Wednesday, September 23, 2026 - Generated 05:38 AM PT
Market color: Nasdaq set fresh record highs while the Dow slipped as financials weakened after the Fed's latest rate hike; the memory/storage complex led on agentic-AI demand optimism (Meta's Muse app) and Rosenblatt's Buy initiation on SanDisk. Space names traded mixed in the wake of the SpaceX IPO, with ARK's Rocket Lab buying and FCC progress on the Iridium deal offsetting a broad post-IPO reality check on unproven space businesses.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| CTAS | Cintas Corporation | Before Open | $1.36 | $79.6B |
| PAYX | Paychex, Inc. | Before Open | $1.32 | $40.8B |
| GIS | General Mills, Inc. | Before Open | $0.72 | $19.0B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.33 | $7.6B |
| JDDSF | JD Sports Fashion Plc | Not Specified | - | $5.0B |
| RNSHF | Renishaw plc | Not Specified | - | $4.9B |
| NDGPF | Nine Dragons Paper (Holdings) Limit | Not Specified | - | $3.7B |
| KNKZF | KWS SAAT SE & Co. KGaA | Not Specified | - | $2.8B |
| FUL | H.B. Fuller Company | After Close | $1.46 | $2.7B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| CPWHF | Ceres Power Holdings plc | Not Specified | - | $1.3B |
| HGRAF | HydroGraph Clean Power Inc. | After Close | - | $1.2B |
| CBRL | Cracker Barrel Old Country Store, I | Before Open | $0.17 | $1.0B |
| AGFMF | AGF Management Limited | Before Open | $0.57 | $836.2M |
| ADSE | ADS-TEC Energy PLC | After Close | - | $826.3M |
| GDRZF | Gold Reserve Ltd. | After Close | - | $721.1M |
| HKD | AMTD Digital Inc. | After Close | - | $540.6M |
| BTEAF | Bénéteau S.A. | Not Specified | - | $539.4M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $518.8M |
| NPACF | Quadient S.A. | Not Specified | - | $493.5M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| MU | Micron | AI | $1096.16 | +5.0% | 0.8x | Y |
| STX | Seagate | AI | $919.84 | +4.8% | 1.1x | Y |
| CSCO | Cisco | AI | $106.44 | -4.5% | 1.6x | Y |
| SCCO | Southern Copper | AI | $206.14 | +4.1% | 0.8x | Y |
| WDC | Western Digital | AI | $464.60 | +3.7% | 1.1x | Y |
| COHR | Coherent | AI | $310.39 | -3.5% | 1.2x | Y |
| KTOS | Kratos Defense | Space | $46.97 | -3.3% | 1.4x | Y |
| LUNR | Intuitive Machines | Space | $16.24 | +3.3% | 0.9x | Y |
| NOC | Northrop Grumman | Space | $509.86 | -3.2% | 1.2x | Y |
| CW | Curtiss-Wright | Space | $550.27 | -3.1% | 2.4x | Y |
| FCX | Freeport-McMoRan | AI | $74.35 | +3.0% | 0.6x | Y |
| RKLB | Rocket Lab | Space | $71.98 | +3.0% | 1.1x | Y |
| ASTS | AST SpaceMobile | Space | $63.69 | +2.9% | 0.8x | Y |
| MNTS | Momentus | Space | $4.35 | -2.9% | 0.4x | Y |
| LRCX | Lam Research | AI | $310.96 | +2.9% | 0.9x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| CW | Space | 826.9K | 339.3K | 2.4x | -3.1% |
[Yahoo Finance Video](https://finance.yahoo.com/video/hidden-tech-trap-destroying-portfolio-110000499.html) - Robotaxi competition revs up, weighing on Uber and Lyft stocks — Both rideshare giants Uber (UBER) and Lyft (LYFT) have underperformed in 2026 upon rising competition with autonomous vehicle and robotaxi services. Yahoo Finance Executive Editor Brian Sozzi shares h [Yahoo Finance Video](https://finance.yahoo.com/video/robotaxi-competition-revs-weighing-uber-141500621.html) - Insider Alert: Nvidia Director Dumps $300 Million in Stock — Nvidia Insider's Latest $300 Million Dump Pushes Stock Sales Near $1 Billion [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/insider-alert-nvidia-director-dumps-122458462.