Friday, September 18, 2026 - Generated 05:51 AM PT
Market color: Risk-on premarket tape: S&P 500 and Nasdaq futures climbed (~0.8%/~1%) after the Fed's inflation-fighting stance pulled Treasury yields lower, lifting AI chip, memory and server names. Space stocks extended their SpaceX-IPO-fueled momentum, while Generac surged on an Amazon backup-power deal and Fluence Energy fell on a guidance cut.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| PPOEF | PGE Polska Grupa Energetyczna S.A. | Not Specified | - | $8.0B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.6B |
| LEMIF | Leading Edge Materials Corp. | After Close | - | $45.1M |
| DYNDF | Dye & Durham Limited | Before Open | $0.12 | $32.9M |
| PSGCF | Pinnacle Silver and Gold Corp. | After Close | - | $11.8M |
| CLGN | CollPlant Biotechnologies Ltd. | Before Open | $-2.4 | $7.9M |
| NRGOF | After Close | - | - |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| GNRC | Generac | AI | $207.23 | +18.3% | 6.9x | Y |
| FLNC | Fluence Energy | AI | $7.66 | -15.4% | 4.2x | Y |
| SMCI | Super Micro | AI | $40.35 | +9.5% | 1.3x | Y |
| RDW | Redwire | Space | $11.55 | +7.0% | 0.8x | Y |
| LUNR | Intuitive Machines | Space | $14.79 | +6.6% | 0.9x | Y |
| RKLB | Rocket Lab | Space | $67.82 | +6.5% | 1.1x | Y |
| AMD | AMD | AI | $545.09 | +6.4% | 1.1x | Y |
| SPCE | Virgin Galactic | Space | $3.11 | +6.1% | 0.9x | Y |
| MNTS | Momentus | Space | $4.34 | +6.1% | 0.9x | Y |
| PL | Planet Labs | Space | $16.99 | +6.1% | 1.2x | Y |
| ASTS | AST SpaceMobile | Space | $62.71 | +5.8% | 0.7x | Y |
| BKSY | BlackSky | Space | $22.76 | +5.8% | 0.9x | Y |
| SPIR | Spire Global | Space | $12.14 | +5.7% | 0.9x | Y |
| MU | Micron | AI | $977.50 | +5.5% | 0.6x | Y |
| ORCL | Oracle | AI | $150.59 | +5.2% | 0.8x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| GNRC | AI | 8.02M | 1.16M | 6.9x | +18.3% |
| FLNC | AI | 33.69M | 8.03M | 4.2x | -15.4% |
| BA | Space | 11.74M | 5.65M | 2.1x | -2.5% |
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/why-salesforce-ceo-marc-benioff-thinks-ai-chip-king-nvidia-is-exquisite-094642002.html) - Step Aside, Nvidia: 1 Reason Why Meta Platforms Could Be the Best AI Stock to Buy in 2026. — In the long run, the infrastructure powering the AI boom could become commoditized, with more of the value going to the businesses creating applications. [Motley Fool](https://www.fool.com/investing/2026/09/18/nvidia-meta-platforms-best-ai-stock-buy-2026/) - Prediction: This Is Where Nvidia Stock Could Be by the End of Next Year — Nvidia shares have already delivered 900% over five years, but a specific multiple applied to a rising earnings estimate points to a price target that Wall Street has not yet penciled in. Here is the [24/7 Wall St.](https://247wallst.com/investing/2026/09/18/prediction-this-is-where-nvidia-stock-could-be-by-the-end-of-next-year/)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/one-stock-540-not-alone-122738308.html) - Dow Jones Futures: After S&P 500, Nasdaq Rebound, What's Next? Moderna, AMD, SpaceX Flash Buy Signals. — The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-sp500-nasdaq-moderna-amd-spacex-buy-signals/?src=A00220&yptr=yahoo) - Stock Market Today: Dow Wavers As Oil Extends Losses; Apple, AMD In Buy Zones (Live Coverage) — Stock Market Today: The Dow Jones index falls Friday as oil prices continue to drop. Apple, AMD, Micron and Sandisk are key movers. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-oil-prices-apple-amd-micron-sandisk/?src=A00220&yptr=yahoo)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/18/heres-when-nividias-dominance-fades-opening-broadcoms-era-of-dominance/) - AI Chips Update - BrainChip Expands Edge AI Capabilities With New Development Card — BrainChip Holdings Ltd. has launched the AKD1500 PCIe development card, designed to facilitate edge AI evaluation by enabling installation in standard PCIe slots of desktops and industrial PCs. This d [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-brainchip-expands-edge-113730246.html) - Nvidia vs. Broadcom: Whose AI Revenue Actually Grows Faster From Here? — Broadcom has higher AI revenue growth projections, but Nvidia's larger and more diversified business could make its growth more durable. [Motley Fool](https://www.fool.com/investing/2026/09/18/nvidia-broadcom-ai-revenue-forcast-growth/)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/one-stock-540-not-alone-122738308.html) - GlobalFoundries and Marvell agree on SiGe technology expansion — The companies aim to ramp up SiGe production in Vermont to meet rising demand for faster AI data-centre connectivity. [Verdict](https://www.verdict.co.uk/globalfoundries-marvell-sige-technology/) - Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint — Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targe [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/marvell-technology-mrvl-deepens-ai-031612345.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/10-year-treasury-yield-eases-oil-falls-to-100-alphacheck-134408021.html) - Cloud AI Update - Expanse Revolutionizes AI Efficiency With Precise Resource Allocation — Expanse has secured $5.3 million in seed funding to advance its AI infrastructure software, which is designed to enhance resource allocation efficiency in AI workloads. The platform predicts the exact [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/cloud-ai-expanse-revolutionizes-ai-123756470.html) - Satya Nadella Says Xi Jinping ‘Should Also Deeply Care’ About AI Safety — ‘It Doesn’t Make Sense’ for Risks to Concern O — Microsoft Corp.‘s CEO Satya Nadella said Xi Jinping’s China should also care about AI safety, weighing in on the broader discussion of AI’s impact on humans and the industry. Nadella Mulls China’s Rol [Benzinga](https://tech.yahoo.com/ai/articles/satya-nadella-says-xi-jinping-113109425.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/ai-agents-own-financial-infrastructure-164000831.html) - Lucid stock jumps on 25,000 robotaxi deal with Europe's Bolt — Lucid (LCID) stock jumped on Wednesday after the electric vehicle maker signed a major partnership with European ride-hailing platform Bolt to deploy at least 25,000 autonomous vehicles across major E [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/lucid-stock-jumps-on-25000-robotaxi-deal-with-europes-bolt-132433027.html) - Cloud AI Update - Expanse Revolutionizes AI Efficiency With Precise Resource Allocation — Expanse has secured $5.3 million in seed funding to advance its AI infrastructure software, which is designed to enhance resource allocation efficiency in AI workloads. The platform predicts the exact [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/cloud-ai-expanse-revolutionizes-ai-123756470.