Monday, September 28, 2026 - Generated 05:32 AM PT
Market color: US futures pointed higher into Monday's open as Treasury yields eased and a broad AI rebound lifted data-center, power and energy-infrastructure names; IPO speculation (SpaceX, Anthropic) and AI power plays (Generac's Amazon deal, Vertiv's acquisition) drove the tape, while Meta pulled back after a ~30% September run.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| JEF | Jefferies Financial Group Inc. | After Close | $1.0 | $9.7B |
| VFS | VinFast Auto Ltd. | Before Open | $-0.35 | $7.4B |
| MTN | Vail Resorts, Inc. | After Close | $-5.35 | $4.9B |
| SHAOF | SHIMAMURA Co., Ltd. | Not Specified | $55.63 | $4.5B |
| PMCGF | PT Merdeka Copper Gold Tbk | Not Specified | $-0.01 | $2.4B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| IDT | IDT Corporation | After Close | $0.98 | $1.7B |
| OCINF | OCI N.V. | Not Specified | - | $1.0B |
| ADSE | ADS-TEC Energy PLC | After Close | - | $812.8M |
| IVA | Inventiva S.A. | Not Specified | - | $796.1M |
| IVEVF | Inventiva S.A. | Not Specified | - | $760.6M |
| GDRZF | Gold Reserve Ltd. | After Close | - | $713.7M |
| HKD | AMTD Digital Inc. | After Close | - | $528.0M |
| NB | NioCorp Developments Ltd. | After Close | $-0.02 | $515.4M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $485.1M |
| TUWLF | Tullow Oil plc | Not Specified | - | $378.8M |
| CGMLF | Chalice Mining Limited | Not Specified | - | $339.4M |
| UURAF | Ucore Rare Metals Inc. | After Close | $-0.02 | $269.2M |
| TDRRF | Tudor Gold Corp. | After Close | - | $256.0M |
| MLPNF | Millennial Potash Corp. | After Close | $-0.03 | $207.8M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| BE | Bloom Energy | AI | $288.70 | +8.3% | 1.1x | Y |
| FLNC | Fluence Energy | AI | $7.85 | +5.2% | 1.1x | Y |
| GNRC | Generac | AI | $208.14 | +5.1% | 1.0x | Y |
| DXYZ | Destiny Tech100 | Space | $30.62 | +5.1% | 0.7x | Y |
| SMCI | Super Micro | AI | $43.26 | +4.2% | 1.1x | Y |
| MSFT | Microsoft | AI | $516.17 | +3.7% | 1.3x | Y |
| META | Meta | AI | $751.66 | -3.3% | 1.3x | Y |
| VRT | Vertiv | AI | $253.28 | +3.3% | 0.8x | Y |
| KTOS | Kratos Defense | Space | $45.62 | -3.0% | 0.8x | Y |
| LRCX | Lam Research | AI | $315.21 | +2.6% | 0.8x | Y |
| GE | GE Aerospace | Space | $327.09 | +2.3% | 1.1x | Y |
| AMAT | Applied Materials | AI | $485.00 | +2.3% | 0.7x | Y |
[Yahoo Finance](https://finance.yahoo.com/technology/article/nvidia-announces-jaw-dropping-150-billion-stock-buyback-largest-single-authorization-in-history-121342628.html) - Nvidia announces record $150 billion share buyback increase — The authorization raises Nvidia's total remaining repurchase program to $235 billion, to be executed through fiscal year 2028 [Quartz](https://qz.com/nvidia-share-buyback-repurchase-record-150-billion-092826) - Nvidia Stock in Focus -- Chip Giant Unveils Powerful AI Safety Platform — Nvidia Makes Major AI Safety Move With New Open Agent Platform [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/nvidia-stock-focus-chip-giant-122306846.html)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/apple-nvidia-just-delivered-major-122230915.html) - This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD — Nvidia is today’s AI chip leader. [Motley Fool](https://www.fool.com/investing/2026/09/28/this-could-be-nvidia-s-biggest-challenger-in-the-ai-chip-market-hint-it-s-not-amd/) - INTC, AMD, AVGO: Chip Stocks Lead Slide As Tech Gets Hammered Amid Renewed U.S.-Iran Tensions — Oil shock has put the AI trade under a fresh macro test. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/intc-amd-avgo-chip-stocks-lead-slide-as-tech-gets-hammered-amid-renewed-u-s-iran-tensions/cZMSobvRBQc)
