event-marvell-technology-targets-18b-as-ai-networking-and-optics-fuel-growth-2026-09-10/?utm_source=yahoofinance&utm_medium=yahoofinance) - Marvell Technology (MRVL) Stock Is Up, What You Need To Know — Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 4.3% in the afternoon session after the company announced plans to showcase its end-to-end AI data center connectivity and [StockStory](https://finance.yahoo.com/markets/stocks/articles/marvell-technology-mrvl-stock-know-004238914.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/10/alphabets-dip-is-a-clear-buying-opportunity/) - Oracle reports earnings today: AI spending bet faces its toughest test yet — Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soar [Investing.com](https://finance.yahoo.com/markets/stocks/articles/oracle-reports-earnings-today-ai-120454950.html) - What You Should Do With Microsoft As The Market De-Risks From Big Tech — Azure just crossed $100 billion in annual revenue and the stock is trading well off its highs, which raises an uncomfortable question about whether the selloff reflects a real problem or a market over [24/7 Wall St.](https://247wallst.com/investing/2026/09/10/what-you-should-do-with-microsoft-as-the-market-de-risks-from-big-tech/)
[Yahoo Finance Video](https://finance.yahoo.com/video/how-it-feels-to-handle-apples-foldable-iphone-duo-202001509.html) - A foldable iPhone is nice, but Apple still needs to improve its AI user experience — Apple (AAPL) is expected to unveil its foldable iPhone on Wednesday at its "Surprise and Shine" event. This will be CEO John Ternus's first product launch as chief executive. Sherwood News head of mar [Yahoo Finance Video](https://finance.yahoo.com/video/foldable-iphone-nice-apple-still-141232195.html) - Cathie Wood Just Made a Nearly $28 Million AI Swap — ARK bought Meta almost dollar for dollar against an Alphabet sale. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/cathie-wood-just-made-nearly-121618417.html)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/amazon-meta-google-confront-data-120046627.html) - Amazon books 6 more Arianespace launches for Kuiper satellites — The new deal brings Amazon's total Arianespace bookings to 24 launches as the company races to build out its broadband constellation [Quartz](https://qz.com/amazon-arianespace-kuiper-satellite-launches-091026) - Anthropic Discloses Fourth Unauthorized System Hack During Cybersecurity Tests — Amazon-backed (AMZN) Anthropic said Wednesday it discovered a fourth incident where its artificial i [MT Newswires](https://finance.yahoo.com/technology/ai/articles/anthropic-discloses-fourth-unauthorized-system-104642960.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/oracle-adobe-macys-set-release-120000373.html) - US Equity Futures Mixed Pre-Bell Thursday as Traders Await Inflation Data Amid Higher Oil Prices — US equity futures were mixed pre-bell Thursday as traders awaited the first of two key inflation rep [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-mixed-pre-121750501.html) - Oracle reports earnings today: AI spending bet faces its toughest test yet — Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soar [Investing.com](https://finance.yahoo.com/markets/stocks/articles/oracle-reports-earnings-today-ai-120454950.html)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-slips-despite-53-122227013.html) - Stock Market Today: Dow Barely Up Ahead Of Inflation Data; Nvidia Chipmaker Falls On Sales (Live Coverage) — Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-inflation-data-nvidia-chipmaker-tsmc/?src=A00220&yptr=yahoo) - Dow Jones Futures Rise, Techs Fall As Oil Prices, Yields Keep Climbing. Inflation Data Due. — Dow Jones futures edged higher early Thursday, while S&P 500 futures and Nasdaq futures fell. Crude oil prices and Treasury yields keep climbing. A key inflation report is on deck. The stock market ra [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-oil-prices-yields-meta-spacex-apple-iphone-inflation-data/?src=A00220&yptr=yahoo)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $46.74 | $104.20 | +122.9% |
