Thursday, September 24, 2026 - Generated 05:38 AM PT
Market color: Overnight/pre-market tape was risk-off for the AI complex: rising Treasury yields, a more hawkish Fed tone and the closely watched Trump-Xi summit in Washington pulled large-cap tech growth names (GOOGL, ORCL, AVGO) lower. Space stocks were hit harder still as SpaceX share-unlock supply and valuation concerns rippled across the group (ASTS, SPCE, RDW, PL). Only FLNC and DCO moved higher among tracked names, with 21 tickers beyond +/-2%.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| COST | Costco Wholesale Corporation | After Close | $6.53 | $401.2B |
| HMRZF | H & M Hennes & Mauritz AB (publ) | Not Specified | $2.15 | $29.6B |
| HNNMY | H & M Hennes & Mauritz AB (publ) | Not Specified | - | $26.4B |
| DRI | Darden Restaurants, Inc. | Before Open | $2.05 | $24.3B |
| WSOUF | Washington H. Soul Pattinson and Co | Not Specified | - | $12.8B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.35 | $7.5B |
| OCLCF | Oracle Corporation Japan | Not Specified | $123.29 | $7.0B |
| BB | BlackBerry Limited | Before Open | $0.04 | $4.9B |
| NWSGY | CTF Services Limited | Not Specified | - | $4.6B |
| NWSZF | CTF Services Limited | Not Specified | - | $4.5B |
| JUMSF | Jumbo S.A. | Not Specified | - | $3.7B |
| SEYMF | Solaria EnergÃa y Medio Ambiente, S | Not Specified | $0.29 | $2.6B |
| EXALF | Exail Technologies | Not Specified | - | $2.5B |
| PMCGF | PT Merdeka Copper Gold Tbk | Not Specified | $-0.01 | $2.4B |
| LINRF | Liontown Limited | Not Specified | - | $2.4B |
| VBVBF | Verbio SE | Not Specified | - | $2.4B |
| ABLGF | Alten S.A. | Not Specified | - | $2.2B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| SFFFF | Peugeot Invest Société anonyme | Not Specified | - | $1.8B |
| PSQL | Pasqal Holding SA | Before Open | - | $1.6B |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| LUNR | Intuitive Machines | Space | $15.24 | -6.2% | 0.8x | Y |
| SPCE | Virgin Galactic | Space | $3.12 | -6.0% | 0.5x | Y |
| ASTS | AST SpaceMobile | Space | $59.98 | -5.8% | 0.6x | Y |
| FLNC | Fluence Energy | AI | $7.58 | +4.3% | 1.4x | Y |
| RDW | Redwire | Space | $11.27 | -4.2% | 0.8x | Y |
| BKSY | BlackSky | Space | $22.25 | -4.1% | 0.5x | Y |
| GOOGL | Alphabet | AI | $337.83 | -3.8% | 1.2x | Y |
| DCO | Ducommun | Space | $172.51 | +3.6% | 0.9x | Y |
| GNRC | Generac | AI | $199.42 | -3.3% | 0.9x | Y |
| COHR | Coherent | AI | $300.60 | -3.2% | 0.9x | Y |
| PL | Planet Labs | Space | $16.38 | -3.1% | 0.8x | Y |
| ORCL | Oracle | AI | $144.56 | -3.1% | 0.7x | Y |
| MNTS | Momentus | Space | $4.23 | -2.8% | 0.3x | Y |
| AVGO | Broadcom | AI | $354.99 | -2.6% | 1.0x | Y |
| FCX | Freeport-McMoRan | AI | $72.58 | -2.4% | 0.6x | Y |
[Yahoo Finance Video](https://finance.yahoo.com/video/qualcomm-targeting-agentic-ai-2-195058732.html) - Nasdaq climbs higher, McDonald's investor day updates — The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI- [Yahoo Finance Video](https://finance.yahoo.com/video/nasdaq-climbs-higher-mcdonalds-investor-day-updates-141449878.html) - Nasdaq climbs to record high off the back of revived AI trade — The latest AI rally pushed the Nasdaq Composite (^IXIC) to an all-time record high above 27,200 on Tuesday. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian examine Wall Street analysis t [Yahoo Finance Video](https://finance.yahoo.com/video/nasdaq-climbs-record-high-off-125323424.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/qualcomm-targeting-agentic-ai-2-195058732.html) - Nasdaq rally hasn't stopped these tech stocks from flashing warning signs — No stock rally is perfect, as is the case with the one seen this week in the tech-heavy Nasdaq Composite. [Yahoo Finance](https://finance.yahoo.com/markets/article/nasdaq-rally-hasnt-stopped-these-tech-stocks-from-flashing-warning-signs-141710781.html) - AMD's Six-Day Rally Finally Hits a Pause — AMD has gained more than 180% this year and recently crossed a $1 trillion market cap. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amds-six-day-rally-finally-122023912.html)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amds-six-day-rally-finally-122023912.html) - AMD Joined Nvidia in the Trillion Dollar Club. The Run Isn’t an Accident — AMD just crossed a threshold only one other chip company has ever reached, but the rally into that milestone raises a harder question about what the stock is actually worth from here. [24/7 Wall St.](https://247wallst.com/investing/2026/09/24/amd-joined-nvidia-in-the-trillion-dollar-club-the-run-isnt-an-accident/) - Where Will Broadcom Stock Be in 5 Years? — Broadcom is unlikely to match the performance of the previous five years, but that does not mean investors should dismiss it. [Motley Fool](https://www.fool.com/investing/2026/09/24/where-will-broadcom-stock-be-in-5-years/)
[Barrons.com](https://www.barrons.com/articles/stock-movers-45e41551?siteid=yhoof2&yptr=yahoo) - 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) - Wall Street Picks 3 Chip Stock Winners for the AI Boom — Marvell, Onsemi and Semtech Get Major AI Boost as Seaport Unveils New Targets [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/wall-street-picks-3-chip-191426459.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nasdaq-climbs-higher-mcdonalds-investor-day-updates-141449878.html) - The S&P 500 has never been this concentrated in just 2 stocks — Apple and Nvidia have truly become the straws that stir the stock market's drink. [Yahoo Finance](https://finance.yahoo.com/markets/article/the-sp-500-has-never-been-this-concentrated-in-just-2-stocks-122519280.html) - Tesla Semi Joins Parade Of New Model Showcases; Stock Falls — Tesla will have product demos for the Cybercab, Semi and new Roadster planned within the span of a month. The stock edged lower Thursday. [Investor's Business ](https://www.investors.com/news/tesla-semi-elon-musk-electric-vehicles-truck-trucking-diesel-prices-pepsico/?src=A00220&yptr=yahoo)
[Yahoo Finance Video](https://finance.yahoo.com/video/this-is-humanitys-last-decision-203051821.html) - Netflix has a big YouTube problem — and it's only getting worse — Yahoo Finance Executive Editor Brian Sozzi explains why Google's YouTube (GOOG, GOOGL) is a growing problem for Netflix (NFLX). [Yahoo Finance Video](https://finance.yahoo.com/video/netflix-big-youtube-problem-only-142011555.html) - Meta’s Muse is a game changer—but can it win consumers' trust? — The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss how Meta's (META) new AI agent, Muse, could pose challenges to user trust and why being first may not be enough, as rivals like Ap [Yahoo Finance Video](https://finance.yahoo.com/video/meta-muse-game-changer-win-132958488.html)