[Investor's Business ](https://www.investors.com/news/technology/ai-stocks-artificial-intelligence-stocks-news-sept282026/?src=A00220&yptr=yahoo) - Latest News In AI Chips - AI's Impact on Semiconductor Transformation and Material Demand — Recent developments in the AI chips sector highlight a significant transformation in the electronic chemicals and materials industry. Artificial intelligence is playing a crucial role in improving sem [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-ais-113714144.html) - INTC, AMD, AVGO: Chip Stocks Lead Slide As Tech Gets Hammered Amid Renewed U.S.-Iran Tensions — Oil shock has put the AI trade under a fresh macro test. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/intc-amd-avgo-chip-stocks-lead-slide-as-tech-gets-hammered-amid-renewed-u-s-iran-tensions/cZMSobvRBQc)
[Barrons.com](https://www.barrons.com/articles/sandisk-stock-marvell-openai-ai-1308f308?siteid=yhoof2&yptr=yahoo) - Intel, Sandisk, Chevron, Boeing, NIO, and More Stocks That Explain Today’s Market — FEATURE Stock futures were dropping on Monday after talks between the U.S. and Iran failed to yield a peace deal, driving oil prices and bond yields higher. Artificial-intelligence stocks were strugg [Barrons.com](https://www.barrons.com/articles/stock-movers-4aac0ea6?siteid=yhoof2&yptr=yahoo) - Qualcomm Stock Has an Opportunity Investors May Be Underestimating — Qualcomm just posted 61% automotive growth and raised its non-handset target to $40 billion, yet the market keeps valuing it like a company living and dying by smartphone chips. Something in that gap [24/7 Wall St.](https://247wallst.com/investing/2026/09/27/qualcomm-stock-has-an-opportunity-investors-may-be-underestimating/)
[Yahoo Finance Video](https://finance.yahoo.com/video/trust-customers-not-loudest-online-110000312.html) - Why most ads are terrible: Former Microsoft CSO — Stagwell CEO, former Microsoft Chief Strategy Officer, and White House pollster Mark Penn sits down with Yahoo Finance Executive Editor Brian Sozzi to break down why most modern digital ads fail, and [Yahoo Finance Video](https://finance.yahoo.com/video/why-most-ads-terrible-former-100000360.html) - These AI Stocks Took Off Or Tumbled In Q3. Here's Why. — AI stocks show diverging fortunes in Q3, with software plays and Nvidia rebounding while Ciena, CoreWeave, Broadcom and Google lagged. [Investor's Business ](https://www.investors.com/news/technology/ai-stocks-artificial-intelligence-stocks-news-sept282026/?src=A00220&yptr=yahoo)
[Private Banker Inter](https://www.privatebankerinternational.com/news/citadel-quant-hiring-ai/) - These AI Stocks Took Off Or Tumbled In Q3. Here's Why. — AI stocks show diverging fortunes in Q3, with software plays and Nvidia rebounding while Ciena, CoreWeave, Broadcom and Google lagged. [Investor's Business ](https://www.investors.com/news/technology/ai-stocks-artificial-intelligence-stocks-news-sept282026/?src=A00220&yptr=yahoo) - Citi Sees $11 Billion Optical Networking Boom Driven By Google, Nvidia — With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030. [Investor's Business ](https://www.investors.com/news/technology/citi-sees-optical-networking-boom-driven-by-google-nvidia/?src=A00220&yptr=yahoo)