| LUNR | Space | $14.94 | $29.50 | +97.5% |
| PL | Space | $17.22 | $34.00 | +97.4% |
| MNTS | Space | $4.06 | $8.00 | +97.0% |
| SPIR | Space | $11.49 | $20.88 | +81.7% |
| BKSY | Space | $21.61 | $38.42 | +77.8% |
| RKLB | Space | $63.07 | $111.00 | +76.0% |
| MOD | AI | $185.97 | $310.29 | +66.8% |
| POWL | AI | $180.26 | $280.00 | +55.3% |
| FLNC | AI | $10.12 | $15.47 | +52.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| META | $653.69 | +6.6% | 1.9x | $1.67T | 24.6 | +15% |
| MRVL | $235.01 | +4.3% | 0.6x | $211.2B | 77.6 | +21% |
| AMD | $521.10 | +3.0% | 0.8x | $850.7B | 133.3 | +18% |
| MU | $1027.77 | +2.8% | 0.6x | $1.16T | 22.6 | +47% |
| LITE | $988.98 | +1.1% | 0.9x | $88.7B | 29.7 | +16% |
| WDC | $482.28 | +1.0% | 0.5x | $173.9B | 17.7 | +38% |
| COHR | $303.48 | +0.5% | 0.8x | $59.4B | 73.5 | +37% |
| SCCO | $209.26 | +0.3% | 1.4x | $176.7B | 31.5 | -18% |
| CSCO | $109.43 | +0.2% | 0.5x | $431.4B | 32.9 | +26% |
| VST | $151.10 | -0.4% | 0.9x | $50.7B | 25.6 | +44% |
| MSFT | $491.65 | -0.5% | 0.3x | $3.65T | 27.4 | +16% |
| FCX | $76.23 | -0.5% | 0.7x | $109.5B | 37.4 | -6% |
| ORCL | $161.63 | -0.5% | 0.8x | $465.6B | 27.7 | +49% |
| TSM | $435.36 | -0.8% | 0.6x | $2.26T | 32.2 | +27% |
| AMAT | $468.85 | -0.8% | 0.4x | $372.1B | 40.8 | +37% |
| NVDA | $223.67 | -0.9% | 0.6x | $5.40T | 28.2 | +46% |
| ANET | $192.93 | -1.0% | 0.5x | $243.3B | 61.6 | +25% |
| AVGO | $364.38 | -1.1% | 1.0x | $1.73T | 46.5 | +46% |
| POWL | $180.26 | -1.2% | 0.7x | $6.6B | 35.0 | +55% |
| LRCX | $315.84 | -1.4% | 0.5x | $395.2B | 54.9 | +17% |
| ETN | $415.22 | -1.6% | 0.8x | $161.2B | 42.9 | +15% |
| CEG | $293.90 | -1.7% | 0.7x | $104.1B | 28.7 | +18% |
| AMZN | $252.40 | -1.8% | 0.7x | $2.72T | 20.3 | +30% |
| TLN | $319.67 | -1.9% | 1.0x | $15.3B | 10.4 | +44% |
| GNRC | $186.48 | -2.0% | 0.6x | $11.0B | 43.0 | +52% |
| ASML | $1729.52 | -2.0% | 0.6x | $664.3B | 58.5 | +25% |
| STX | $885.92 | -2.0% | 0.7x | $201.5B | 63.7 | +27% |
| GEV | $951.04 | -2.1% | 0.6x | $253.3B | 27.3 | +30% |
| HUBB | $454.97 | -2.1% | 0.8x | $24.0B | 27.0 | +24% |
| GOOGL | $330.65 | -2.3% | 1.1x | $4.04T | 16.6 | +30% |
| ABBNY | $96.90 | -2.7% | 0.2x | $175.5B | 35.6 | -5% |
| BE | $269.28 | -2.9% | 0.8x | $79.3B | 359.0 | +2% |
| KLAC | $182.91 | -3.2% | 0.7x | $239.0B | 51.5 | +28% |
| SMCI | $38.93 | -3.3% | 0.6x | $25.2B | 11.9 | +9% |
| MOD | $185.97 | -3.3% | 0.6x | $9.9B | 72.1 | +67% |
| FLNC | $10.12 | -8.3% | 0.8x | $1.9B | 79.1 | +53% |
| VRT | $262.89 | -9.6% | 1.7x | $101.2B | 59.5 | +29% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| HWM | $232.62 | +0.5% | 1.9x | $92.8B | +45% |
| SATS | $0.00 | +0.0% | - | - | - |
| WWD | $337.66 | -0.5% | 0.5x | $19.9B | +33% |
| NOC | $515.57 | -0.6% | 0.8x | $73.2B | +26% |
| RTX | $197.55 | -0.6% | 0.7x | $266.2B | +19% |
| GSAT | $81.68 | -0.7% | 0.6x | $10.6B | +10% |
| DCO | $166.38 | -1.2% | 0.6x | $2.5B | +27% |
| HEI | $312.32 | -1.2% | 0.9x | $43.6B | +27% |
| CW | $565.34 | -1.3% | 1.1x | $20.9B | +39% |
| IRDM | $47.06 | -1.5% | 0.3x | $5.0B | -11% |
| TDY | $595.23 | -1.6% | 0.8x | $27.6B | +27% |
| BA | $206.42 | -2.0% | 0.8x | $163.0B | +33% |
| LHX | $250.41 | -2.1% | 0.8x | $46.6B | +36% |
| ARKX | $31.84 | -2.1% | 0.4x | - | - |
| BKSY | $21.61 | -2.1% | 0.9x | $884.4M | +78% |
| LMT | $524.46 | -2.2% | 1.1x | $121.0B | +22% |
| BWXT | $156.71 | -2.3% | 0.6x | $14.4B | +46% |
| XAR | $246.70 | -2.6% | 0.8x | - | - |
| PSN | $46.29 | -2.7% | 0.6x | $4.9B | +28% |
| GE | $325.42 | -2.8% | 1.2x | $337.6B | +24% |
| UFO | $43.06 | -2.9% | 0.3x | - | - |
| KTOS | $46.74 | -3.0% | 1.1x | $8.8B | +123% |
| PL | $17.22 | -3.3% | 1.3x | $6.3B | +97% |
| RKLB | $63.07 | -4.3% | 1.2x | $40.3B | +76% |
| MNTS | $4.06 | -4.5% | 0.3x | $89.2M | +97% |
| LUNR | $14.94 | -4.7% | 0.6x | $2.4B | +98% |
| RDW | $10.70 | -4.7% | 0.6x | $2.7B | +37% |
| DXYZ | $32.60 | -4.8% | 0.5x | $993.2M | - |
| SPIR | $11.49 | -5.4% | 0.6x | $466.8M | +82% |
| SPCE | $2.96 | -5.4% | 0.3x | $448.7M | +20% |
| ASTS | $62.42 | -5.6% | 0.5x | $24.3B | +28% |
| VSAT | $72.36 | -6.9% | 0.6x | $10.0B | +44% |