[Yahoo Finance](https://finance.yahoo.com/technology/article/metas-muse-is-an-impressively-capable-ai-agent-despite-some-hiccups-173310662.html) - Here are the stocks taking a hit amid the Muse hype — The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disrup [Yahoo Finance Video](https://finance.yahoo.com/video/here-are-the-stocks-taking-a-hit-amid-the-muse-hype-132037650.html) - Amazon Just Made a $3 Billion Bet on India's Next Growth Market — Amazon is ramping up its quick-commerce ambitions in India as rivals race to deliver everyday products within minutes. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amazon-just-made-3-billion-122736201.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/nasdaq-climbs-higher-mcdonalds-investor-day-updates-141449878.html) - Data Center Boom Pushes CRE Construction Costs Higher — Data center demand is tightening labor and materials, pushing CRE construction costs higher as contractors face longer lead times. [CRE Daily](https://www.credaily.com/briefs/data-center-boom-pushes-cre-construction-costs-higher/) - Zeta Global Holdings And 2 Top AI Stocks To Watch — Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat A [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/nasdaq-rally-hasnt-stopped-these-tech-stocks-from-flashing-warning-signs-141710781.html) - Trump-Xi Summit: Here’s the Current State of the AI Battle — The best AI models are made by U.S. companies but lower-cost, open-weight options from China are increasingly competitive. [Barrons.com](https://www.barrons.com/articles/trump-xi-summit-ai-regulation-5f0afd04?siteid=yhoof2&yptr=yahoo) - Arm vs. Taiwan Semiconductor Manufacturing: Which Chip Stock Is a Better Buy in 2026? — Arm's royalty model compounds reliably across billions of devices. TSMC's factories build the chips that power every major AI system in the world. Both are essential, but only one is truly irreplaceab [Motley Fool](https://www.fool.com/coverage/better-buy/2026/09/23/arm-vs-taiwan-semiconductor-manufacturing-which-chip-stock-is-a-better-buy-in-2026/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $46.16 | $102.76 | +122.6% |
| PL | Space | $16.38 | $33.40 | +103.9% |
| LUNR | Space | $15.24 | $29.50 | +93.6% |
| MNTS | Space | $4.23 | $8.00 | +89.1% |
| BKSY | Space | $22.25 | $38.42 | +72.7% |
| SPIR | Space | $12.21 | $20.88 | +71.0% |
| ORCL | AI | $144.56 | $237.97 | +64.6% |
| MOD | AI | $193.11 | $310.29 | +60.7% |
| VST | AI | $137.97 | $217.58 | +57.7% |
| BWXT | Space | $141.81 | $223.63 | +57.7% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| FLNC | $7.58 | +4.3% | 1.4x | $1.4B | - | +33% |
| TLN | $300.34 | +2.0% | 1.1x | $14.4B | 9.8 | +53% |
| WDC | $473.69 | +2.0% | 0.7x | $170.8B | 17.3 | +40% |
| HUBB | $463.70 | +1.1% | 1.1x | $24.5B | 27.5 | +22% |
| META | $744.10 | +1.0% | 1.6x | $1.90T | 28.0 | +4% |
| MSFT | $500.59 | +0.5% | 0.6x | $3.72T | 28.1 | +15% |
| STX | $923.86 | +0.4% | 0.7x | $210.1B | 66.2 | +22% |