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/ai-panic-tech-concentration-nvidia-100000476.html) - Cracks are forming in AI data center boom as projects face increased opposition — The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the growing opposition to AI data centers in US communities. [Yahoo Finance Video](https://finance.yahoo.com/video/cracks-forming-ai-data-center-131811568.html) - The return of the AI rally: What's fueling the latest push into tech? — Leading AI stocks ripped higher to kick off this trading week as investors pile back into Big Tech. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley weigh in on the market breadth of the [Yahoo Finance Video](https://finance.yahoo.com/video/return-ai-rally-whats-fueling-125206390.html)
[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-rising-ai-sentiment-113732971.html) - Sandisk, Super Micro, IonQ, Six Flags, and More Stocks That Explain Today’s Market — Shares of chip and memory companies slip as investors lock in some profit, but AI server makers are having a better time of it. [Barrons.com](https://www.barrons.com/articles/stock-movers-91bb194a?siteid=yhoof2&yptr=yahoo) - AVGO Stock Falls Premarket: China Reportedly Audits Broadcom’s Grip On State-Backed Data Centers — China’s push for domestic semiconductor infrastructure puts Broadcom’s position under scrutiny. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/avgo-stock-falls-premarket-china-reportedly-audits-broadcom-s-grip-on-state-backed-data-centers/cZME8P2RB7C)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/trumps-latest-stock-disclosure-reveals-121438043.html) - Marvell and 2 More Stocks to Play the AI Data-Center Boom — Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company. [Barrons.com](https://www.barrons.com/articles/buy-marvell-stock-on-semi-semtech-ai-data-center-935843a8?siteid=yhoof2&yptr=yahoo) - Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough? — Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested ov [Trefis](https://www.trefis.com/articles/616152/should-you-sell-your-marvell-stock-now-that-higher-forecasts-are-not-enough/2026-09-22)
[Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-vs-openai-competition-heats-193257545.html) - The Magnificent 7 are back: Meta’s AI bet leads the charge — Yahoo Finance Executive Editor and host of Sozzi Unleashed, Brian Sozzi, tees up the stories making waves across the markets. The Magnificent 7 are back in focus as megacap tech stocks help push marke [Yahoo Finance Video](https://finance.yahoo.com/video/magnificent-7-back-meta-ai-140300865.html) - Trump's Latest Stock Disclosure Reveals a Surprising Trading Pattern — Microsoft and Amazon sales were each valued at $5 million to $25 million. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/trumps-latest-stock-disclosure-reveals-121438043.html)
[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/netflix-stock-is-getting-shredded--and-googles-youtube-may-be-the-reason-123041480.html) - The Magnificent 7 are back: Meta’s AI bet leads the charge — Yahoo Finance Executive Editor and host of Sozzi Unleashed, Brian Sozzi, tees up the stories making waves across the markets. The Magnificent 7 are back in focus as megacap tech stocks help push marke [Yahoo Finance Video](https://finance.yahoo.com/video/magnificent-7-back-meta-ai-140300865.html) - Cathie Wood Drops Surprise $25 Million on Rocket Lab — ARK Invest poured about $25.1 million into Rocket Lab while selling roughly $5.8 million of Alphabet shares in its latest disclosed trades [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/cathie-wood-drops-surprise-25-122715165.