Wednesday, September 30, 2026 - Generated 05:32 AM PT
Market color: U.S. stock futures were slightly higher Wednesday morning with Treasury yield pressure lingering ahead of Q3's final trading day, inflation data, and Micron earnings. The tape was bifurcated: AI infrastructure, chip-equipment, and optics names (AMAT, KLAC, ASML, LITE, COHR) rallied on AI-demand and analyst catalysts, while space stocks broadly sold off as post-SpaceX-IPO enthusiasm cooled and a short-seller report questioned sector fundamentals.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| MU | Micron Technology, Inc. | After Close | $31.82 | $1.20T |
| JBL | Jabil Inc. | Before Open | $4.08 | $33.4B |
| CKHGF | Capitec Limited | Not Specified | - | $32.9B |
| FDS | FactSet Research Systems Inc. | Before Open | $4.35 | $9.2B |
| CAG | Conagra Brands, Inc. | Before Open | $0.28 | $6.8B |
| CALM | Cal-Maine Foods, Inc. | Before Open | $-0.76 | $3.2B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| NWWDF | New World Development Company Limit | Not Specified | - | $2.0B |
| PRGS | Progress Software Corporation | After Close | $1.52 | $1.6B |
| ACOLF | and ST HD Co.,Ltd. | Not Specified | $33.2 | $1.2B |
| GRRMF | Gerresheimer AG | Not Specified | $0.5 | $1.0B |
| ITMPF | ITM Power Plc | Not Specified | - | $890.4M |
| ADSE | ADS-TEC Energy PLC | After Close | - | $827.0M |
| GDRZF | Gold Reserve Ltd. | After Close | - | $716.6M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $469.5M |
| CGMLF | Chalice Mining Limited | Not Specified | - | $339.4M |
| UURAF | Ucore Rare Metals Inc. | After Close | $-0.02 | $298.1M |
| TDRRF | Tudor Gold Corp. | After Close | - | $240.8M |
| GMGMF | Graphene Manufacturing Group Ltd | Not Specified | $-0.02 | $223.2M |
| MLPNF | Millennial Potash Corp. | After Close | $-0.03 | $194.9M |
Tracked stocks reporting today: MU (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| BE | Bloom Energy | AI | $291.25 | +10.8% | 1.5x | Y |
| MNTS | Momentus | Space | $3.70 | -8.2% | 1.3x | Y |
| LITE | Lumentum | AI | $973.49 | +5.7% | 1.3x | Y |
| AMAT | Applied Materials | AI | $512.01 | +5.2% | 0.9x | Y |
| SPIR | Spire Global | Space | $11.15 | -5.0% | 1.0x | Y |
| MOD | Modine | AI | $183.72 | +5.0% | 1.3x | Y |
| BKSY | BlackSky | Space | $21.89 | -4.6% | 0.8x | Y |
| MRVL | Marvell | AI | $263.27 | +4.5% | 0.7x | Y |
| LUNR | Intuitive Machines | Space | $14.55 | -4.3% | 0.7x | Y |
| FLNC | Fluence Energy | AI | $7.82 | +4.3% | 0.9x | Y |
| RDW | Redwire | Space | $10.73 | -4.2% | 0.9x | Y |
| ORCL | Oracle | AI | $137.79 | +3.9% | 1.4x | Y |
| KLAC | KLA Corp | AI | $196.53 | +3.9% | 0.7x | Y |
| TLN | Talen Energy | AI | $314.84 | +3.7% | 1.2x | Y |
| VSAT | Viasat | Space | $69.09 | -3.6% | 0.7x | Y |
[Yahoo Finance](https://finance.yahoo.com/technology/article/trump-gathers-with-ai-leaders-floats-self-regulation-as-the-way-to-deal-with-the-technologys-dangers-193745293.html) - How Nvidia is tackling the AI safety problem — Ben Bajarin, Creative Strategies CEO and Principal Analyst, discusses Nvidia's (NVDA) AI safety software and breaks down how the new platform works amid rising AI safety concerns. [Yahoo Finance Video](https://finance.yahoo.com/video/nvidia-tackling-ai-safety-problem-200500655.html) - Nvidia's next 'holy grail' is physical AI: Dan Ives — Next year will be when we see physical AI manifesting in Nvidia’s financial statements. [Yahoo Finance](https://finance.yahoo.com/technology/article/nvidias-next-holy-grail-is-physical-ai-dan-ives-165038841.