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/10-year-treasury-yield-eases-oil-falls-to-100-alphacheck-134408021.html) - The Morning Risk Report: Senators Ask FTC to Probe Walmart and Amazon Over Bots’ ‘Made in America’ Data — Plus: Tokenized stocks get the green light from U.S. regulator and credit card companies want AI bots to do your shopping. [The Wall Street Jour](https://www.wsj.com/risk-compliance-journal/the-morning-risk-report-senators-ask-ftc-to-probe-walmart-and-amazon-over-bots-made-in-america-data-e84cf6e7?siteid=yhoof2&yptr=yahoo) - ‘Big Short’ Investor Michael Burry Blasts Economic ‘Bubbles’ Enriching the Few at ‘Obscene Rates’ — “Big Short” investor Michael Burry criticized the economic “bubbles” that he believes are facilitating a wealth transfer to a select few. In a post on X late Tuesday, he criticized the system for crea [Benzinga](https://finance.yahoo.com/economy/articles/big-short-investor-michael-burry-104513220.html)
[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/cloud-ai-expanse-revolutionizes-ai-123756470.html) - Meta Vs. Oracle: The Laggards of AI Capex Payback Velocity — Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute every quarter with no cl [24/7 Wall St.](https://247wallst.com/investing/2026/09/18/meta-vs-oracle-the-laggards-of-ai-capex-payback-velocity/) - Oracle Tells Employees 'Doing More With Less' Isn’t The Goal After Recent Layoffs, CFO Urges 'Thoughtful' Spending: Repo — Oracle Corp‘s newly appointed CFO, Hilary Maxson, reportedly told employees that the company’s focus is not on “doing more with less” in her first company-wide meeting following recent layoffs. Maxson [Benzinga](https://finance.yahoo.com/technology/ai/articles/oracle-tells-employees-doing-more-094508947.html)
[Simply Wall St.](https://finance.yahoo.com/technology/articles/why-taiwan-semiconductor-manufacturing-tsm-101222060.html) - AMD Stock Rises Premarket: Report Flags Chip Price Hike Linked To TSMC Costs — Rising AI infrastructure costs are putting pressure on chip and cloud pricing. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/amd-stock-rises-premarket-report-flags-chip-price-hike-linked-to-tsmc-costs/cZtupybRB30) - Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands — Taiwan Semiconductor Manufacturing (NYSE:TSM) just picked up fresh attention after MediaTek chose its 2-nanometer process for the new Dimensity 9600 Pro, while keeping the broader 9600M line on TSMC’s [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-could-031716521.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.66 | $102.76 | +115.6% |
| PL | Space | $16.99 | $34.00 | +100.1% |
| LUNR | Space | $14.79 | $29.50 | +99.5% |
| MNTS | Space | $4.34 | $8.00 | +84.3% |
| SPIR | Space | $12.14 | $20.88 | +72.0% |
| BKSY | Space | $22.76 | $38.42 | +68.8% |
| MOD | AI | $184.86 | $310.29 | +67.8% |
| RKLB | Space | $67.82 | $109.37 | +61.3% |
| ORCL | AI | $150.59 | $239.00 | +58.7% |
| POWL | AI | $176.75 | $280.00 | +58.4% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| GNRC | $207.23 | +18.3% | 6.9x | $12.2B | 47.6 | +40% |
| SMCI | $40.35 | +9.5% | 1.3x | $26.1B | 12.4 | +5% |
| AMD | $545.09 | +6.4% | 1.1x | $889.8B | 139.1 | +13% |
| MU | $977.50 | +5.5% | 0.6x | $1.10T | 22.1 | +55% |
| ORCL | $150.59 | +5.2% | 0.8x | $455.3B | 23.6 | +59% |
