Friday, September 25, 2026 - Generated 05:35 AM PT
Market color: Futures rose Friday as AI optimism offset higher oil prices and a spike in the 10-year Treasury yield to 5.14% (a level last seen in 2007), which pressured high-multiple tech names. Meta's AI-driven rally and a coordinated bid across space pure plays led the upside, while Oracle's Project Jupiter data-center delay weighed on AI infrastructure names.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| VFS | VinFast Auto Ltd. | Before Open | $-0.35 | $7.3B |
| PMCGF | PT Merdeka Copper Gold Tbk | Not Specified | $-0.01 | $2.4B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| MDOUF | Maisons du Monde S.A. | Not Specified | - | $1.9B |
| TBN | Tamboran Resources Corporation | Before Open | $-0.31 | $1.3B |
| CGMLF | Chalice Mining Limited | Not Specified | - | $339.4M |
| ZENA | ZenaTech, Inc. | Before Open | $-0.22 | $129.8M |
| CBAT | CBAK Energy Technology Limited | Before Open | $-0.06 | $121.4M |
| MWC | Micware Co., Ltd. | Before Open | - | $104.0M |
| SRCGF | Homeland Nickel Inc. | After Close | - | $80.4M |
| DMXCF | District Metals Corp. | Before Open | $-0.01 | $57.7M |
| DLPRF | DLP Resources Inc. | Time Specified | - | $48.0M |
| GPTRF | Grande Portage Resources Ltd. | After Close | - | $41.4M |
| DYNDF | Dye & Durham Limited | Before Open | $0.12 | $22.7M |
| CGMXF | Canadian Goldfields Discovery Corp. | After Close | - | $16.7M |
| MIVOF | Miivo AI Inc | After Close | - | $10.5M |
| CLGN | CollPlant Biotechnologies Ltd. | Before Open | $-2.4 | $7.8M |
| GSRCF | GSP Resource Corp. | After Close | - | $6.8M |
| SMPEF | Southern Empire Resources Corp. | After Close | - | $4.3M |
| PGXFF | Prosper Gold Corp. | After Close | - | $1.4M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| PL | Planet Labs | Space | $17.62 | +7.6% | 1.6x | Y |
| WDC | Western Digital | AI | $450.31 | -4.9% | 0.9x | Y |
| RKLB | Rocket Lab | Space | $73.61 | +4.7% | 1.2x | Y |
| META | Meta | AI | $777.59 | +4.5% | 1.8x | Y |
| BKSY | BlackSky | Space | $23.17 | +4.1% | 0.8x | Y |
| ORCL | Oracle | AI | $139.54 | -3.5% | 1.7x | Y |
| COHR | Coherent | AI | $290.61 | -3.3% | 0.8x | Y |
| PSN | Parsons | Space | $42.44 | -3.1% | 0.6x | Y |
| BE | Bloom Energy | AI | $266.65 | -3.1% | 1.1x | Y |
| LUNR | Intuitive Machines | Space | $15.70 | +3.0% | 0.9x | Y |
| RDW | Redwire | Space | $11.60 | +2.9% | 0.9x | Y |
| SPCE | Virgin Galactic | Space | $3.20 | +2.6% | 0.6x | Y |
| AMD | AMD | AI | $629.26 | +2.4% | 1.0x | Y |
| BWXT | BWX Technologies | Space | $138.68 | -2.2% | 0.9x | Y |
[Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-valuation-falling-might-not-140207364.html) - Nvidia leads tech stocks lower as Treasury yields surge: AlphaCheck — Here's a check of the markets in the first few minutes of trading. [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-leads-tech-stocks-lower-as-treasury-yields-surge-alphacheck-133744347.html) - The Stock Market Is Triggering a Warning Seen Only Once Before, and Warren Buffett Has a Stark Warning for Investors — Investors may want to start preparing their portfolios for volatility. [Motley Fool](https://www.fool.com/investing/2026/09/25/the-stock-market-is-triggering-a-warning-seen-only/)