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/are-meta-amd-and-micron-to-thank-for-the-september-rally-143000810.html) - 3 Tech Stocks That Could Be in Trouble if There's an Artificial Intelligence (AI) Slowdown — These stocks have been hot buys in large part due to expectations of continued strong growth driven by artificial intelligence (AI). [Motley Fool](https://www.fool.com/investing/2026/09/30/3-tech-stocks-that-could-be-in-trouble-if-there-s-an-artificial-intelligence-ai-slowdown/) - AI Chips Update - AMD Expands AI Horizons with World Labs Acquisition — Advanced Micro Devices, Inc. (AMD) has announced a definitive agreement to acquire World Labs, an AI research entity led by Dr. Fei-Fei Li. This strategic acquisition aims to enhance AMD's capabilitie [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-amd-expands-ai-113727529.html)
[Motley Fool](https://www.fool.com/coverage/better-buy/2026/09/30/broadcom-vs-qualcomm-which-technology-stock-is-a-better-buy-in-2026/) - AI Chips Update - AMD Expands AI Horizons with World Labs Acquisition — Advanced Micro Devices, Inc. (AMD) has announced a definitive agreement to acquire World Labs, an AI research entity led by Dr. Fei-Fei Li. This strategic acquisition aims to enhance AMD's capabilitie [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-amd-expands-ai-113727529.html) - US stock futures slip ahead of inflation report — By Shashwat Chauhan and Tharuniyaa Lakshmi Sept 30 (Reuters) - US stock index futures fell in choppy trading on Wednesday, as heavyweight technology stocks eased ahead of a key inflation report and [Reuters](https://finance.yahoo.com/markets/stocks/articles/us-stock-futures-slip-ahead-113432814.html)
[Motley Fool](https://www.fool.com/coverage/better-buy/2026/09/30/asml-holding-n-v-vs-marvell-technology-which-technology-stock-is-a-better-buy-in-2026/) - Can GLOBALFOUNDRIES (GFS) Justify Its Price On Future Cash Flow? — GLOBALFOUNDRIES has climbed 34.1% over the past year, bringing the focus onto whether the cash the business can generate really supports that move. With the share price at US$47.86 as of the last clos [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/globalfoundries-gfs-justify-price-future-030902493.html) - Why Marvell Technology Stock Triumphed on Tuesday — An analyst at a top U.S. bank reiterated his positive outlook on the company. [Motley Fool](https://www.fool.com/investing/2026/09/29/why-marvell-technology-stock-triumphed-on-tuesday/)
[GuruFocus.com](https://tech.yahoo.com/ai/copilot/articles/microsoft-copilot-users-just-got-122711761.html) - OpenAI Eyes $1.4 Trillion Valuation in New Funding — A delayed IPO makes private capital increasingly important. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/openai-eyes-1-4-trillion-121524629.html) - Nokia Oyj (HLSE:NOKIA) Expands AI Partnerships, Is The Stock Still A Bargain? — Nokia Oyj (HLSE:NOKIA) is back in focus after two AI related announcements: an expanded Microsoft partnership on automated telecom operations, and a Deepfield Cloud Intelligence rollout at Zain KSA co [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/nokia-oyj-hlse-nokia-expands-121137181.