Monday, September 21, 2026 - Generated 05:54 AM PT
Market color: Global equities opened the week higher as AI optimism lifted chip, memory, and semiconductor-equipment names — the Philadelphia SOX index rose for a fourth straight session — while oil eased and U.S.-China talks progressed ahead of this week's Trump-Xi summit. Space stocks broadly gave back recent gains as SpaceX-IPO momentum faded and a short-seller note warned of a sector 'reality check'; no tracked earnings are due today.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| ABVX | ABIVAX Société Anonyme | After Close | - | $9.2B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.6B |
| AAVXF | ABIVAX Société Anonyme | Not Specified | - | $7.0B |
| RMGOF | Remgro Limited | Not Specified | - | $4.4B |
| SRBEF | Vusion S.A. | Not Specified | - | $2.3B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| ANAB | AnaptysBio, Inc. | After Close | $0.14 | $1.6B |
| HGRAF | HydroGraph Clean Power Inc. | After Close | - | $1.3B |
| ADSE | ADS-TEC Energy PLC | After Close | - | $872.2M |
| GDRZF | Gold Reserve Ltd. | After Close | - | $734.4M |
| EBF | Ennis, Inc. | Before Open | $0.39 | $539.4M |
| HKD | AMTD Digital Inc. | After Close | - | $537.4M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $494.7M |
| RZLT | Rezolute, Inc. | After Close | $-0.14 | $369.8M |
| CPFXF | Copper Fox Metals Inc. | After Close | - | $328.3M |
| SRBIF | Serabi Gold plc | Not Specified | - | $298.4M |
| TDRRF | Tudor Gold Corp. | After Close | - | $277.6M |
| UURAF | Ucore Rare Metals Inc. | After Close | $-0.02 | $269.2M |
| MLPNF | Millennial Potash Corp. | After Close | $-0.03 | $205.7M |
| ECAOF | Eco (Atlantic) Oil & Gas Ltd. | After Close | - | $200.0M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| COHR | Coherent | AI | $317.36 | +7.2% | 1.6x | Y |
| RDW | Redwire | Space | $10.74 | -7.0% | 1.9x | Y |
| LRCX | Lam Research | AI | $288.11 | +7.0% | 1.8x | Y |
| STX | Seagate | AI | $858.79 | +6.9% | 1.5x | Y |
| ASTS | AST SpaceMobile | Space | $58.52 | -6.7% | 1.4x | Y |
| AMAT | Applied Materials | AI | $444.57 | +6.5% | 1.6x | Y |
| SPIR | Spire Global | Space | $11.40 | -6.1% | 3.0x | Y |
| LUNR | Intuitive Machines | Space | $13.92 | -5.9% | 1.6x | Y |
| BE | Bloom Energy | AI | $265.63 | -5.4% | 4.5x | Y |
| RKLB | Rocket Lab | Space | $64.57 | -4.8% | 1.6x | Y |
| BKSY | BlackSky | Space | $21.67 | -4.8% | 1.6x | Y |
| KLAC | KLA Corp | AI | $176.99 | +4.7% | 1.7x | Y |
| VSAT | Viasat | Space | $76.38 | +4.6% | 1.9x | Y |
| FLNC | Fluence Energy | AI | $7.32 | -4.4% | 1.9x | Y |
| LITE | Lumentum | AI | $930.91 | +4.2% | 1.9x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| BE | AI | 73.33M | 16.22M | 4.5x | -5.4% |
| SPIR | Space | 2.35M | 773.0K | 3.0x | -6.1% |
| IRDM | Space | 4.97M | 1.72M | 2.9x | -1.5% |
| CW | Space | 923.6K | 328.3K | 2.8x | +0.1% |
| BWXT | Space | 2.80M | 1.02M | 2.7x | +0.8% |
| GNRC | AI | 3.04M | 1.19M | 2.5x | +0.1% |
| GE | Space | 10.44M | 4.18M | 2.5x | +0.3% |
| WWD | Space | 1.73M | 712.6K | 2.4x | +0.7% |
| LMT | Space | 2.85M | 1.19M | 2.4x | -0.9% |
| CEG | AI | 6.55M | 2.98M | 2.2x | -3.1% |