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/hidden-tech-trap-destroying-portfolio-110000499.html) - Anthropic vs. OpenAI: Competition heats up with release of new AI models — Anthropic (ANTH.PVT) unveiled its new Claude Opus 5.5 on Tuesday, the developer's latest AI model promising faster performance and lower costs for enterprise customers. Yahoo Finance Tech Editor Dan H [Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-vs-openai-competition-heats-193257545.html) - Cracks are forming in AI data center boom as projects face increased opposition — The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the growing opposition to AI data centers in US communities. [Yahoo Finance Video](https://finance.yahoo.com/video/cracks-forming-ai-data-center-131811568.html)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/trumps-latest-stock-disclosure-reveals-121438043.html) - Salesforce Remains Down Over 12 Months: This Wall Street Firm Doubled Down On Its Belief That 70% Returns Await Investor — Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands alone on the Stre [24/7 Wall St.](https://247wallst.com/investing/2026/09/23/salesforce-remains-down-over-12-months-this-wall-street-firm-doubled-down-on-its-belief-that-70-returns-await-investors/) - Why Is Oracle (ORCL) Pushing Deeper Into Drug Safety Cloud Services? — Oracle (NYSE:ORCL) and Wipro announced a partnership to deliver cloud-based pharmacovigilance services using Oracle Life Sciences Argus BPS. The collaboration targets global life sciences clients that [Simply Wall St.](https://finance.yahoo.com/healthcare/articles/why-oracle-orcl-pushing-deeper-021423662.html)
[Zacks](https://finance.yahoo.com/markets/stocks/articles/buy-3-top-ranked-ai-120200338.html) - European Indexes Led Higher by Banks, Tech — STOCKS 0719 GMT – European stock indexes rise at the open, with banking and technology stocks pushing the Stoxx 600 up 0.4%. London’s FTSE 100 is 0.4% higher, boosted by energy-intensive industrials. [The Wall Street Jour](https://www.wsj.com/finance/stocks/ai-tech-enthusiasm-sends-taiwans-taiex-to-another-record-close-7b6b839e?siteid=yhoof2&yptr=yahoo) - Why This Top Global Dividend Fund Likes Samsung and Citigroup — The Thornburg Investment Income Builder fund’s “nerdy” investment strategy has delivered a one-year return of 29%. [Barrons.com](https://www.barrons.com/articles/dividend-fund-samsung-citigroup-stocks-e1dc94a9?siteid=yhoof2&yptr=yahoo)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $46.97 | $102.76 | +118.8% |
| PL | Space | $16.91 | $33.40 | +97.5% |
| MNTS | Space | $4.35 | $8.00 | +83.9% |
| LUNR | Space | $16.24 | $29.50 | +81.7% |
| SPIR | Space | $12.21 | $20.88 | +71.0% |
| BKSY | Space | $23.19 | $38.42 | +65.7% |
| ORCL | AI | $149.20 | $237.97 | +59.5% |
| MOD | AI | $195.96 | $310.29 | +58.3% |
| TLN | AI | $294.54 | $460.59 | +56.4% |
| VST | AI | $140.41 | $217.58 | +55.0% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| MU | $1096.16 | +5.0% | 0.8x | $1.24T | 23.6 | +38% |
| STX | $919.84 | +4.8% | 1.1x | $209.2B | 63.3 | +22% |
| SCCO | $206.14 | +4.1% | 0.8x | $174.1B | 31.0 | -17% |
| WDC | $464.60 | +3.7% | 1.1x | $167.5B | 17.2 | +43% |
