Thursday, October 01, 2026 - Generated 05:31 AM PT
Market color: Stock futures pointed lower overnight as rising Treasury yields pressured equities ahead of today's inflation data and Micron's earnings. AI-power and defense names led the declines (Bloom Energy, Constellation, Northrop), while the space complex stayed choppy following the SpaceX IPO.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| ACN | Accenture plc | Before Open | $3.18 | $112.2B |
| NKE | NIKE, Inc. | After Close | $0.44 | $52.4B |
| MKC | McCormick & Company, Incorporated | Before Open | $0.76 | $12.5B |
| AYI | Acuity Inc. | Before Open | $5.56 | $9.3B |
| SOIEF | Stolt-Nielsen Limited | Not Specified | $1.08 | $2.4B |
| PPAAF | PT Perusahaan Gas Negara (Persero) | Not Specified | $0.01 | $2.0B |
| GDRZF | Gold Reserve Ltd. | After Close | - | $734.4M |
| AMXEF | Amex Gold Mining Inc. | After Close | - | $466.3M |
| UURAF | Ucore Rare Metals Inc. | After Close | $-0.02 | $290.5M |
| TDRRF | Tudor Gold Corp. | After Close | - | $238.7M |
| ECAOF | Eco (Atlantic) Oil & Gas Ltd. | After Close | - | $195.8M |
| TORO | Toro Corp. | Before Open | - | $190.4M |
| MLPNF | Millennial Potash Corp. | After Close | $-0.03 | $189.4M |
| NCFFF | Northcliff Resources Ltd. | Not Specified | - | $165.8M |
| SCTSF | Scottie Resources Corp. | After Close | - | $147.5M |
| LIFFF | Li-FT Power Ltd. | Not Specified | - | $138.2M |
| UCPLF | United Corporations Limited | After Close | - | $131.2M |
| ALVLF | Big Ridge Gold Corp. | After Close | - | $116.3M |
| BCMRF | BCM Resources Corporation | After Close | - | $109.4M |
| NZAUF | Rua Gold Inc. | Not Specified | - | $108.7M |
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| BE | Bloom Energy | AI | $276.98 | -4.9% | 0.9x | Y |
| MNTS | Momentus | Space | $3.87 | +4.6% | 0.7x | Y |
| NOC | Northrop Grumman | Space | $483.48 | -4.2% | 1.8x | Y |
| CEG | Constellation Energy | AI | $254.02 | -4.0% | 1.6x | Y |
| VRT | Vertiv | AI | $241.31 | -2.8% | 0.8x | Y |
| RDW | Redwire | Space | $10.44 | -2.7% | 0.8x | Y |
| BKSY | BlackSky | Space | $21.31 | -2.6% | 1.1x | Y |
| GNRC | Generac | AI | $206.95 | -2.5% | 0.7x | Y |
| ABBNY | ABB Ltd | AI | $94.71 | -2.5% | 0.1x | Y |
| LUNR | Intuitive Machines | Space | $14.24 | -2.1% | 1.0x | Y |
| POWL | Powell Industries | AI | $184.47 | -2.1% | 0.7x | Y |
| HWM | Howmet Aerospace | Space | $226.18 | -2.1% | 1.0x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| TLN | AI | 2.37M | 790.3K | 3.0x | -0.7% |
[Yahoo Finance Video](https://finance.yahoo.com/video/breaking-down-jensen-huangs-biggest-141014414.html) - How Micron's earnings results could impact chip ETFs — The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the health of memory exchange-traded funds (ETFs) and how Micron's (MU) quarterly earnings results will factor in. [Yahoo Finance Video](https://finance.yahoo.com/video/microns-earnings-results-could-impact-133632512.html) - These 5 AI chip stocks are must-own into Q4, BofA says — Investing.com -- In a note on Thursday, analysts at Bank of America named its top semiconductor picks for the fourth quarter. [Investing.com](https://finance.yahoo.com/technology/ai/articles/5-ai-chip-stocks-must-114614029.