[24/7 Wall St.](https://247wallst.com/investing/2026/09/21/i-keep-buying-nvidia-over-and-over-despite-china-concerns-despite-the-tech-selloff/) - Big Tech's $300B AI Bet Hides a Risk Investors Can't Ignore — Billions in guarantees are helping finance data centers and AI chips, but investors may need to look beyond reported debt. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/big-techs-300b-ai-bet-121554134.html) - AMD's 8% Surge Hints at Something Bigger — Strong demand, tight supply and potential price increases are giving investors a new reason to watch the chipmaker [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amds-8-surge-hints-something-121430368.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/21/i-keep-buying-nvidia-over-and-over-despite-china-concerns-despite-the-tech-selloff/) - AMD's 8% Surge Hints at Something Bigger — Strong demand, tight supply and potential price increases are giving investors a new reason to watch the chipmaker [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amds-8-surge-hints-something-121430368.html) - Stocks gain on AI optimism; lower oil helps bonds — By Amanda Cooper LONDON, Sept 21 (Reuters) - Global stocks rose on Monday, as evidence of booming AI demand lifted tech shares, and oil fell on reports that more supply was leaving the Gulf than [Reuters](https://finance.yahoo.com/markets/world-indices/articles/tech-leads-shares-higher-asia-004028094.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/21/i-keep-buying-nvidia-over-and-over-despite-china-concerns-despite-the-tech-selloff/) - Big Tech's $300B AI Bet Hides a Risk Investors Can't Ignore — Billions in guarantees are helping finance data centers and AI chips, but investors may need to look beyond reported debt. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/big-techs-300b-ai-bet-121554134.html) - Credo Technology Crashed for 3 Months: This Wall Street Pro Says It’s About to Double — A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one o [24/7 Wall St.](https://247wallst.com/investing/2026/09/21/credo-technology-crashed-for-3-months-this-wall-street-pro-says-its-about-to-double/)
[Reuters](https://finance.yahoo.com/markets/stocks/articles/wall-st-futures-rise-ai-115836672.html) - Credo Technology Crashed for 3 Months: This Wall Street Pro Says It’s About to Double — A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one o [24/7 Wall St.](https://247wallst.com/investing/2026/09/21/credo-technology-crashed-for-3-months-this-wall-street-pro-says-its-about-to-double/) - Intel, AMD, Strategy, Meta, Warner Bros, and More Stocks That Explain Today’s Market — Stock futures were rising to start the week as oil prices fell and the market digested positive progress between the U.S. and China [Barrons.com](https://www.barrons.com/articles/stock-movers-7769c3ad?siteid=yhoof2&yptr=yahoo)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chief-sends-stark-122657280.html) - Worried About Hugging Face? Microsoft and Amazon Got Exposed Most Among Hyperscalers — The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether [24/7 Wall St.](https://247wallst.com/investing/2026/09/21/worried-about-hugging-face-microsoft-and-amazon-got-exposed-most-among-hyperscalers/) - This Artificial Intelligence (AI) Stock Has Raised Its Dividend by Over 150% in 10 Years — Microsoft recently boosted its dividend, yet again. [Motley Fool](https://www.fool.com/investing/2026/09/21/this-artificial-intelligence-ai-stock-has-raised-its-dividend-by-over-150-in-10-years/)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/alphabet-stock-surges-google-search-122833154.html) - Microsoft