Tuesday, September 15, 2026 - Generated 05:32 AM PT
Market color: AI infrastructure stocks sold off sharply in the pre-market after Anthropic and OpenAI CEOs united to call for a deliberate slowdown in frontier AI development, hitting chips, memory, chip equipment, and data-center power names while traders braced for a widely expected rate hike at today's FOMC meeting. Aerospace/defense also slipped after Melius downgraded several aviation aftermarket names to Hold.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| TRPCF | Trip.com Group Limited | Not Specified | $5.05 | $24.9B |
| TCOM | Trip.com Group Limited | After Close | $5.74 | $24.6B |
| PPOEF | PGE Polska Grupa Energetyczna S.A. | Not Specified | - | $8.0B |
| FPS | Forgent Power Solutions, Inc. | Before Open | $0.24 | $7.4B |
| GKTRF | Gek Terna S.A. | Not Specified | - | $5.1B |
| NHPEF | New Hope Corporation Limited | Not Specified | - | $4.0B |
| JTCPF | JTC PLC | Not Specified | - | $3.1B |
| EXALF | Exail Technologies | Not Specified | - | $2.5B |
| KIERF | Kier Group plc | Not Specified | - | $1.6B |
| TRTPF | Trustpilot Group plc | Not Specified | - | $1.4B |
| ASKLF | ASKUL Corporation | Not Specified | $-1.49 | $1.1B |
| IPZYF | IP Group Plc | Not Specified | - | $799.9M |
| GDRZF | Gold Reserve Ltd. | After Close | - | $710.7M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $526.8M |
| ASYTF | Assystem S.A. | Not Specified | - | $523.8M |
| MCBRF | McBride plc | Not Specified | - | $441.4M |
| SCPPF | S4 Capital plc | Not Specified | - | $402.8M |
| CLIUF | City of London Investment Group Plc | Not Specified | - | $332.3M |
| SRBIF | Serabi Gold plc | Not Specified | - | $320.5M |
| CPFXF | Copper Fox Metals Inc. | After Close | - | $310.7M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| COHR | Coherent | AI | $266.50 | -12.7% | 1.6x | Y |
| LITE | Lumentum | AI | $835.03 | -9.9% | 1.0x | Y |
| GEV | GE Vernova | AI | $874.76 | -8.6% | 1.3x | Y |
| TLN | Talen Energy | AI | $286.52 | -8.4% | 1.4x | Y |
| SMCI | Super Micro | AI | $36.74 | -8.4% | 0.8x | Y |
| LRCX | Lam Research | AI | $273.49 | -8.3% | 1.2x | Y |
| VRT | Vertiv | AI | $237.39 | -7.6% | 1.8x | Y |
| ETN | Eaton | AI | $393.16 | -7.6% | 1.4x | Y |
| MRVL | Marvell | AI | $218.82 | -7.3% | 0.7x | Y |
| ASML | ASML | AI | $1575.15 | -7.3% | 1.2x | Y |
| CEG | Constellation Energy | AI | $264.57 | -7.1% | 1.2x | Y |
| AMAT | Applied Materials | AI | $424.21 | -7.1% | 0.9x | Y |
| BE | Bloom Energy | AI | $257.05 | -6.8% | 1.0x | Y |
| POWL | Powell Industries | AI | $170.70 | -6.5% | 0.6x | Y |
| KLAC | KLA Corp | AI | $169.09 | -6.4% | 1.0x | Y |
[Yahoo Finance Video](https://finance.yahoo.com/video/tech-pulls-back-ai-concerns-143900977.html) - Chip stocks fall as oil prices gain, Treasury yields stay elevated: AlphaCheck — Here's a check of the markets in the first few minutes of trading. [Yahoo Finance](https://finance.yahoo.com/markets/article/chip-stocks-fall-as-oil-prices-gain-treasury-yields-stay-elevated-alphacheck-134519544.html) - IREN Draws a Two-Notch Upgrade on Neocloud Pricing — IREN raised expected 2026 ARR to $4.0 billion from $3.4 billion in November [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/iren-draws-two-notch-upgrade-122036256.