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/know-trumps-meeting-alex-karp-194043343.html) - Why AMD's World Labs deal just turned up the heat in the AI chip race — Yahoo Finance Executive Editor and Sozzi Unleashed host Brian Sozzi breaks down why AMD (AMD)is acquiring World Labs in a deal valued at $8.2 billion. As part of the deal, World Labs co-founder Fei-Fe [Yahoo Finance Video](https://finance.yahoo.com/video/why-amds-world-labs-deal-142400010.html) - A closer look at Anthropic's 2025 losses, Dan Ives discusses AI safety risks — Yahoo Finance Executive Editor Brian Sozzi takes on the biggest stories as the trading day kicks off, weighing in on Anthropic's (ANTH.PVT) leaked IPO prospectus and Advanced Micro Devices' (AMD) deal [Yahoo Finance Video](https://finance.yahoo.com/video/closer-look-anthropics-2025-losses-141434926.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/openais-dots-connect-4-000-110000304.html) - Bank of America Flags Surprising Risk to Apple Stock — The bigger threat may have little to do with iPhone sales. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/bank-america-flags-surprising-risk-122636874.html) - Anthropic IPO Filing Reveals a Major Vulnerability: Nearly 50% of Sales Flow Through Amazon and Google as Revenue Concen — Anthropic‘s IPO prospectus has revealed the AI developer’s significant reliance on a few tech giants and customers. About 47% of Anthropic’s sales last year were routed through cloud partners Amazon ( [Benzinga Private Mar](https://www.benzinga.com/markets/private-markets/26/09/62075939/anthropic-ipo-filing-reveals-a-major-vulnerability-nearly-50-of-sales-flow-through-amazon-and-google-as-revenue-concentration-raises-risks-report?utm_source=yahooFinance&utm_campaign=partner_feed&utm_medium=referral)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/oracle-50-upside-why-wont-122818115.html) - Oracle Is Down 59% From Its High. Here's Why a $5,000 Investment Made Now Could Be Worth Much More by Mid-2028. — Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028. [Motley Fool](https://www.fool.com/investing/2026/09/30/oracle-is-down-59-from-its-high-heres-why-a-5000-i/) - Tech Giants Face Questions Over Secret AI Data-Center Deals — WASHINGTON—A Democratic lawmaker wants more information on the secret agreements between tech companies building data centers and local officials approving them, their latest attempt to increase overs [The Wall Street Jour](https://www.wsj.com/politics/policy/tech-giants-face-questions-over-secret-ai-data-center-deals-bdc9de98?siteid=yhoof2&yptr=yahoo)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/asml-tsm-earnings-could-expose-120540020.html) - Prediction: Taiwan Semiconductor Manufacturing Will Hit a $3 Trillion Market Cap Before 2027 Is Over — The world's largest chip foundry is bound to benefit as long as heavy AI spending persists. [Motley Fool](https://www.fool.com/investing/2026/09/29/prediction-taiwan-semiconductor-manufacturing-will/) - Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race — More capacity may unlock another wave of equipment spending. [GuruFocus.com](https://finance.yahoo.com/technology/articles/wells-fargo-spots-unexpected-winner-191101346.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $43.05 | $102.76 | +138.7% |
| MNTS | Space | $3.70 | $8.00 | +116.2% |
| PL | Space | $16.38 | $33.40 | +103.9% |
| LUNR | Space | $14.55 | $29.50 | +102.7% |
| SPIR | Space | $11.15 | $20.88 | +87.2% |
| BKSY | Space | $21.89 | $38.42 | +75.5% |
| ORCL | AI | $137.79 | $237.97 | +72.7% |
| MOD | AI | $183.72 | $310.29 | +68.9% |
| BWXT | Space | $138.01 | $222.07 | +60.9% |
| RKLB | Space | $69.70 | $109.37 | +56.9% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| BE | $291.25 | +10.8% | 1.5x | $85.8B | 373.4 | -3% |
| LITE | $973.49 | +5.7% | 1.3x | $87.3B | 28.0 | +19% |
