Thursday, September 17, 2026 - Generated 05:52 AM PT
Market color: U.S. futures rebounded on day two after the Fed's rate hike and hawkish comments from Governor Warsh, with chip and memory names leading higher. AI infrastructure themes dominated pre-market action — Nebius jumped ~11% on ~20% GPU cloud price hikes, Generac surged on an $8B Amazon data-center generator deal, and co-packaged-optics/networking names (COHR, LITE) rallied on strong Ciena guidance.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| HELNF | Helvetia Baloise Holding AG | Not Specified | - | $25.8B |
| NXGPF | NEXT plc | Not Specified | - | $23.6B |
| ALEGF | Allegro.eu S.A. | Not Specified | $3.65 | $9.7B |
| PPOEF | PGE Polska Grupa Energetyczna S.A. | Not Specified | - | $8.0B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.3B |
| VRBCF | Virbac SA | Not Specified | - | $3.2B |
| ADZZF | Advance Residence Investment Corpor | Not Specified | - | $3.0B |
| SEYMF | Solaria EnergÃa y Medio Ambiente, S | Not Specified | $0.31 | $2.8B |
| MMTHF | Momentum Group Limited | Not Specified | - | $2.8B |
| CZGZF | Colt CZ Group SE | Not Specified | $11.4 | $2.8B |
| RBTEF | Robertet SA | Not Specified | - | $1.9B |
| HGRAF | HydroGraph Clean Power Inc. | After Close | - | $1.2B |
| ADSE | ADS-TEC Energy PLC | After Close | - | $842.1M |
| GDRZF | Gold Reserve Ltd. | After Close | - | $724.1M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $494.7M |
| RZLT | Rezolute, Inc. | After Close | $-0.14 | $383.2M |
| SRBIF | Serabi Gold plc | Not Specified | - | $320.5M |
| CPFXF | Copper Fox Metals Inc. | After Close | - | $304.8M |
| SLUNF | Solutions 30 SE | Not Specified | - | $304.1M |
| UURAF | Ucore Rare Metals Inc. | After Close | $-0.02 | $272.2M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| LITE | Lumentum | AI | $919.40 | +9.6% | 1.4x | Y |
| COHR | Coherent | AI | $289.93 | +6.9% | 1.2x | Y |
| GEV | GE Vernova | AI | $925.09 | +4.8% | 1.4x | Y |
| BE | Bloom Energy | AI | $270.02 | +4.1% | 0.9x | Y |
| POWL | Powell Industries | AI | $177.71 | +3.7% | 0.8x | Y |
| BA | Boeing | Space | $201.96 | -3.7% | 2.3x | Y |
| SPCE | Virgin Galactic | Space | $2.93 | -3.6% | 0.7x | Y |
| MRVL | Marvell | AI | $229.71 | +3.6% | 0.6x | Y |
| SMCI | Super Micro | AI | $36.85 | +3.4% | 0.6x | Y |
| DCO | Ducommun | Space | $171.52 | +3.1% | 1.3x | Y |
| FLNC | Fluence Energy | AI | $9.05 | -2.7% | 1.1x | Y |
| ANET | Arista | AI | $197.54 | +2.4% | 0.6x | Y |
| CSCO | Cisco | AI | $107.74 | -2.1% | 0.7x | Y |
| VRT | Vertiv | AI | $239.41 | +2.0% | 0.9x | Y |
| ORCL | Oracle | AI | $143.16 | +2.0% | 1.0x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| WWD | Space | 2.45M | 714.0K | 3.4x | -0.3% |
| BA | Space | 12.85M | 5.61M | 2.3x | -3.7% |
[Yahoo Finance Video](https://finance.yahoo.com/video/frontier-ai-developers-must-liable-150955074.html) - Amodei and Huang lay out paths for AI: ‘Set standards’ or ‘pace yourself’? — Anthropic CEO Dario Amodei and Nvidia (NVDA) CEO Jensen Huang laid out their visions for AI development during remarks at Salesforce’s Dreamforce conference in San Francisco, with Amodei focusing on s [Yahoo Finance Video](https://finance.yahoo.com/video/amodei-huang-lay-paths-ai-135114535.html) - SpaceX Investors Just Got Some Bad News From