[Investor's Business ](https://www.investors.com/news/technology/akamai-stock-akam-surges-anthropic-artificial-intelligence-computing/?src=A00220&yptr=yahoo) - Technology Stocks Are Back, Because Nothing Else Is — A month ago, only seven technology stocks appeared in the IBD 50 and none in the top 25, as the outlook for artificial intelligence dimmed. Today, tech stocks are back in force with the likes of Nvid [Investor's Business ](https://www.investors.com/stock-lists/ibd-50/technology-tech-stocks-ibd-50-nvidia-palantir-amd-micron/?src=A00220&yptr=yahoo) - Wall St futures gain as AI enthusiasm eases worries over higher oil prices, yields — By Johann M Cherian and Avinash P Sept 25 (Reuters) - US stock index futures rose on Friday as AI optimism offset worries regarding high oil prices and rising Treasury yields, while investors [Reuters](https://finance.yahoo.com/markets/stocks/articles/wall-st-futures-gain-ai-095035646.html)
[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/week-ai-chips-secure-ai-113717596.html) - AMD Just Joined Nvidia in the $1 Trillion Club. At $614, Wall Street Is Paying Too Much for a Distant No. 2. — AMD is the latest semiconductor stock to reach a trillion-dollar market cap. [Motley Fool](https://www.fool.com/investing/2026/09/25/amd-just-joined-nvidia-in-the-1-trillion-club-at-6/) - Jim Cramer Couldn’t Believe People Didn’t Take Broadcom Inc. (AVGO)’s CEO Seriously — For Broadcom Inc. (NASDAQ:AVGO), just like with NVIDIA, the debate is all about sustained demand for AI compute. And just as with NVIDIA, Cramer’s a big fan of the firm. The CNBC TV host regularly pra [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-couldn-t-believe-100230015.html)
[Reuters](https://finance.yahoo.com/markets/stocks/articles/wall-st-futures-gain-ai-095035646.html) - AMD, Marvell, Akamai, Chevron, and More Stocks That Explain Today’s Market — It was looking like a good end to the week for tech but energy stocks were falling as oil prices slipped. [Barrons.com](https://www.barrons.com/articles/stock-movers-4d9aad60?siteid=yhoof2&yptr=yahoo) - The Zacks Analyst Blog Highlights Marvell Technology and NVIDIA — NVIDIA and Marvell are riding AI infrastructure demand, but their growth, margins, profitability and valuations differ sharply. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-marvell-081900926.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/goldman-sachs-just-gave-ai-stock-fans-a-cold-hard-reality-check-121638833.html) - Nvidia leads tech stocks lower as Treasury yields surge: AlphaCheck — Here's a check of the markets in the first few minutes of trading. [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-leads-tech-stocks-lower-as-treasury-yields-surge-alphacheck-133744347.html) - 3 Profitable Stocks We Think Twice About — While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my [StockStory](https://finance.yahoo.com/markets/stocks/articles/3-profitable-stocks-think-twice-115237783.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/metas-stock-surges-moves-ai-194025560.html) - How Muse AI is expanding Meta's moat, & why you shouldn't bring iced coffee to job interviews — In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Meta's (META) Muse AI agent, how the bond market's recent moves could threaten the AI boom, job interview etiquette, an [Yahoo Finance Video](https://finance.yahoo.com/video/muse-ai-expanding-metas-moat-180537667.html) - Alphabet Trades for 17 Times Earnings. The S&P 500 Trades for 25 Times Earnings. Is This the Best Stock to Buy in the Ma — Alphabet is still a great stock to buy, but there's a caveat to its valuation. [Motley Fool](https://www.fool.com/investing/2026/09/25/alphabet-trades-for-17-times-earnings-the-sp-500-t/)