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/tech-pulls-back-ai-concerns-143900977.html) - Chip stocks fall as oil prices gain, Treasury yields stay elevated: AlphaCheck — Here's a check of the markets in the first few minutes of trading. [Yahoo Finance](https://finance.yahoo.com/markets/article/chip-stocks-fall-as-oil-prices-gain-treasury-yields-stay-elevated-alphacheck-134519544.html) - AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says — NVIDIA (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amode [Investing.com](https://finance.yahoo.com/technology/ai/articles/ai-chip-sell-off-overblown-120855997.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/tech-pulls-back-ai-concerns-143900977.html) - Broadcom’s Real Constraint Isn’t Demand. It’s Supply. — Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/broadcom-real-constraint-isn-t-122658190.html) - AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says — NVIDIA (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amode [Investing.com](https://finance.yahoo.com/technology/ai/articles/ai-chip-sell-off-overblown-120855997.html)
[StockStory](https://finance.yahoo.com/markets/stocks/articles/applied-materials-lam-research-monolithic-235530873.html) - Stocks to Watch Monday Recap: Nvidia, Oracle, SoftBank — ↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand. [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-14-2026/card/stocks-to-watch-monday-nvidia-oracle-softbank-z8oHxWLCC1rwQAwr0oUs?siteid=yhoof2&yptr=yahoo) - Which Tech Stocks Are Getting Hit Hardest Today — The technology sector was the S&P 500's worst performer today, down 1.7%. Here are some of the tech names getting hit hardest: Corning, down 14% (worst performer in the S&P 500) Teradyne, down 13 [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-14-2026/card/which-tech-stocks-are-getting-hit-hardest-today-NXMZGdwdwqjvnj32Ghbc?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/article/wall-street-pushes-back-on-anthropics-warning-as-ai-spending-expected-to-roll-on-chart-of-the-day-100000270.html) - Tech pulls back on AI concerns, cybersecurity takes a step up — Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighti [Yahoo Finance Video](https://finance.yahoo.com/video/tech-pulls-back-ai-concerns-143900977.html) - Wall St futures slip as rising oil, Treasury yields compound AI anxiety — By Niket Nishant and Tharuniyaa Lakshmi Sept 15 (Reuters) - U.S. stock index futures slipped on Tuesday as higher crude prices, elevated Treasury yields and an uncertain outlook for AI demand kept [Reuters](https://finance.yahoo.com/markets/stocks/articles/wall-st-futures-slip-rising-085541502.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/wall-street-pushes-back-on-anthropics-warning-as-ai-spending-expected-to-roll-on-chart-of-the-day-100000270.html) - Broadcom’s Real Constraint Isn’t Demand. It’s Supply. — Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/broadcom-real-constraint-isn-t-122658190.html) - Cathie Wood Makes Striking Switch Between AI Stock Giants — One portfolio shift stands out from Wood's latest moves [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/cathie-wood-makes-striking-switch-121942854.