AI Chief Sends Stark Warning on AI Safety — Microsoft AI Chief Takes Aim at AI Free-for-All, Urges Safeguards for Powerful Systems [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chief-sends-stark-122657280.html) - The Tech Selloff Is Only Strengthening My Belief In Alphabet — While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound. [24/7 Wall St.](https://247wallst.com/investing/2026/09/21/the-tech-selloff-is-only-strengthening-my-belief-in-alphabet/)
[24/7 Wall St.](https://247wallst.com/investing/2026/09/21/worried-about-hugging-face-microsoft-and-amazon-got-exposed-most-among-hyperscalers/) - Here’s What to Expect From AI’s Two Biggest 2026 Spenders in 2027 — Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very interesting head [24/7 Wall St.](https://247wallst.com/investing/2026/09/21/heres-what-to-expect-from-ais-two-biggest-2026-spenders-in-2027/) - 2 Unstoppable Growth Stocks to Buy and Hold for the Next Decade — Apple and Amazon are two top growth stocks to own over the next decade. [Motley Fool](https://www.fool.com/investing/2026/09/21/unstoppable-growth-stocks-buy-and-hold-for-decade/)
[MT Newswires](https://finance.yahoo.com/technology/ai/articles/market-chatter-microsoft-backed-openai-090300004.html) - Michael Burry Warns Hyperscalers Are Hiding $3 Trillion In AI Liabilities — And Wall Street Isn’t Looking: ‘When The Mus — Burry says the liabilities are growing more than the companies themselves. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/michael-burry-warns-hyperscalers-are-hiding-3-trillion-in-ai-liabilities-and-wall-street-isn-t-looking-when-the-music-s-over/cZMRbsvRB4I) - Neocloud Boom: Comparing Nebius, CoreWeave, & IREN — Neocloud providers offer compelling "picks and shovels" investments, but not all are created equal. [Zacks](https://finance.yahoo.com/technology/ai/articles/neocloud-boom-comparing-nebius-coreweave-020300874.html)
[Insider Monkey](https://finance.yahoo.com/technology/ai/articles/asml-asml-chip-giants-tsmc-214129428.html) - Billionaire David Tepper Has 40% of His Fund in Just 3 AI Stocks. Are They Still Buys? — Amazon, Micron, and TSMC are Tepper's top holdings. [Motley Fool](https://www.fool.com/investing/2026/09/20/billionaire-david-tepper-has-40-of-his-fund-in-jus/) - Taiwan Semiconductor Manufacturing's Foundry Market Share Is a Massive Moat Nobody Talks About — TSMC owns more than two-thirds of the chip foundry market. [Motley Fool](https://www.fool.com/investing/2026/09/20/taiwan-semiconductor-manufacturings-foundry-market/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.46 | $102.76 | +116.5% |
| LUNR | Space | $13.92 | $29.50 | +111.9% |
| PL | Space | $16.42 | $33.40 | +103.4% |
| MNTS | Space | $4.18 | $8.00 | +91.4% |
| SPIR | Space | $11.40 | $20.88 | +83.1% |
| BKSY | Space | $21.67 | $38.42 | +77.3% |
| RKLB | Space | $64.57 | $109.37 | +69.4% |
| MOD | AI | $188.72 | $310.29 | +64.4% |
| ORCL | AI | $147.61 | $237.97 | +61.2% |
| TLN | AI | $292.30 | $460.59 | +57.6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| COHR | $317.36 | +7.2% | 1.6x | $62.1B | 76.8 | +31% |
| LRCX | $288.11 | +7.0% | 1.8x | $360.5B | 50.0 | +30% |
| STX | $858.79 | +6.9% | 1.5x | $195.3B | 61.7 | +31% |
| AMAT | $444.57 | +6.5% | 1.6x | $352.8B | 38.3 | +44% |
| KLAC | $176.99 | +4.7% | 1.7x | $231.2B | 48.4 | +32% |