| FCX | $74.35 | +3.0% | 0.6x | $106.8B | 35.4 | -2% |
| LRCX | $310.96 | +2.9% | 0.9x | $389.1B | 52.4 | +20% |
| KLAC | $188.32 | +2.4% | 0.8x | $246.0B | 50.2 | +24% |
| POWL | $191.90 | +2.3% | 0.8x | $7.0B | 36.0 | +46% |
| ASML | $1747.90 | +2.1% | 0.7x | $671.4B | 58.8 | +21% |
| MRVL | $262.36 | +1.9% | 0.8x | $235.8B | 85.5 | +10% |
| AMAT | $472.46 | +1.8% | 0.7x | $374.9B | 40.0 | +36% |
| ETN | $442.49 | +1.6% | 0.8x | $171.8B | 44.2 | +8% |
| TSM | $452.00 | +1.5% | 0.9x | $2.34T | 33.7 | +22% |
| AMD | $623.77 | +1.3% | 1.1x | $1.02T | 156.3 | -1% |
| BE | $276.53 | +1.3% | 0.7x | $81.4B | 363.9 | +1% |
| ABBNY | $101.54 | +1.2% | 0.1x | $183.9B | 36.9 | -10% |
| VRT | $253.46 | +1.0% | 0.6x | $97.6B | 57.3 | +33% |
| SMCI | $41.54 | +0.8% | 0.6x | $26.9B | 12.6 | +2% |
| NVDA | $228.87 | +0.7% | 0.7x | $5.53T | 28.9 | +43% |
| GNRC | $206.17 | +0.6% | 1.2x | $12.2B | 47.2 | +43% |
| AVGO | $364.54 | +0.5% | 0.9x | $1.74T | 46.6 | +46% |
| CEG | $263.46 | +0.5% | 0.8x | $93.3B | 25.7 | +32% |
| ORCL | $149.20 | +0.4% | 0.9x | $451.1B | 23.3 | +60% |
| GEV | $950.28 | +0.4% | 0.8x | $253.1B | 27.1 | +30% |
| HUBB | $458.83 | +0.3% | 0.7x | $24.2B | 27.1 | +23% |
| ANET | $205.19 | -0.1% | 0.6x | $258.8B | 64.9 | +18% |
| VST | $140.41 | -0.3% | 1.0x | $47.1B | 23.7 | +55% |
| META | $736.60 | -0.6% | 1.5x | $1.88T | 27.8 | +3% |
| MSFT | $498.00 | -0.7% | 0.6x | $3.70T | 27.9 | +16% |
| MOD | $195.96 | -0.8% | 1.1x | $10.4B | 73.4 | +58% |
| LITE | $945.67 | -0.9% | 0.9x | $84.8B | 27.4 | +22% |
| GOOGL | $351.16 | -1.1% | 1.0x | $4.29T | 17.8 | +22% |
| AMZN | $254.98 | -1.3% | 0.9x | $2.75T | 20.8 | +29% |
| FLNC | $7.27 | -1.6% | 1.0x | $1.4B | - | +39% |
| TLN | $294.54 | -1.8% | 0.7x | $14.1B | 9.6 | +56% |
| COHR | $310.39 | -3.5% | 1.2x | $60.8B | 78.2 | +34% |
| CSCO | $106.44 | -4.5% | 1.6x | $419.6B | 33.5 | +29% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| LUNR | $16.24 | +3.3% | 0.9x | $2.6B | +82% |
| RKLB | $71.98 | +3.0% | 1.1x | $46.0B | +52% |
| ASTS | $63.69 | +2.9% | 0.8x | $24.8B | +25% |
| SPIR | $12.21 | +2.1% | 0.7x | $477.6M | +71% |
| HEI | $307.77 | +1.6% | 1.3x | $43.0B | +28% |
| RDW | $11.76 | +1.4% | 0.8x | $2.9B | +25% |
| IRDM | $48.65 | +0.9% | 0.6x | $5.2B | -14% |
| TDY | $612.74 | +0.6% | 1.1x | $28.4B | +24% |
| ARKX | $33.04 | +0.4% | 0.4x | - | - |
| SPCE | $3.32 | +0.3% | 0.5x | $503.3M | +7% |
| WWD | $326.14 | +0.3% | 1.3x | $19.3B | +35% |
| UFO | $44.24 | +0.2% | 0.4x | - | - |
| BKSY | $23.19 | +0.1% | 0.7x | $949.0M | +66% |
| GE | $319.22 | +0.1% | 0.8x | $331.2B | +26% |
| SATS | $0.00 | +0.0% | - | - | - |
| GSAT | $82.52 | -0.6% | 0.5x | $10.7B | +9% |
| XAR | $241.51 | -0.8% | 1.7x | - | - |
| HWM | $225.36 | -0.9% | 0.8x | $89.9B | +50% |
| PL | $16.91 | -0.9% | 1.1x | $6.2B | +98% |
| DCO | $166.45 | -1.0% | 0.9x | $2.5B | +27% |
| BA | $197.72 | -1.7% | 1.3x | $156.2B | +38% |
| RTX | $190.99 | -1.7% | 1.0x | $257.4B | +23% |
| VSAT | $74.99 | -1.8% | 0.8x | $10.3B | +39% |
| BWXT | $144.51 | -2.0% | 1.2x | $13.2B | +55% |
| DXYZ | $30.35 | -2.1% | 0.7x | $924.6M | - |
| LMT | $522.34 | -2.4% | 1.2x | $120.6B | +22% |
| PSN | $44.09 | -2.7% | 0.7x | $4.7B | +35% |
| LHX | $239.89 | -2.9% | 1.1x | $44.7B | +42% |
| MNTS | $4.35 | -2.9% | 0.4x | $95.5M | +84% |
| CW | $550.27 | -3.1% | 2.4x | $20.3B | +43% |
| NOC | $509.86 | -3.2% | 1.2x | $72.4B | +27% |
| KTOS | $46.97 | -3.3% | 1.4x | $8.8B | +119% |