[MT Newswires](https://finance.yahoo.com/markets/stocks/articles/apple-amazon-face-renewed-uk-121944299.html) - Apple and Amazon face revived UK consumer lawsuit over product sales — LONDON, Sept 28 () - Britain's Competition Appeal Tribunal on Monday allowed part of a consumer lawsuit against Apple and Amazon to proceed over claims they restricted competition in the sale of Appl [Reuters](https://uk.news.yahoo.com/apple-amazon-face-revived-uk-095003631.html) - Apple and Amazon Face UK Consumer Lawsuit Over Marketplace Sales — Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) will face part of a UK consumer lawsuit alleging that restrictions on sellers of Apple products on Amazon’s UK marketplace reduced competition and increase [InvestorsHub](https://investorshub.advfn.com/market-news/article/36964/apple-and-amazon-face-uk-consumer-lawsuit-over-marketplace-sales)
[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-28-2026/card/stocks-to-watch-intel-meta-oracle-xDbPWFTyOj0RjkaIT9a7?siteid=yhoof2&yptr=yahoo) - Oracle vs. Salesforce: Which Enterprise AI Stock Has More Room to Run? — AI is disrupting the tech world, but these companies are quickly adapting. [Motley Fool](https://www.fool.com/investing/2026/09/28/oracle-vs-salesforce-which-enterprise-ai-stock-has/) - Nasdaq, S&P 500 Futures Fall As Oil Spikes On Trump’s Snub To Iran: MU, NVDA, SKHY, SPCX, NIO Stocks In Focus — Retail traders are heading into a data-heavy week with bullish sentiment on SPY and QQQ. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-fall-as-oil-spikes-on-trump-snub-to-iran-mu-nvda-skhy-spcx-nio-stocks-in-focus/cZMSFEIRBQR)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/apple-nvidia-just-delivered-major-122230915.html) - The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM — ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-analog-060000199.html) - TSMC Affiliate Plans Second Singapore Chip Plant in Asia Push — A venture by Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. is considering a second chipmaking plant in Singapore to meet growing demand. [Bloomberg](https://finance.yahoo.com/technology/articles/tsmc-affiliate-plans-second-singapore-052732593.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $45.62 | $102.76 | +125.3% |
| PL | Space | $17.43 | $33.40 | +91.6% |
| MNTS | Space | $4.23 | $8.00 | +89.1% |
| LUNR | Space | $15.61 | $29.50 | +89.0% |
| ORCL | AI | $137.10 | $237.97 | +73.6% |
| SPIR | Space | $12.08 | $20.88 | +72.8% |
| BKSY | Space | $23.25 | $38.42 | +65.3% |
| BWXT | Space | $138.47 | $222.07 | +60.4% |
| VST | AI | $138.46 | $217.58 | +57.1% |
| MOD | AI | $198.07 | $310.29 | +56.7% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| BE | $288.70 | +8.3% | 1.1x | $85.0B | 374.9 | -3% |
| FLNC | $7.85 | +5.2% | 1.1x | $1.5B | - | +29% |
| GNRC | $208.14 | +5.1% | 1.0x | $12.3B | 47.8 | +41% |
| SMCI | $43.26 | +4.2% | 1.1x | $28.0B | 13.3 | -2% |
| MSFT | $516.17 | +3.7% | 1.3x | $3.83T | 28.7 | +12% |
| VRT | $253.28 | +3.3% | 0.8x | $97.5B | 57.3 | +34% |