| MRVL | $240.76 | +4.8% | 0.8x | $216.4B | 76.4 | +20% |
| BE | $280.76 | +4.0% | 0.9x | $82.7B | 369.4 | -0% |
| SCCO | $196.11 | +3.3% | 0.8x | $165.6B | 29.4 | -13% |
| TSM | $430.26 | +3.0% | 1.0x | $2.23T | 32.1 | +28% |
| ETN | $409.46 | +2.9% | 1.2x | $159.0B | 41.7 | +17% |
| STX | $803.13 | +2.5% | 1.0x | $182.6B | 57.8 | +40% |
| NVDA | $219.34 | +2.5% | 0.7x | $5.30T | 27.7 | +50% |
| FCX | $70.85 | +2.3% | 0.8x | $101.7B | 33.9 | +2% |
| CSCO | $110.24 | +2.3% | 0.8x | $434.6B | 32.3 | +25% |
| AVGO | $347.30 | +2.3% | 1.0x | $1.66T | 44.2 | +53% |
| VST | $143.56 | +2.3% | 0.9x | $48.2B | 24.2 | +52% |
| AMZN | $251.19 | +2.1% | 0.6x | $2.71T | 20.2 | +31% |
| COHR | $295.98 | +2.1% | 1.0x | $58.0B | 72.0 | +40% |
| MOD | $184.86 | +2.0% | 0.6x | $9.8B | 69.0 | +68% |
| TLN | $293.31 | +2.0% | 0.8x | $14.1B | 9.5 | +57% |
| ABBNY | $96.32 | +1.7% | - | $174.4B | 35.4 | -5% |
| ASML | $1629.67 | +1.7% | 0.8x | $626.0B | 55.6 | +31% |
| WDC | $423.87 | +1.7% | 0.8x | $152.8B | 15.7 | +57% |
| MSFT | $497.75 | +1.5% | 0.5x | $3.70T | 27.3 | +15% |
| META | $682.31 | +1.3% | 0.9x | $1.74T | 25.7 | +11% |
| GOOGL | $347.33 | +1.3% | 0.7x | $4.25T | 17.4 | +23% |
| CEG | $262.80 | +1.3% | 1.2x | $93.1B | 25.7 | +32% |
| ANET | $199.53 | +1.0% | 1.0x | $251.7B | 63.3 | +21% |
| KLAC | $168.98 | +1.0% | 0.8x | $220.8B | 46.0 | +38% |
| HUBB | $443.23 | +0.9% | 1.2x | $23.4B | 26.2 | +28% |
| VRT | $241.49 | +0.9% | 0.8x | $93.0B | 54.6 | +40% |
| AMAT | $417.40 | +0.5% | 0.8x | $331.2B | 35.8 | +54% |
| LRCX | $269.31 | +0.0% | 1.0x | $337.0B | 46.8 | +39% |
| GEV | $924.93 | -0.0% | 1.2x | $246.3B | 26.5 | +34% |
| POWL | $176.75 | -0.5% | 0.7x | $6.4B | 34.1 | +58% |
| LITE | $893.61 | -2.8% | 1.0x | $80.2B | 22.5 | +29% |
| FLNC | $7.66 | -15.4% | 4.2x | $1.4B | 43.1 | +49% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| RDW | $11.55 | +7.0% | 0.8x | $2.9B | +27% |
| LUNR | $14.79 | +6.6% | 0.9x | $2.4B | +100% |
| RKLB | $67.82 | +6.5% | 1.1x | $43.4B | +61% |
| SPCE | $3.11 | +6.1% | 0.9x | $471.5M | +14% |
| MNTS | $4.34 | +6.1% | 0.9x | $95.3M | +84% |
| PL | $16.99 | +6.1% | 1.2x | $6.2B | +100% |
| ASTS | $62.71 | +5.8% | 0.7x | $24.4B | +27% |
| BKSY | $22.76 | +5.8% | 0.9x | $931.4M | +69% |
| SPIR | $12.14 | +5.7% | 0.9x | $474.9M | +72% |
| VSAT | $73.02 | +2.9% | 0.6x | $10.1B | +42% |
| ARKX | $32.30 | +2.3% | 0.5x | - | - |
| UFO | $43.66 | +1.6% | 0.5x | - | - |
| DXYZ | $31.15 | +1.3% | 0.5x | $949.0M | - |
| GSAT | $82.52 | +0.8% | 0.7x | $10.7B | +9% |
| BWXT | $146.35 | +0.5% | 0.8x | $13.4B | +53% |
| IRDM | $47.48 | +0.4% | 0.8x | $5.0B | -12% |
| WWD | $319.56 | +0.3% | 1.1x | $18.9B | +38% |
| GE | $313.47 | +0.2% | 1.2x | $325.2B | +28% |
| LMT | $538.09 | +0.2% | 1.1x | $124.2B | +19% |
| KTOS | $47.66 | +0.1% | 0.8x | $8.9B | +116% |
| TDY | $601.98 | +0.1% | 0.7x | $27.9B | +26% |
| SATS | $0.00 | +0.0% | - | - | - |
| LHX | $250.46 | -0.1% | 1.2x | $46.6B | +37% |
| XAR | $241.32 | -0.4% | 0.7x | - | - |
| CW | $567.45 | -0.5% | 1.1x | $21.0B | +39% |
| PSN | $46.17 | -0.7% | 0.6x | $4.9B | +29% |
| HWM | $225.76 | -0.9% | 0.8x | $90.0B | +50% |
| HEI | $296.48 | -1.0% | 0.8x | $41.4B | +33% |
| NOC | $524.00 | -1.3% | 1.3x | $74.4B | +23% |
| RTX | $193.54 | -1.7% | 0.8x | $260.8B | +21% |
| BA | $197.00 | -2.5% | 2.1x | $155.6B | +40% |
| DCO | $166.56 | -2.9% | 0.8x | $2.5B | +27% |