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/wall-street-pushes-back-on-anthropics-warning-as-ai-spending-expected-to-roll-on-chart-of-the-day-100000270.html) - The AI Company You Haven't Heard of -- But Should Keep on Your Radar — AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that. [Motley Fool](https://www.fool.com/investing/2026/09/15/the-ai-company-you-havent-heard-of-but-should-keep/) - Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit. Amazon and Alphabet Investors Should Read the — Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/anthropic-expects-second-straight-quarter-094740403.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/expect-ahead-feds-september-interest-144140180.html) - Anthropic, OpenAI now want to tame the rapid pace of AI development — Anthropic (ANTH.PVT) CEO Dario Amodei and OpenAI (OPAI.PVT) CEO Sam Altman are in agreement that the AI industry needs to pace its development. Yahoo Finance's Jake Conley and Pras Subramanian are joi [Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-openai-now-want-to-tame-the-rapid-pace-of-ai-development-133545450.html) - Jim Cramer Said This AI Stock Has A Clever Technology Chief — Data center computing infrastructure provider Oracle Corporation (NYSE:ORCL) is one of the most discussed stocks in the AI space. The shares are down by more than 50% over the past year. Over this tim [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-said-ai-stock-110744425.html)
[Investing.com](https://finance.yahoo.com/technology/ai/articles/ai-chip-sell-off-overblown-120855997.html) - 5 Top AI Stocks to Buy on the Dip as Slowdown Fears Hit Markets — The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone. [Zacks](https://finance.yahoo.com/technology/ai/articles/5-top-ai-stocks-buy-203700535.html) - ASML Drops 5.4% as Customers Prepare for $400 Million Machines — High-NA adoption strengthens the technology roadmap, but customers must justify a much larger equipment bill. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/asml-drops-5-4-customers-181746176.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.58 | $102.76 | +116.0% |
| LUNR | Space | $13.88 | $29.50 | +112.5% |
| PL | Space | $16.20 | $34.00 | +109.9% |
| MNTS | Space | $4.02 | $8.00 | +99.0% |
| BKSY | Space | $20.80 | $38.42 | +84.7% |
| SPIR | Space | $11.34 | $20.88 | +84.1% |
| RKLB | Space | $62.55 | $109.37 | +74.8% |
| MOD | AI | $182.18 | $310.29 | +70.3% |
| ORCL | AI | $144.79 | $239.00 | +65.1% |
| POWL | AI | $170.70 | $280.00 | +64.0% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| GOOGL | $349.39 | +3.2% | 1.2x | $4.27T | 17.5 | +22% |
| META | $665.60 | +2.7% | 1.1x | $1.70T | 25.1 | +14% |
| MSFT | $505.41 | +2.0% | 0.7x | $3.75T | 28.2 | +13% |
| AMZN | $253.54 | -1.3% | 0.7x | $2.73T | 20.4 | +29% |
| CSCO | $110.06 | -1.8% | 0.6x | $433.9B | 33.1 | +25% |
| FCX | $69.34 | -2.4% | 0.8x | $99.6B | 34.0 | +4% |
| SCCO | $188.35 | -2.7% | 0.7x | $159.0B | 28.2 | -9% |
| STX | $805.55 | -3.0% | 0.9x | $183.2B | 57.8 | +40% |
| NVDA | $210.96 | -3.4% | 1.0x | $5.09T | 26.7 | +56% |