Anthropic Founder Dario Amodei — The pace of artificial intelligence (AI) development might be set for a slowdown. [Motley Fool](https://www.fool.com/investing/2026/09/17/spacex-investors-bad-news-anthropic-dario-amodei/)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-sp-500-fed-rate-hike-warsh-amd-bloom-energy-stocks-to-watch/?src=A00220&yptr=yahoo) - Nebius Stock Jumps 9% After Raising GPU Rates — H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85 [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/nebius-stock-jumps-9-raising-121106422.html) - Advanced Micro Devices vs. Texas Instruments: Which Tech Stock Is a Better Buy in 2026? — AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off. [Motley Fool](https://www.fool.com/coverage/better-buy/2026/09/17/advanced-micro-devices-vs-texas-instruments-which-tech-stock-is-a-better-buy-in-2026/)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/17/marvell-technology-dropped-by-25-in-3-months-this-trusted-analyst-says-75-returns-are-coming-in-the-next-year/) - Semiconductor Sell-Off: 1 AI Chip Stock to Buy, 1 to Hold, and 1 to Sell After Broadcom's Beat — Investing in the semiconductor space requires a nuanced approach. [Motley Fool](https://www.fool.com/investing/2026/09/17/semiconductor-sell-off-1-ai-chip-stock-to-buy-1-to/) - Billionaire Stanley Druckenmiller Dumped Broadcom and 11X'd His Fund's Stake in This Trillion-Dollar Dual-Industry Leade — One of the stock market’s most successful and active money managers is making eyebrow-raising moves within the artificial intelligence (AI) arena. [Motley Fool](https://www.fool.com/investing/2026/09/17/billionaire-stanley-druckenmiller-dumped-broadcom-11x-fund-stake-in-trillion-dollar-dual-industry-leader/)
[Motley Fool](https://www.fool.com/coverage/better-buy/2026/09/17/applied-materials-vs-marvell-technology-which-tech-stock-is-a-better-buy-in-2026/) - Marvell Technology Dropped By 25% in 3 Months: This Trusted Analyst Says 75% Returns Are Coming In The Next Year — Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff tha [24/7 Wall St.](https://247wallst.com/investing/2026/09/17/marvell-technology-dropped-by-25-in-3-months-this-trusted-analyst-says-75-returns-are-coming-in-the-next-year/) - AMD, Intel, Amazon, Generac, Lennar, and More Stocks That Explain Today’s Market — FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the [Barrons.com](https://www.barrons.com/articles/stock-movers-be111893?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/worried-software-semiconductor-stocks-ai-141500749.html) - The Biggest Catalyst for Alphabet Stock May Not Be Search — Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift mea [24/7 Wall St.](https://247wallst.com/investing/2026/09/17/the-biggest-catalyst-for-alphabet-stock-may-not-be-search/) - What's Happening With NBIS Stock? — Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the [Trefis](https://www.trefis.com/articles/615654/whats-happening-with-nbis-stock/2026-09-17)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/tesla-must-prove-cybercab-is-legal-to-sell-nhtsa-says-153610647.html) - The Biggest Catalyst for Alphabet Stock May Not Be Search — Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift mea [24/7 Wall