| LRCX | $315.21 | +2.6% | 0.8x | $394.5B | 54.8 | +19% |
| AMAT | $485.00 | +2.3% | 0.7x | $384.9B | 41.8 | +32% |
| COHR | $295.83 | +1.8% | 0.8x | $57.9B | 72.0 | +40% |
| TLN | $304.42 | +1.5% | 0.7x | $14.6B | 9.9 | +51% |
| WDC | $456.81 | +1.4% | 0.8x | $164.7B | 17.0 | +46% |
| LITE | $941.65 | +1.4% | 0.8x | $84.5B | 27.3 | +22% |
| ASML | $1743.94 | +1.2% | 0.5x | $669.8B | 60.2 | +22% |
| STX | $916.83 | +1.2% | 0.6x | $208.5B | 65.8 | +23% |
| SCCO | $203.92 | +1.2% | 0.7x | $172.2B | 30.6 | -16% |
| MRVL | $261.94 | +1.2% | 0.5x | $235.4B | 87.0 | +11% |
| AVGO | $352.81 | +0.7% | 0.7x | $1.68T | 44.9 | +51% |
| CEG | $263.27 | +0.6% | 0.7x | $93.3B | 25.7 | +32% |
| MOD | $198.07 | +0.6% | 0.9x | $10.5B | 74.2 | +57% |
| GOOGL | $343.92 | +0.5% | 0.8x | $4.21T | 17.3 | +25% |
| KLAC | $187.92 | +0.4% | 0.6x | $245.2B | 51.3 | +24% |
| ANET | $206.55 | +0.4% | 0.6x | $260.5B | 65.6 | +17% |
| VST | $138.46 | +0.4% | 1.1x | $46.5B | 23.3 | +57% |
| FCX | $72.31 | +0.3% | 0.6x | $103.8B | 35.4 | +0% |
| GEV | $957.63 | +0.3% | 0.6x | $255.0B | 27.5 | +29% |
| NVDA | $225.07 | +0.2% | 0.7x | $5.43T | 28.5 | +46% |
| AMD | $630.63 | +0.2% | 0.7x | $1.03T | 161.3 | -2% |
| MU | $1082.28 | +0.2% | 0.6x | $1.22T | 24.4 | +40% |
| HUBB | $466.62 | +0.2% | 0.7x | $24.7B | 27.6 | +21% |
| AMZN | $249.67 | +0.1% | 0.8x | $2.69T | 20.1 | +32% |
| ETN | $439.98 | -0.0% | 0.7x | $170.8B | 44.9 | +9% |
| TSM | $450.61 | -0.1% | 0.6x | $2.34T | 33.6 | +23% |
| CSCO | $106.70 | -0.3% | 1.0x | $420.7B | 32.0 | +29% |
| ABBNY | $97.09 | -0.8% | - | $175.8B | 35.7 | -4% |
| POWL | $189.53 | -1.1% | 0.9x | $6.9B | 36.2 | +48% |
| ORCL | $137.10 | -1.7% | 0.7x | $414.6B | 21.5 | +74% |
| META | $751.66 | -3.3% | 1.3x | $1.91T | 28.3 | +5% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| DXYZ | $30.62 | +5.1% | 0.7x | $932.9M | - |
| GE | $327.09 | +2.3% | 1.1x | $339.4B | +22% |
| PSN | $43.07 | +1.5% | 0.8x | $4.6B | +38% |
| WWD | $330.31 | +1.4% | 0.5x | $19.5B | +33% |
| HWM | $232.48 | +1.4% | 0.8x | $92.7B | +45% |
| ASTS | $61.81 | +1.2% | 0.5x | $24.1B | +29% |
| HEI | $308.53 | +0.7% | 1.3x | $43.1B | +28% |
| BA | $198.07 | +0.6% | 0.9x | $156.4B | +38% |
| GSAT | $82.88 | +0.5% | 0.5x | $10.7B | +9% |
| RKLB | $73.95 | +0.5% | 1.0x | $47.3B | +48% |
| RTX | $189.40 | +0.4% | 0.8x | $255.3B | +24% |
| TDY | $614.15 | +0.3% | 0.8x | $28.5B | +23% |
| BKSY | $23.25 | +0.3% | 0.7x | $951.5M | +65% |
| NOC | $510.52 | +0.3% | 0.6x | $72.5B | +26% |
| UFO | $43.55 | +0.3% | 0.7x | - | - |
| RDW | $11.62 | +0.2% | 0.8x | $2.9B | +26% |
| SATS | $0.00 | +0.0% | - | - | - |
| XAR | $239.46 | +0.0% | 0.9x | - | - |
| LHX | $237.69 | -0.1% | 1.1x | $44.3B | +42% |
| BWXT | $138.47 | -0.2% | 1.0x | $12.7B | +60% |
| ARKX | $32.70 | -0.2% | 0.7x | - | - |
| IRDM | $48.75 | -0.3% | 0.7x | $5.2B | -14% |
| SPCE | $3.19 | -0.3% | 0.5x | $483.6M | +12% |
| LUNR | $15.61 | -0.6% | 0.7x | $2.5B | +89% |
| CW | $539.73 | -0.8% | 0.7x | $19.9B | +46% |
| LMT | $519.56 | -0.8% | 1.0x | $119.9B | +23% |
| VSAT | $73.02 | -0.9% | 0.4x | $10.1B | +42% |
| PL | $17.43 | -1.1% | 1.6x | $6.3B | +92% |
| MNTS | $4.23 | -1.3% | 0.5x | $92.9M | +89% |
| DCO | $172.15 | -1.4% | 1.0x | $2.6B | +23% |
| SPIR | $12.08 | -1.5% | 0.7x | $472.5M | +73% |
| KTOS | $45.62 | -3.0% | 0.8x | $8.6B | +125% |