| TSM | $418.01 | -3.5% | 1.1x | $2.17T | 31.0 | +32% |
| ABBNY | $92.77 | -3.5% | 0.1x | $168.0B | 34.1 | -1% |
| ORCL | $144.79 | -3.7% | 1.3x | $417.1B | 22.7 | +65% |
| MOD | $182.18 | -3.8% | 1.0x | $9.7B | 68.0 | +70% |
| HUBB | $442.38 | -3.9% | 0.8x | $23.4B | 26.2 | +28% |
| AMD | $493.41 | -4.4% | 1.0x | $805.5B | 126.5 | +25% |
| WDC | $426.94 | -4.5% | 0.8x | $153.9B | 15.8 | +56% |
| AVGO | $344.72 | -4.8% | 1.3x | $1.65T | 44.0 | +54% |
| VST | $140.73 | -5.2% | 1.2x | $47.2B | 23.8 | +54% |
| FLNC | $9.41 | -5.2% | 0.7x | $1.7B | 73.5 | +60% |
| MU | $924.03 | -5.3% | 0.7x | $1.04T | 20.9 | +64% |
| GNRC | $176.98 | -5.4% | 1.1x | $10.4B | 40.7 | +60% |
| ANET | $187.81 | -5.9% | 0.8x | $236.9B | 59.4 | +28% |
| KLAC | $169.09 | -6.4% | 1.0x | $220.9B | 46.1 | +38% |
| POWL | $170.70 | -6.5% | 0.6x | $6.2B | 32.7 | +64% |
| BE | $257.05 | -6.8% | 1.0x | $75.7B | 333.8 | +9% |
| AMAT | $424.21 | -7.1% | 0.9x | $336.7B | 36.6 | +51% |
| CEG | $264.57 | -7.1% | 1.2x | $93.7B | 25.8 | +32% |
| ASML | $1575.15 | -7.3% | 1.2x | $605.0B | 53.5 | +36% |
| MRVL | $218.82 | -7.3% | 0.7x | $196.7B | 72.5 | +32% |
| ETN | $393.16 | -7.6% | 1.4x | $152.7B | 40.0 | +22% |
| VRT | $237.39 | -7.6% | 1.8x | $91.4B | 53.7 | +42% |
| LRCX | $273.49 | -8.3% | 1.2x | $342.2B | 47.4 | +36% |
| SMCI | $36.74 | -8.4% | 0.8x | $23.8B | 11.3 | +15% |
| TLN | $286.52 | -8.4% | 1.4x | $13.7B | 9.3 | +60% |
| GEV | $874.76 | -8.6% | 1.3x | $233.0B | 25.1 | +41% |
| LITE | $835.03 | -9.9% | 1.0x | $74.9B | 21.0 | +38% |
| COHR | $266.50 | -12.7% | 1.6x | $52.2B | 64.5 | +56% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| SPCE | $3.02 | +3.4% | 0.5x | $457.8M | +18% |
| PSN | $46.94 | +2.6% | 0.7x | $5.0B | +26% |
| KTOS | $47.58 | +1.9% | 0.7x | $8.9B | +116% |
| NOC | $527.39 | +1.6% | 1.0x | $74.9B | +23% |
| LHX | $248.93 | +1.4% | 1.4x | $46.4B | +37% |
| LMT | $529.38 | +1.0% | 0.8x | $122.2B | +20% |
| BKSY | $20.80 | +0.9% | 0.8x | $851.2M | +85% |
| ASTS | $60.00 | +0.2% | 0.5x | $23.4B | +33% |
| SATS | $0.00 | +0.0% | - | - | - |
| BA | $210.27 | -0.1% | 0.6x | $166.1B | +31% |
| MNTS | $4.02 | -0.5% | 0.4x | $88.3M | +99% |
| GSAT | $81.99 | -0.6% | 0.5x | $10.6B | +10% |
| ARKX | $31.65 | -0.6% | 0.6x | - | - |
| RKLB | $62.55 | -0.6% | 0.7x | $40.0B | +75% |
| SPIR | $11.34 | -0.7% | 0.6x | $443.6M | +84% |
| UFO | $42.96 | -0.7% | 0.2x | - | - |
| BWXT | $148.53 | -1.1% | 1.2x | $13.6B | +54% |
| HWM | $227.13 | -1.1% | 0.9x | $90.6B | +48% |
| TDY | $597.11 | -1.1% | 0.7x | $27.7B | +27% |
| RTX | $195.34 | -1.2% | 0.8x | $263.3B | +20% |
| RDW | $10.49 | -1.2% | 0.5x | $2.6B | +40% |
| XAR | $242.83 | -1.3% | 1.2x | - | - |
| CW | $551.21 | -1.4% | 0.9x | $20.4B | +43% |
| PL | $16.20 | -1.5% | 0.8x | $5.9B | +110% |
| DXYZ | $31.57 | -1.7% | 0.6x | $961.8M | - |
| GE | $317.56 | -1.9% | 1.2x | $329.5B | +28% |
| IRDM | $46.18 | -2.4% | 0.8x | $4.9B | -9% |
| LUNR | $13.88 | -3.3% | 0.5x | $2.2B | +112% |
| VSAT | $71.64 | -3.6% | 0.5x | $9.9B | +45% |
| WWD | $324.67 | -3.7% | 1.6x | $19.2B | +36% |
| HEI | $303.75 | -3.9% | 1.0x | $42.5B | +30% |
| DCO | $164.50 | -4.8% | 0.8x | $2.5B | +29% |