St.](https://247wallst.com/investing/2026/09/17/the-biggest-catalyst-for-alphabet-stock-may-not-be-search/) - Alphabet’s Core Business Is Printing Cash Faster Than Regulators Can Write Fines — Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every [24/7 Wall St.](https://247wallst.com/investing/2026/09/17/alphabets-core-business-is-printing-cash-faster-than-regulators-can-write-fines/)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/tesla-must-prove-cybercab-is-legal-to-sell-nhtsa-says-153610647.html) - How worried should software, semiconductor stocks be about AI risks? — SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and [Yahoo Finance Video](https://finance.yahoo.com/video/worried-software-semiconductor-stocks-ai-141500749.html) - Amazon takes warrant stake in Generac in $8 billion generator deal — Generac stock surged more than 40% after Amazon secured rights to buy up to 1.69 million shares tied to data center generator deliveries [Quartz](https://qz.com/amazon-generac-warrant-backup-generators-data-centers-091726)
[Yahoo Finance Video](https://finance.yahoo.com/video/worried-software-semiconductor-stocks-ai-141500749.html) - Oracle’s 2026 Cratering: This Pro Is Sure It Will Nearly Triple in the Next 12 Months — Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that would nearly [24/7 Wall St.](https://247wallst.com/investing/2026/09/17/oracles-2026-cratering-this-pro-is-sure-it-will-nearly-triple-in-the-next-12-months/) - 1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge — TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom. [Motley Fool](https://www.fool.com/investing/2026/09/17/1-ai-stock-poised-to-outperform-micron-and-sandisk/)
[24/7 Wall St.](https://247wallst.com/investing/etf/2026/09/17/what-to-watch-aifr/) - Stock Market Today, Sept. 16: Intel Jumps on SK Hynix Memory-Chip Manufacturing Talks — Today, Sept. 16, 2026, reports of U.S. foundry negotiations fueled a 4% rally, while analysts lifted price targets citing AI and data-center upside. [Motley Fool](https://www.fool.com/coverage/stock-market-today/2026/09/16/stock-market-today-sept-16-intel-jumps-on-sk-hynix-memory-chip-manufacturing-talks/) - TSMC Gains as 2-Nanometer Chips Enter the Smartphone Race — MediaTek's dual-node launch turns TSMC's newest manufacturing process into a consumer product with near-term commercial visibility. [GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-gains-2-nanometer-chips-203252002.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.59 | $102.76 | +115.9% |
| LUNR | Space | $13.87 | $29.50 | +112.7% |
| PL | Space | $16.02 | $34.00 | +112.2% |
| MNTS | Space | $4.09 | $8.00 | +95.6% |
| SPIR | Space | $11.49 | $20.88 | +81.7% |
| BKSY | Space | $21.52 | $38.42 | +78.5% |
| RKLB | Space | $63.70 | $109.37 | +71.7% |
| MOD | AI | $181.18 | $310.29 | +71.3% |
| ORCL | AI | $143.16 | $239.00 | +66.9% |
| FLNC | AI | $9.05 | $15.11 | +66.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| LITE | $919.40 | +9.6% | 1.4x | $82.5B | 23.2 | +25% |
| COHR | $289.93 | +6.9% | 1.2x | $56.8B | 70.4 | +43% |
| GEV | $925.09 | +4.8% | 1.4x | $246.4B | 26.5 | +34% |
| BE | $270.02 | +4.1% | 0.9x | $79.5B | 346.2 | +4% |
| POWL | $177.71 | +3.7% | 0.8x | $6.5B | 34.0 | +58% |
| MRVL | $229.71 | +3.6% | 0.6x | $206.4B | 76.3 | +26% |
| SMCI | $36.85 | +3.4% | 0.6x | $23.8B | 10.9 | +15% |