| AMAT | $512.01 | +5.2% | 0.9x | $406.3B | 44.3 | +25% |
| MOD | $183.72 | +5.0% | 1.3x | $9.8B | 68.6 | +69% |
| MRVL | $263.27 | +4.5% | 0.7x | $236.6B | 83.3 | +10% |
| FLNC | $7.82 | +4.3% | 0.9x | $1.5B | - | +29% |
| ORCL | $137.79 | +3.9% | 1.4x | $417.7B | 21.6 | +73% |
| KLAC | $196.53 | +3.9% | 0.7x | $256.5B | 51.9 | +19% |
| TLN | $314.84 | +3.7% | 1.2x | $15.1B | 10.2 | +46% |
| ASML | $1834.39 | +3.6% | 1.1x | $704.6B | 61.4 | +15% |
| COHR | $292.21 | +3.5% | 0.9x | $57.2B | 70.9 | +41% |
| GNRC | $212.22 | +3.4% | 1.1x | $12.5B | 48.8 | +36% |
| META | $738.79 | +3.2% | 1.1x | $1.88T | 27.0 | +8% |
| LRCX | $323.86 | +3.0% | 0.8x | $405.3B | 56.3 | +15% |
| VST | $140.83 | +2.0% | 1.1x | $47.3B | 23.7 | +54% |
| VRT | $248.34 | +1.8% | 0.6x | $95.6B | 56.1 | +36% |
| CEG | $264.58 | +1.6% | 0.7x | $93.7B | 25.9 | +31% |
| AVGO | $355.10 | +1.6% | 0.8x | $1.70T | 45.2 | +50% |
| GEV | $962.49 | +1.3% | 0.6x | $256.3B | 27.3 | +29% |
| MU | $1065.08 | +1.1% | 0.5x | $1.20T | 24.1 | +43% |
| TSM | $456.94 | +0.9% | 0.8x | $2.37T | 34.0 | +21% |
| ABBNY | $97.10 | +0.8% | 0.1x | $175.8B | 35.7 | -4% |
| POWL | $188.46 | +0.7% | 0.5x | $6.9B | 36.1 | +49% |
| ETN | $433.27 | +0.4% | 0.8x | $168.2B | 44.0 | +11% |
| AMZN | $246.67 | +0.2% | 0.8x | $2.66T | 19.8 | +34% |
| CSCO | $106.94 | +0.2% | 0.6x | $421.6B | 32.1 | +27% |
| WDC | $453.48 | +0.1% | 0.8x | $163.5B | 16.8 | +47% |
| SCCO | $202.55 | -0.0% | 0.7x | $171.0B | 30.4 | -15% |
| AMD | $607.57 | -0.0% | 0.7x | $991.8B | 161.2 | +2% |
| MSFT | $508.96 | -0.1% | 0.7x | $3.78T | 28.3 | +14% |
| GOOGL | $340.92 | -0.5% | 0.8x | $4.17T | 17.1 | +26% |
| NVDA | $227.21 | -0.7% | 0.8x | $5.49T | 28.7 | +44% |
| STX | $913.45 | -0.9% | 0.6x | $207.7B | 65.8 | +23% |
| ANET | $202.86 | -1.0% | 0.7x | $255.9B | 64.4 | +19% |
| HUBB | $459.09 | -1.4% | 0.9x | $24.3B | 27.2 | +23% |
| FCX | $70.79 | -1.6% | 0.7x | $101.7B | 34.7 | +3% |
| SMCI | $41.02 | -1.8% | 0.6x | $26.5B | 12.6 | +3% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| BWXT | $138.01 | +2.7% | 1.8x | $12.6B | +61% |
| DXYZ | $30.64 | +2.6% | 0.5x | $933.5M | - |
| BA | $187.68 | +1.8% | 1.7x | $148.2B | +46% |
| DCO | $171.17 | +1.3% | 0.7x | $2.6B | +24% |
| WWD | $329.78 | +1.2% | 1.0x | $19.5B | +32% |
| HWM | $230.94 | +1.1% | 0.7x | $92.1B | +45% |
| HEI | $307.11 | +0.8% | 1.0x | $42.9B | +28% |
| GSAT | $82.59 | +0.3% | 0.6x | $10.7B | +9% |
| CW | $533.85 | +0.3% | 1.3x | $19.7B | +47% |
| SATS | $0.00 | +0.0% | - | - | - |
| GE | $317.89 | -0.1% | 0.9x | $329.8B | +25% |
| PSN | $41.55 | -0.1% | 0.7x | $4.4B | +44% |
| NOC | $504.61 | -0.2% | 0.8x | $71.7B | +28% |
| RTX | $186.94 | -0.4% | 0.8x | $251.9B | +25% |
| XAR | $233.16 | -0.4% | 1.3x | - | - |
| ARKX | $31.92 | -0.5% | 1.0x | - | - |
| LHX | $236.47 | -0.5% | 1.1x | $44.0B | +42% |
| IRDM | $47.94 | -0.8% | 0.6x | $5.1B | -12% |
| TDY | $605.59 | -0.9% | 0.8x | $28.1B | +25% |
| UFO | $42.42 | -1.1% | 0.5x | - | - |
| LMT | $512.21 | -1.1% | 1.1x | $118.2B | +24% |
| KTOS | $43.05 | -2.3% | 1.3x | $8.1B | +139% |
| PL | $16.38 | -2.3% | 1.2x | $6.0B | +104% |
| ASTS | $59.40 | -2.6% | 1.3x | $23.1B | +34% |
| SPCE | $3.04 | -3.2% | 0.5x | $460.9M | +17% |
| RKLB | $69.70 | -3.4% | 1.0x | $44.6B | +57% |
| VSAT | $69.09 | -3.6% | 0.7x | $9.5B | +50% |
| RDW | $10.73 | -4.2% | 0.9x | $2.7B | +37% |
| LUNR | $14.55 | -4.3% | 0.7x | $2.3B | +103% |
| BKSY | $21.89 | -4.6% | 0.8x | $895.8M | +76% |
| SPIR | $11.15 | -5.0% | 1.0x | $436.1M | +87% |
| MNTS | $3.70 | -8.2% | 1.3x | $81.3M | +116% |