[Yahoo Finance](https://finance.yahoo.com/markets/article/goldman-sachs-just-gave-ai-stock-fans-a-cold-hard-reality-check-121638833.html) - Nvidia leads tech stocks lower as Treasury yields surge: AlphaCheck — Here's a check of the markets in the first few minutes of trading. [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-leads-tech-stocks-lower-as-treasury-yields-surge-alphacheck-133744347.html) - DP World Shifts Routes as Costs From War Disruptions Rise — Plus, a California startup uses 3-D printing to help make gas turbines and Amazon is boosting robotics output with an Indiana factory. [The Wall Street Jour](https://www.wsj.com/logistics-report/dp-world-shifts-routes-as-costs-from-war-disruptions-rise-e3380b74?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/article/goldman-sachs-just-gave-ai-stock-fans-a-cold-hard-reality-check-121638833.html) - Nvidia leads tech stocks lower as Treasury yields surge: AlphaCheck — Here's a check of the markets in the first few minutes of trading. [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-leads-tech-stocks-lower-as-treasury-yields-surge-alphacheck-133744347.html) - Oracle's Stock Falls 3.5% on Data Center Delay Concerns — ORCL's shares lost 3.5% after a force majeure notice raised concerns over delays, power challenges and costs tied to its massive AI data center project. [Zacks](https://finance.yahoo.com/technology/ai/articles/oracles-stock-falls-3-5-110800801.html)
[Investor's Business ](https://www.investors.com/stock-lists/ibd-50/technology-tech-stocks-ibd-50-nvidia-palantir-amd-micron/?src=A00220&yptr=yahoo) - Dow Jones Futures Signal Rebound For Resilient Market; Tesla, Akamai, Taiwan Semi In Focus — Futures rose, with the market showing resilience even as yields keep rising. Taiwan Semi is a buy. Tesla held a Semi event. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-market-rally-resilient-yields-oil-prices-rising-tesla-semi-event/?src=A00220&yptr=yahoo) - AMD Just Joined Nvidia in the $1 Trillion Club. At $614, Wall Street Is Paying Too Much for a Distant No. 2. — AMD is the latest semiconductor stock to reach a trillion-dollar market cap. [Motley Fool](https://www.fool.com/investing/2026/09/25/amd-just-joined-nvidia-in-the-1-trillion-club-at-6/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $47.02 | $102.76 | +118.5% |
| PL | Space | $17.62 | $33.40 | +89.6% |
| LUNR | Space | $15.70 | $29.50 | +87.9% |
| MNTS | Space | $4.29 | $8.00 | +86.7% |
| ORCL | AI | $139.54 | $237.97 | +70.5% |
| SPIR | Space | $12.26 | $20.88 | +70.3% |
| BKSY | Space | $23.17 | $38.42 | +65.8% |
| BWXT | Space | $138.68 | $222.07 | +60.1% |
| VST | AI | $137.94 | $217.58 | +57.7% |
| MOD | AI | $196.95 | $310.29 | +57.5% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| META | $777.59 | +4.5% | 1.8x | $1.98T | 29.3 | +1% |
| AMD | $629.26 | +2.4% | 1.0x | $1.03T | 160.1 | -2% |
| MOD | $196.95 | +2.0% | 0.7x | $10.5B | 73.5 | +58% |
| GOOGL | $342.36 | +1.3% | 0.8x | $4.19T | 17.2 | +25% |
| ANET | $205.70 | +1.1% | 0.5x | $259.4B | 65.3 | +18% |