| ANET | $197.54 | +2.4% | 0.6x | $249.1B | 62.5 | +22% |
| VRT | $239.41 | +2.0% | 0.9x | $92.2B | 54.0 | +41% |
| ORCL | $143.16 | +2.0% | 1.0x | $432.9B | 22.4 | +67% |
| TLN | $287.60 | +1.9% | 1.0x | $13.8B | 9.3 | +60% |
| AMD | $512.50 | +1.6% | 0.9x | $836.6B | 131.4 | +20% |
| STX | $783.18 | +1.5% | 0.7x | $178.1B | 56.5 | +44% |
| ETN | $397.80 | +1.4% | 0.8x | $154.5B | 40.5 | +20% |
| MOD | $181.18 | +1.3% | 0.6x | $9.6B | 67.6 | +71% |
| TSM | $417.72 | +1.2% | 0.8x | $2.17T | 31.1 | +32% |
| WDC | $416.97 | +1.2% | 0.9x | $150.3B | 15.5 | +60% |
| ABBNY | $94.67 | +1.1% | 0.0x | $171.5B | 34.8 | -3% |
| NVDA | $213.90 | +0.8% | 0.7x | $5.17T | 27.0 | +54% |
| ASML | $1602.22 | +0.7% | 0.8x | $615.4B | 54.6 | +33% |
| META | $673.31 | +0.5% | 0.9x | $1.72T | 25.4 | +13% |
| SCCO | $189.88 | +0.3% | 0.8x | $160.3B | 28.5 | -10% |
| HUBB | $439.07 | +0.1% | 0.6x | $23.2B | 26.0 | +29% |
| AVGO | $339.51 | +0.1% | 1.0x | $1.62T | 43.3 | +57% |
| GNRC | $175.11 | +0.0% | 1.4x | $10.3B | 40.3 | +66% |
| MU | $926.55 | -0.1% | 0.5x | $1.05T | 21.0 | +63% |
| CEG | $259.53 | -0.1% | 0.9x | $92.0B | 25.4 | +34% |
| FCX | $69.24 | -0.2% | 0.8x | $99.4B | 33.9 | +4% |
| KLAC | $167.36 | -0.4% | 0.6x | $218.7B | 45.6 | +40% |
| LRCX | $269.23 | -0.6% | 0.7x | $336.9B | 46.7 | +39% |
| GOOGL | $342.87 | -0.6% | 0.6x | $4.19T | 17.2 | +25% |
| VST | $140.39 | -0.8% | 0.9x | $47.1B | 23.7 | +55% |
| AMZN | $245.96 | -1.0% | 0.7x | $2.65T | 19.8 | +33% |
| MSFT | $490.30 | -1.4% | 0.5x | $3.64T | 27.3 | +17% |
| AMAT | $415.38 | -1.4% | 0.6x | $329.6B | 35.8 | +54% |
| CSCO | $107.74 | -2.1% | 0.7x | $424.8B | 33.0 | +28% |
| FLNC | $9.05 | -2.7% | 1.1x | $1.7B | 51.0 | +67% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DCO | $171.52 | +3.1% | 1.3x | $2.6B | +24% |
| GE | $312.90 | +1.9% | 1.1x | $324.7B | +28% |
| MNTS | $4.09 | +1.7% | 0.3x | $89.8M | +96% |
| DXYZ | $30.75 | +1.6% | 0.6x | $936.8M | - |
| HWM | $227.73 | +1.4% | 1.1x | $90.8B | +48% |
| CW | $570.04 | +1.3% | 1.6x | $21.1B | +38% |
| HEI | $299.43 | +0.9% | 0.8x | $41.8B | +32% |
| ASTS | $59.27 | +0.9% | 0.5x | $23.1B | +34% |
| LMT | $537.25 | +0.7% | 0.8x | $124.0B | +19% |
| RTX | $196.83 | +0.7% | 0.8x | $265.3B | +19% |
| BKSY | $21.52 | +0.7% | 0.8x | $880.7M | +78% |
| VSAT | $70.95 | +0.5% | 0.7x | $9.8B | +46% |
| TDY | $601.10 | +0.4% | 0.9x | $27.8B | +26% |
| LHX | $250.74 | +0.4% | 0.8x | $46.7B | +36% |
| IRDM | $47.28 | +0.4% | 0.5x | $5.0B | -11% |
| RDW | $10.79 | +0.4% | 0.6x | $2.7B | +36% |
| XAR | $242.29 | +0.3% | 1.0x | - | - |
| RKLB | $63.70 | +0.2% | 0.8x | $40.7B | +72% |
| ARKX | $31.58 | +0.2% | 0.9x | - | - |
| UFO | $42.96 | +0.2% | 0.2x | - | - |
| GSAT | $81.90 | +0.1% | 0.6x | $10.6B | +10% |
| SATS | $0.00 | +0.0% | - | - | - |
| PL | $16.02 | +0.0% | 0.9x | $5.8B | +112% |
| LUNR | $13.87 | +0.0% | 0.7x | $2.2B | +113% |
| KTOS | $47.59 | -0.1% | 0.9x | $8.9B | +116% |
| NOC | $530.78 | -0.1% | 0.6x | $75.4B | +22% |
| WWD | $318.45 | -0.3% | 3.4x | $18.8B | +38% |
| PSN | $46.49 | -0.3% | 0.7x | $5.0B | +28% |
| BWXT | $145.66 | -0.7% | 1.0x | $13.3B | +56% |
| SPIR | $11.49 | -0.9% | 0.6x | $449.4M | +82% |
| SPCE | $2.93 | -3.6% | 0.7x | $444.2M | +22% |
| BA | $201.96 | -3.7% | 2.3x | $159.5B | +36% |