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/10/01/the-hyperscaler-cpu-threat-to-amd-no-one-is-talking-about/) - I’m Dollar Cost Averaging AMD at Today’s Price Without Fear — AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first. He [24/7 Wall St.](https://247wallst.com/investing/2026/10/01/im-dollar-cost-averaging-amd-at-todays-price-without-fear/) - In AI Race, Software Is Now Winning Alongside Chips — Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software [Barrons.com](https://www.barrons.com/articles/ai-agents-meta-muse-stocks-chips-cb06386a?siteid=yhoof2&yptr=yahoo)
[Investing.com](https://finance.yahoo.com/technology/ai/articles/anthropic-may-borrow-42bn-broadcom-105530373.html) - What Changed In Marvell's Story? — Marvell Technology (MRVL) stock returned 201% in the past year, against 17.7% for the S&P 500. Investors value it as an AI data center chip company at 85.6 times earnings, versus 22.1 for the S&P 500. [Trefis](https://www.trefis.com/articles/616923/what-changed-in-marvells-story/2026-09-30) - S&P 500 dips, Nasdaq higher after data shows moderate inflation rise — By Chuck Mikolajczak and Shashwat Chauhan NEW YORK, Sept 30 (Reuters) - Nasdaq climbed on Wednesday and the S&P 500 dipped, but both indexes notched their second straight quarterly gains, as a softer- [Reuters](https://finance.yahoo.com/markets/stocks/articles/us-stock-futures-slip-ahead-113432814.html)
[Trefis](https://www.trefis.com/articles/616923/what-changed-in-marvells-story/2026-09-30) - Is Cerebras' Next Big Thing Already Here? — Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast [Trefis](https://finance.yahoo.com/technology/ai/articles/cerebras-next-big-thing-already-191532128.html) - What Is The True Hidden Price Of Marvell Stock? — Marvell Technology (MRVL) stock, at $263.27 a share (September 29, 2026 close) and a market value of about $231 billion, trades at 80 times its past twelve months of adjusted earnings per share. That [Trefis](https://www.trefis.com/articles/617122/what-is-the-true-hidden-price-of-marvell-stock/2026-09-30)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-micron-rises-earnings-treasury-yields/?src=A00220&yptr=yahoo) - Every S&P Sector Fell in September Except One — Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years. [24/7 Wall St.](https://247wallst.com/investing/2026/10/01/every-sp-sector-fell-in-september-except-one/) - Microsoft Just Had Its Best Quarter Since 1991 — Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high. Whether November's earnings confir [24/7 Wall St.](https://247wallst.com/investing/2026/10/01/microsoft-just-had-its-best-quarter-since-1991/)
[Yahoo Finance](https://finance.yahoo.com/technology/article/ai-companies-just-signed-a-white-house-accord-and-tech-folks-cant-get-enough-of-the-signatures-095852998.html) - Big Tech's equally big debt pile is raising concerns about the AI boom — The total capital raised by AI hyperscaler, data center, and neo-cloud companies from high-grade debt sales has doubled from $172 billion in 2025 to $346 billion in 2026 year-to-date, according to Bar [Yahoo Finance Video](https://finance.yahoo.com/video/big-techs-equally-big-debt-135017077.html) - Google Shares Climbs as Gemini 4 Argon Enters the AI Race — Google has started rolling out Gemini 4 Argon as some employees debate how well the model handles practical coding tasks. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/google-shares-climbs-gemini-4-121721943.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/elon-musk-takes-aim-delta-131005924.html) - The Hyperscaler CPU Threat to AMD No One Is Talking About — AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on one upcoming chip and wh [24/7 Wall St.](https://247wallst.com/investing/2026/10/01/the-hyperscaler-cpu-threat-to-amd-no-one-is-talking-about/) - The Morning Risk Report: Mexico Tightens AML Rules Amid U.S. Pressure — Plus: Tech giants facing questions over secret AI data-center deals and Congress wants to bring federal agencies to heel over energy projects. [The Wall Street Jour](https://www.wsj.com/risk-compliance-journal/the-morning-risk-report-mexico-tightens-aml-rules-amid-u-s-pressure-0d802b87?siteid=yhoof2&yptr=yahoo)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/oracle-gives-major-flooding-reaches-122929807.html) - The Morning Risk Report: Mexico Tightens AML Rules Amid U.S. Pressure — Plus: Tech giants facing questions over secret AI data-center deals and Congress wants to bring federal agencies to heel over energy projects. [The Wall Street Jour](https://www.wsj.com/risk-compliance-journal/the-morning-risk-report-mexico-tightens-aml-rules-amid-u-s-pressure-0d802b87?siteid=yhoof2&yptr=yahoo) - Micron’s AI-driven outlook; Nike to report - what’s moving markets — Investing.com - Futures linked to the main U.S. stock indices are mixed, as investors prepare for the first trading session of the fourth quarter after they endured a roller-coaster September for fina [Investing.com](https://finance.yahoo.com/markets/stocks/articles/micron-ai-driven-outlook-nike-082034477.html)
[Investing.com](https://finance.yahoo.com/technology/articles/tsmc-weighs-investment-texas-expand-021055343.html) - In AI Race, Software Is Now Winning Alongside Chips — Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software [Barrons.com](https://www.barrons.com/articles/ai-agents-meta-muse-stocks-chips-cb06386a?siteid=yhoof2&yptr=yahoo) - Nvidia Supplier FormFactor’s Stock Surges After Deutsche Bank Says It’s a Buy — FormFactor is Nvidia’s second-biggest supplier of chip-testing equipment. Deutsche Bank says the stock is a Buy. [Barrons.com](https://www.barrons.com/articles/nvidia-formfactor-stock-4aca02ed?siteid=yhoof2&yptr=yahoo)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| KTOS | Space | $42.69 | $102.19 | +139.4% |
| LUNR | Space | $14.24 | $29.50 | +107.2% |
| MNTS | Space | $3.87 | $8.00 | +106.7% |
| PL | Space | $16.39 | $33.40 | +103.8% |
| SPIR | Space | $11.18 | $20.88 | +86.7% |
| BKSY | Space | $21.31 | $38.42 | +80.3% |
| ORCL | AI | $137.30 | $237.97 | +73.3% |
| MOD | AI | $187.20 | $310.29 | +65.8% |
| BWXT | Space | $137.00 | $217.69 | +58.9% |
| RKLB | Space | $69.68 | $109.37 | +57.0% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| MOD | $187.20 | +1.9% | 0.9x | $9.9B | 69.9 | +66% |
| LRCX | $328.51 | +1.4% | 0.8x | $411.1B | 57.1 | +14% |
| AMZN | $249.15 | +1.0% | 1.1x | $2.69T | 19.8 | +32% |
| STX | $922.34 | +1.0% | 0.7x | $209.7B | 65.8 | +22% |
| GOOGL | $344.08 | +0.9% | 1.4x | $4.21T | 17.1 | +25% |
| MSFT | $512.90 | +0.8% | 0.9x | $3.81T | 28.3 | +13% |
| AMD | $611.76 | +0.7% | 0.7x | $998.7B | 154.9 | +1% |