| TSM | $451.15 | +1.0% | 0.6x | $2.34T | 33.4 | +22% |
| MU | $1080.53 | +0.8% | 0.6x | $1.22T | 24.5 | +40% |
| CSCO | $106.97 | +0.5% | 1.4x | $421.7B | 32.1 | +28% |
| HUBB | $465.88 | +0.5% | 0.7x | $24.6B | 27.6 | +21% |
| GEV | $955.04 | +0.3% | 0.7x | $254.4B | 27.4 | +30% |
| ETN | $440.00 | +0.3% | 0.6x | $170.9B | 44.9 | +9% |
| SMCI | $41.51 | +0.2% | 0.7x | $26.9B | 12.7 | +2% |
| AMZN | $249.38 | +0.0% | 0.7x | $2.69T | 20.1 | +32% |
| VST | $137.94 | -0.0% | 0.8x | $46.3B | 23.3 | +58% |
| AMAT | $474.25 | -0.0% | 0.5x | $376.4B | 41.0 | +35% |
| LRCX | $307.16 | -0.0% | 0.7x | $384.4B | 53.4 | +22% |
| TLN | $300.01 | -0.1% | 0.6x | $14.4B | 9.8 | +54% |
| SCCO | $201.58 | -0.2% | 0.7x | $170.2B | 30.3 | -15% |
| KLAC | $187.11 | -0.4% | 0.7x | $244.2B | 51.0 | +25% |
| NVDA | $224.58 | -0.4% | 0.6x | $5.42T | 28.4 | +46% |
| POWL | $191.62 | -0.5% | 0.5x | $7.0B | 36.6 | +46% |
| MSFT | $497.93 | -0.5% | 0.5x | $3.70T | 27.7 | +16% |
| GNRC | $198.05 | -0.7% | 0.7x | $11.7B | 45.5 | +48% |
| FCX | $72.08 | -0.7% | 0.7x | $103.5B | 35.3 | +0% |
| MRVL | $258.95 | -0.7% | 0.6x | $232.7B | 86.3 | +12% |
| LITE | $929.04 | -0.8% | 0.8x | $83.3B | 26.9 | +24% |
| CEG | $261.62 | -0.9% | 0.5x | $92.7B | 25.8 | +33% |
| ASML | $1722.50 | -1.3% | 0.8x | $661.6B | 59.2 | +23% |
| AVGO | $350.36 | -1.3% | 0.9x | $1.67T | 44.6 | +52% |
| VRT | $245.30 | -1.4% | 0.7x | $94.4B | 55.4 | +38% |
| FLNC | $7.46 | -1.6% | 0.9x | $1.4B | - | +36% |
| ABBNY | $97.88 | -1.8% | 0.0x | $177.2B | 36.0 | -6% |
| STX | $905.92 | -1.9% | 0.7x | $206.0B | 66.7 | +24% |
| BE | $266.65 | -3.1% | 1.1x | $78.5B | 346.3 | +5% |
| COHR | $290.61 | -3.3% | 0.8x | $56.9B | 70.4 | +43% |
| ORCL | $139.54 | -3.5% | 1.7x | $421.9B | 21.9 | +70% |
| WDC | $450.31 | -4.9% | 0.9x | $162.4B | 16.7 | +48% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| PL | $17.62 | +7.6% | 1.6x | $6.4B | +90% |
| RKLB | $73.61 | +4.7% | 1.2x | $47.1B | +49% |
| BKSY | $23.17 | +4.1% | 0.8x | $948.2M | +66% |
| LUNR | $15.70 | +3.0% | 0.9x | $2.5B | +88% |
| RDW | $11.60 | +2.9% | 0.9x | $2.9B | +27% |
| SPCE | $3.20 | +2.6% | 0.6x | $485.1M | +11% |
| KTOS | $47.02 | +1.9% | 1.1x | $8.8B | +118% |
| ASTS | $61.06 | +1.8% | 0.7x | $23.8B | +30% |
| MNTS | $4.29 | +1.3% | 0.5x | $94.1M | +87% |
| IRDM | $48.89 | +1.2% | 0.4x | $5.2B | -14% |
| DCO | $174.57 | +1.2% | 0.9x | $2.6B | +21% |
| SPIR | $12.26 | +0.4% | 0.8x | $479.6M | +70% |
| UFO | $43.42 | +0.3% | 0.6x | - | - |
| ARKX | $32.77 | +0.3% | 0.4x | - | - |
| HWM | $229.38 | +0.3% | 0.7x | $91.5B | +47% |
| VSAT | $73.72 | +0.1% | 0.5x | $10.2B | +41% |
| XAR | $239.46 | +0.0% | 1.0x | - | - |
| SATS | $0.00 | +0.0% | - | - | - |
| GE | $319.78 | -0.0% | 0.9x | $331.8B | +25% |
| GSAT | $82.46 | -0.0% | 0.7x | $10.7B | +9% |
| WWD | $325.88 | -0.1% | 0.8x | $19.2B | +35% |
| CW | $544.21 | -0.2% | 1.2x | $20.1B | +44% |
| LMT | $523.70 | -0.2% | 0.7x | $120.9B | +22% |
| LHX | $238.04 | -0.5% | 0.9x | $44.3B | +42% |
| NOC | $508.98 | -1.1% | 0.6x | $72.3B | +27% |
| HEI | $306.33 | -1.4% | 0.9x | $42.8B | +29% |
| TDY | $612.02 | -1.5% | 1.1x | $28.4B | +24% |
| BA | $196.80 | -1.6% | 1.6x | $155.4B | +39% |
| RTX | $188.61 | -1.9% | 0.7x | $254.2B | +24% |
| DXYZ | $29.14 | -2.0% | 0.9x | $887.8M | - |
| BWXT | $138.68 | -2.2% | 0.9x | $12.7B | +60% |
| PSN | $42.44 | -3.1% | 0.6x | $4.5B | +40% |