| AMAT | $474.38 | +0.4% | 0.5x | $376.5B | 41.0 | +35% |
| POWL | $192.62 | +0.4% | 0.5x | $7.0B | 37.0 | +45% |
| GEV | $951.82 | +0.2% | 0.7x | $253.5B | 27.3 | +30% |
| CEG | $263.88 | +0.2% | 1.0x | $93.5B | 25.8 | +32% |
| CSCO | $106.43 | -0.0% | 0.8x | $419.6B | 32.0 | +29% |
| ASML | $1744.61 | -0.2% | 0.8x | $670.1B | 59.9 | +21% |
| SMCI | $41.44 | -0.2% | 0.9x | $26.8B | 12.8 | +2% |
| KLAC | $187.86 | -0.2% | 0.8x | $245.2B | 51.3 | +24% |
| BE | $275.19 | -0.5% | 0.5x | $81.1B | 362.1 | +2% |
| MRVL | $260.90 | -0.6% | 0.6x | $234.5B | 85.0 | +11% |
| ANET | $203.47 | -0.8% | 0.6x | $256.6B | 64.4 | +19% |
| ETN | $438.76 | -0.8% | 0.8x | $170.4B | 44.6 | +9% |
| LITE | $937.00 | -0.9% | 0.7x | $84.0B | 27.1 | +23% |
| LRCX | $307.28 | -1.1% | 0.9x | $384.5B | 51.7 | +22% |
| TSM | $446.57 | -1.2% | 0.8x | $2.32T | 33.2 | +24% |
| MOD | $193.11 | -1.5% | 0.7x | $10.3B | 72.9 | +61% |
| NVDA | $225.51 | -1.5% | 0.7x | $5.45T | 28.5 | +45% |
| AMD | $614.61 | -1.5% | 0.7x | $1.00T | 154.0 | +0% |
| VST | $137.97 | -1.7% | 1.0x | $46.3B | 23.3 | +58% |
| ABBNY | $99.72 | -1.8% | 0.0x | $180.6B | 36.7 | -8% |
| VRT | $248.78 | -1.8% | 0.6x | $95.8B | 56.2 | +36% |
| SCCO | $201.94 | -2.0% | 0.8x | $170.5B | 30.4 | -15% |
| MU | $1071.88 | -2.2% | 0.6x | $1.21T | 24.2 | +41% |
| AMZN | $249.27 | -2.2% | 1.0x | $2.69T | 20.0 | +32% |
| FCX | $72.58 | -2.4% | 0.6x | $104.2B | 35.6 | -0% |
| AVGO | $354.99 | -2.6% | 1.0x | $1.69T | 45.3 | +50% |
| ORCL | $144.56 | -3.1% | 0.7x | $437.1B | 22.7 | +65% |
| COHR | $300.60 | -3.2% | 0.9x | $58.9B | 73.0 | +38% |
| GNRC | $199.42 | -3.3% | 0.9x | $11.8B | 47.4 | +47% |
| GOOGL | $337.83 | -3.8% | 1.2x | $4.13T | 17.0 | +27% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DCO | $172.51 | +3.6% | 0.9x | $2.6B | +23% |
| HWM | $228.78 | +1.5% | 0.8x | $91.2B | +48% |
| TDY | $621.05 | +1.4% | 1.4x | $28.8B | +22% |
| BA | $199.93 | +1.1% | 1.7x | $157.9B | +37% |
| HEI | $310.57 | +0.9% | 1.2x | $43.4B | +27% |
| NOC | $514.42 | +0.9% | 1.0x | $73.1B | +25% |
| RTX | $192.19 | +0.6% | 0.9x | $259.0B | +22% |
| LMT | $524.68 | +0.4% | 0.9x | $121.1B | +22% |
| GE | $319.80 | +0.2% | 1.1x | $331.8B | +25% |
| WWD | $326.23 | +0.0% | 0.8x | $19.3B | +35% |
| SATS | $0.00 | +0.0% | - | - | - |
| SPIR | $12.21 | +0.0% | 1.1x | $477.6M | +71% |
| GSAT | $82.50 | -0.0% | 0.7x | $10.7B | +9% |
| LHX | $239.21 | -0.3% | 0.8x | $44.5B | +42% |
| PSN | $43.82 | -0.6% | 0.6x | $4.7B | +36% |
| IRDM | $48.30 | -0.7% | 0.3x | $5.1B | -13% |
| XAR | $239.37 | -0.9% | 1.4x | - | - |
| CW | $545.15 | -0.9% | 1.5x | $20.1B | +44% |
| ARKX | $32.67 | -1.1% | 0.4x | - | - |
| KTOS | $46.16 | -1.7% | 0.7x | $8.7B | +123% |
| VSAT | $73.68 | -1.7% | 0.8x | $10.1B | +41% |
| BWXT | $141.81 | -1.9% | 0.8x | $13.0B | +58% |
| DXYZ | $29.73 | -2.0% | 0.8x | $905.7M | - |
| UFO | $43.27 | -2.2% | 0.4x | - | - |
| RKLB | $70.31 | -2.3% | 1.0x | $45.0B | +56% |
| MNTS | $4.23 | -2.8% | 0.3x | $92.9M | +89% |
| PL | $16.38 | -3.1% | 0.8x | $6.0B | +104% |
| BKSY | $22.25 | -4.1% | 0.5x | $910.6M | +73% |
| RDW | $11.27 | -4.2% | 0.8x | $2.8B | +30% |
| ASTS | $59.98 | -5.8% | 0.6x | $23.3B | +33% |
| SPCE | $3.12 | -6.0% | 0.5x | $473.0M | +14% |
| LUNR | $15.24 | -6.2% | 0.8x | $2.4B | +94% |