| CSCO | $107.63 | +0.6% | 0.8x | $424.3B | 32.3 | +26% |
| NVDA | $228.38 | +0.5% | 1.0x | $5.51T | 28.9 | +44% |
| ANET | $203.59 | +0.4% | 0.7x | $256.8B | 64.6 | +19% |
| MRVL | $264.21 | +0.4% | 0.5x | $237.4B | 86.9 | +10% |
| WDC | $454.46 | +0.2% | 0.9x | $163.9B | 16.9 | +46% |
| SMCI | $41.07 | +0.1% | 0.7x | $26.6B | 12.6 | +3% |
| SCCO | $202.64 | +0.0% | 1.1x | $171.1B | 30.4 | -15% |
| MU | $1065.11 | +0.0% | 0.8x | $1.20T | 14.3 | +44% |
| AMAT | $511.38 | -0.1% | 0.8x | $405.8B | 44.0 | +25% |
| TSM | $456.19 | -0.2% | 0.8x | $2.37T | 33.9 | +21% |
| LITE | $971.26 | -0.2% | 0.9x | $87.1B | 28.0 | +19% |
| ORCL | $137.30 | -0.4% | 0.7x | $416.2B | 21.5 | +73% |
| TLN | $312.69 | -0.7% | 3.0x | $14.8B | 10.2 | +46% |
| KLAC | $194.93 | -0.8% | 0.6x | $254.4B | 53.3 | +20% |
| ETN | $429.71 | -0.8% | 0.9x | $166.9B | 43.7 | +12% |
| AVGO | $351.19 | -1.1% | 0.8x | $1.68T | 44.7 | +51% |
| FCX | $70.00 | -1.1% | 1.2x | $100.5B | 34.3 | +4% |
| HUBB | $453.60 | -1.2% | 0.9x | $24.0B | 26.9 | +24% |
| ASML | $1811.67 | -1.2% | 0.8x | $695.9B | 63.3 | +16% |
| GEV | $950.49 | -1.2% | 0.7x | $253.1B | 27.6 | +29% |
| COHR | $287.81 | -1.5% | 0.9x | $56.4B | 69.9 | +43% |
| VST | $138.35 | -1.8% | 1.8x | $46.4B | 23.3 | +54% |
| FLNC | $7.68 | -1.8% | 0.7x | $1.5B | - | +32% |
| META | $725.18 | -1.8% | 1.0x | $1.85T | 26.5 | +10% |
| POWL | $184.47 | -2.1% | 0.7x | $6.7B | 35.3 | +52% |
| ABBNY | $94.71 | -2.5% | 0.1x | $171.4B | 34.8 | -2% |
| GNRC | $206.95 | -2.5% | 0.7x | $12.2B | 47.6 | +40% |
| VRT | $241.31 | -2.8% | 0.8x | $92.9B | 54.5 | +40% |
| CEG | $254.02 | -4.0% | 1.6x | $90.0B | 24.8 | +35% |
| BE | $276.98 | -4.9% | 0.9x | $81.6B | 355.1 | +2% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| MNTS | $3.87 | +4.6% | 0.7x | $85.0M | +107% |
| CW | $543.82 | +1.9% | 1.4x | $20.1B | +45% |
| VSAT | $70.38 | +1.9% | 0.7x | $9.7B | +48% |
| DXYZ | $30.85 | +0.7% | 0.5x | $939.9M | - |
| GSAT | $82.89 | +0.4% | 0.7x | $10.7B | +9% |
| SPIR | $11.18 | +0.3% | 0.7x | $437.3M | +87% |
| DCO | $171.54 | +0.2% | 0.5x | $2.6B | +24% |
| TDY | $606.81 | +0.2% | 0.6x | $28.1B | +25% |
| LHX | $236.78 | +0.1% | 0.9x | $44.1B | +42% |
| PL | $16.39 | +0.1% | 1.2x | $6.0B | +104% |
| SATS | $0.00 | +0.0% | - | - | - |
| RKLB | $69.68 | -0.0% | 1.1x | $44.6B | +57% |
| ARKX | $31.90 | -0.1% | 0.9x | - | - |
| IRDM | $47.90 | -0.1% | 0.6x | $5.1B | -12% |
| UFO | $42.31 | -0.2% | 0.8x | - | - |
| WWD | $328.59 | -0.4% | 1.2x | $19.4B | +33% |
| LMT | $509.25 | -0.6% | 1.0x | $117.5B | +25% |
| RTX | $185.65 | -0.7% | 1.0x | $250.2B | +26% |
| BWXT | $137.00 | -0.7% | 1.4x | $12.6B | +59% |
| XAR | $231.25 | -0.8% | 1.4x | - | - |
| KTOS | $42.69 | -0.8% | 1.4x | $8.0B | +139% |
| BA | $186.05 | -0.9% | 1.8x | $146.9B | +47% |
| ASTS | $58.86 | -0.9% | 1.0x | $22.9B | +35% |
| HEI | $303.18 | -1.3% | 0.8x | $42.4B | +30% |
| PSN | $40.97 | -1.4% | 1.0x | $4.4B | +46% |
| SPCE | $2.99 | -1.6% | 0.6x | $453.3M | +19% |
| GE | $312.29 | -1.8% | 1.1x | $324.0B | +27% |
| HWM | $226.18 | -2.1% | 1.0x | $90.2B | +48% |
| LUNR | $14.24 | -2.1% | 1.0x | $2.3B | +107% |
| BKSY | $21.31 | -2.6% | 1.1x | $872.1M | +80% |
| RDW | $10.44 | -2.7% | 0.8x | $2.6B | +41% |
| NOC | $483.48 | -4.2% | 1.8x | $68.7B | +33% |