| LITE | $930.91 | +4.2% | 1.9x | $83.5B | 23.4 | +24% |
| WDC | $441.36 | +4.1% | 1.7x | $159.1B | 16.4 | +51% |
| POWL | $183.96 | +4.1% | 1.2x | $6.7B | 35.2 | +52% |
| MU | $1015.80 | +3.9% | 0.9x | $1.15T | 22.9 | +49% |
| ETN | $424.77 | +3.7% | 2.1x | $164.9B | 43.3 | +13% |
| VRT | $249.39 | +3.3% | 1.3x | $96.0B | 56.6 | +36% |
| ASML | $1679.92 | +3.1% | 1.5x | $645.3B | 57.8 | +27% |
| AVGO | $357.61 | +3.0% | 1.9x | $1.71T | 45.7 | +49% |
| AMD | $559.82 | +2.7% | 1.3x | $913.9B | 142.8 | +10% |
| MOD | $188.72 | +2.1% | 0.9x | $10.0B | 70.4 | +64% |
| GEV | $940.33 | +1.7% | 1.6x | $250.4B | 27.0 | +32% |
| MRVL | $244.25 | +1.4% | 0.9x | $219.5B | 80.6 | +18% |
| ABBNY | $97.69 | +1.4% | 0.1x | $176.9B | 35.9 | -6% |
| NVDA | $222.27 | +1.3% | 1.5x | $5.37T | 28.1 | +47% |
| TSM | $434.67 | +1.0% | 1.0x | $2.25T | 32.5 | +27% |
| AMZN | $253.71 | +1.0% | 1.1x | $2.74T | 20.4 | +29% |
| FCX | $71.54 | +1.0% | 1.0x | $102.7B | 35.1 | +2% |
| HUBB | $446.92 | +0.8% | 1.6x | $23.6B | 26.5 | +27% |
| GOOGL | $349.54 | +0.6% | 1.6x | $4.27T | 17.5 | +22% |
| GNRC | $207.44 | +0.1% | 2.5x | $12.3B | 47.6 | +41% |
| ANET | $199.39 | -0.1% | 1.5x | $251.5B | 63.3 | +21% |
| SCCO | $195.70 | -0.2% | 1.2x | $165.2B | 29.3 | -12% |
| TLN | $292.30 | -0.3% | 1.5x | $14.0B | 9.5 | +58% |
| CSCO | $109.51 | -0.7% | 2.0x | $431.8B | 32.9 | +26% |
| MSFT | $493.78 | -0.8% | 1.2x | $3.67T | 27.5 | +16% |
| ORCL | $147.61 | -2.0% | 1.2x | $446.3B | 23.1 | +61% |
| VST | $140.67 | -2.0% | 1.1x | $47.2B | 23.7 | +55% |
| META | $665.75 | -2.4% | 1.5x | $1.70T | 25.1 | +13% |
| CEG | $254.71 | -3.1% | 2.2x | $90.2B | 24.9 | +37% |
| SMCI | $39.09 | -3.1% | 1.0x | $25.3B | 12.0 | +8% |
| FLNC | $7.32 | -4.4% | 1.9x | $1.4B | - | +38% |
| BE | $265.63 | -5.4% | 4.5x | $78.2B | 345.0 | +6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| VSAT | $76.38 | +4.6% | 1.9x | $10.5B | +36% |
| HWM | $229.67 | +1.7% | 1.5x | $91.6B | +47% |
| BWXT | $147.52 | +0.8% | 2.7x | $13.5B | +52% |
| WWD | $321.74 | +0.7% | 2.4x | $19.0B | +37% |
| NOC | $527.39 | +0.6% | 1.5x | $74.9B | +23% |
| BA | $198.20 | +0.6% | 1.7x | $156.5B | +39% |
| HEI | $298.22 | +0.6% | 1.6x | $41.7B | +32% |
| DXYZ | $31.31 | +0.5% | 0.9x | $953.9M | - |
| GSAT | $82.84 | +0.4% | 1.4x | $10.7B | +9% |
| GE | $314.27 | +0.3% | 2.5x | $326.1B | +28% |
| TDY | $603.46 | +0.2% | 1.1x | $28.0B | +26% |
| RTX | $194.00 | +0.2% | 2.1x | $261.5B | +21% |
| CW | $568.27 | +0.1% | 2.8x | $21.0B | +38% |
| SATS | $0.00 | +0.0% | - | - | - |
| DCO | $166.25 | -0.2% | 2.0x | $2.5B | +28% |
| KTOS | $47.46 | -0.4% | 1.3x | $8.9B | +116% |
| ARKX | $32.12 | -0.6% | 0.4x | - | - |
| XAR | $239.86 | -0.6% | 1.1x | - | - |
| LMT | $533.38 | -0.9% | 2.4x | $123.1B | +20% |
| UFO | $43.21 | -1.0% | 0.7x | - | - |
| LHX | $247.29 | -1.3% | 1.8x | $46.0B | +38% |
| SPCE | $3.07 | -1.3% | 1.7x | $465.4M | +16% |
| IRDM | $46.77 | -1.5% | 2.9x | $5.0B | -10% |
| PSN | $44.82 | -2.9% | 2.2x | $4.8B | +32% |
| PL | $16.42 | -3.4% | 1.1x | $6.0B | +103% |
| MNTS | $4.18 | -3.7% | 0.8x | $91.8M | +91% |
| BKSY | $21.67 | -4.8% | 1.6x | $886.8M | +77% |
| RKLB | $64.57 | -4.8% | 1.6x | $41.3B | +69% |
| LUNR | $13.92 | -5.9% | 1.6x | $2.2B | +112% |
| SPIR | $11.40 | -6.1% | 3.0x | $445.9M | +83% |
| ASTS | $58.52 | -6.7% | 1.4x | $22.8B | +36% |
| RDW | $10.74 | -7.0% | 1.9x | $2.7B | +37% |