🗞 Newsmakers — MID ET, 2026-09-07

📊 MARKET MACRO: S&P 500 $770.19 -0.39% Nasdaq $718.96 +0.18% Dow $534.08 -0.53% Russell 2K $296.01 +0.28% VIX $15.30 +5.30% US Dollar $28.08 +0.25% Oil $141.96 -0.09% Gold $406.77 -0.84% Bitcoin $78,816.86 -1.91% Treasuries: 10Y 4.78% 30Y 5.24%

🔥 HOT SECTORS TODAY (the sectors to watch): Utilities +3.37% Financial Services +0.93% Technology +0.73% Real Estate +0.05%

📰 MARKET THEMES & CATALYSTS: • U.S. Gasoline Prices Hit Labor Day Record American drivers were paying record Labor Day prices at the pump as more expensive crude and supply disruptions in the Middle East and Russia tightened global markets and raised fuel costs. — wsj.com · 09/07 11:33a https://www.wsj.com/business/energy-oil/u-s-gasoline-prices-hit-labor-day-record-1a789682 • Inside The Magic Box: Earnings Are Strong, Just Not As Strong As They Look S&P 500 earnings look exceptional on the surface, but a closer look shows that headline growth is being boosted by several non-recurring and non-operating items. Alphabet and Amazon are the clearest examples: large investment revaluations materially inflated reported profits, ma… — seekingalpha.com · 09/07 11:24a https://seekingalpha.com/article/4943578-inside-the-magic-box-earnings-are-strong-just-not-as-strong-as-they-look • After Nvidia's Blowout, The AI Trade's Next Leg Is One Layer Down Nvidia (NVDA) delivered a Q2 FY2027 revenue blowout and guided for ~70% FY2028 growth, yet shares showed muted reaction, reflecting mega cap-like behavior. I maintain a Hold rating on NVDA due to unprecedented demand visibility but caution on gross margin pressure and a self-fin… — seekingalpha.com · 09/07 10:59a https://seekingalpha.com/article/4943573-after-nvidias-blowout-the-ai-trades-next-leg-is-one-layer-down • Are The Mag 7 Looking To Lead The Market Again? On Thursday, the Roundhill Magnificent Seven ETF (MAGS) broke out of a multi-month consolidation. The breakout didn't hit all-time highs, but the pattern is capable of sending the chart much higher than the current all-time high. — seekingalpha.com · 09/07 10:55a https://seekingalpha.com/article/4943582-are-mag-7-looking-to-lead-market-again • Oil prices rise to 6-week high after Iran and U.S. trade blows, Saudi Aramco facilities reportedly hit Brent and WTI crude oil prices rose to a six-week high on Monday. Saudi Aramco oil facilities were reportedly struck in fresh attacks. — cnbc.com · 09/07 10:53a https://www.cnbc.com/2026/09/07/oil-prices-rise-to-6-week-high-after-iran-and-us-trade-blows-saudi-aramco-facilities-reportedly-hit.html

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. SOXL +10% $117.28 (32B cap) (no fresh news today — likely technical / low-coverage move)

2. IREN +7% $44.68 (16B cap) Analyzing Applied Digital vs. IREN: Accelerating Upward Trajectories vs. When evaluating the underlying top-line business performance between these two distinct organizations, Applied Digital displays a steeper, significantly more consistent upward revenue trajectory than IREN without showing signs of a plateau. Observing the historical data over the… — fool.com · 09/06 4:46p https://www.fool.com/coverage/charts/2026/09/06/analyzing-applied-digital-vs-iren-accelerating-upward-trajectories-vs-sequential-contractions-in-quarterly-revenue-generation/

3. SMCI +5% $39.59 (26B cap) Super Micro Has Gained 35% in 2026. What Would It Take to Get SMCI Stock Up to $50? Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now. — 247wallst.com · 09/07 11:50a https://247wallst.com/investing/2026/09/07/super-micro-has-gained-35-in-2026-what-would-it-take-to-get-smci-stock-up-to-50/

4. INTC +5% $95.80 (483B cap) Prediction: Intel Stock Is Up Big in 2026. But the Best May Still Be Ahead Intel shares have already surged over 140% this year, but a bold price target sitting 64% above current levels is forcing a real question: does the math actually hold, or is this rally running on fumes? — 247wallst.com · 09/07 10:30a https://247wallst.com/investing/2026/09/07/prediction-intel-stock-is-up-big-in-2026-but-the-best-may-still-be-ahead/

5. NOK +3% $10.04 (54B cap) Greenland Capital Management LP Purchases New Holdings in Nokia Corporation $NOK Greenland Capital Management LP acquired a new position in shares of Nokia Corporation (NYSE: NOK) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 50,062 shares of the… — defenseworld.net · 09/07 4:20a https://www.defenseworld.net/2026/09/07/greenland-capital-management-lp-purchases-new-holdings-in-nokia-corporation-nok.html

6. PCG +2% $14.30 (38B cap) (no fresh news today — likely technical / low-coverage move)

📈 TOP 10 GAINERS (small/mid-cap % leaders, with catalyst):

1. NX +22% $22.93 (1.1B cap) Is Quanex Building Products (NX) Outperforming Other Construction Stocks This Year? Here is how Quanex Building Products (NX) and United Rentals (URI) have performed compared to their sector so far this year. — zacks.com · 09/07 10:41a https://www.zacks.com/stock/news/2985805/is-quanex-building-products-nx-outperforming-other-construction-stocks-this-year?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_1-2985805

2. HVII +19% $9.67 (252M cap) (no fresh news today — likely technical / low-coverage move)

3. BBCP +16% $10.50 (529M cap) (no fresh news today — likely technical / low-coverage move)

4. TYRA +15% $28.65 (1.7B cap) Tyra Biosciences: 'Hold' IR-NMIBC Data September 9th 2026, With Caution Ahead For 2027 Readouts Tyra Biosciences is downgraded to "Hold" ahead of key phase 2 SURF302 data for dabogratinib in FGFR3-altered IR-NMIBC patients. Multiple phase 2 readouts, including SURF302, SURF303, and BEACH301, create significant near-term binary risk and opportunity for the company. Company'… — seekingalpha.com · 09/06 11:14a https://seekingalpha.com/article/4943429-tyra-biosciences-hold-ir-nmibc-data-september-9-2026-caution-ahead-2027-readouts

5. TITN +15% $26.22 (611M cap) (no fresh news today — likely technical / low-coverage move)

6. MVLL +14% $26.49 (318M cap) (no fresh news today — likely technical / low-coverage move)

7. IRE +14% $11.33 (270M cap) (no fresh news today — likely technical / low-coverage move)

8. KORU +13% $23.47 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

9. BLTE +13% $193.61 (7.8B cap) (no fresh news today — likely technical / low-coverage move)

10. AEHR +13% $86.26 (2.8B cap) Are Computer and Technology Stocks Lagging Aehr Test Systems (AEHR) This Year? Here is how Aehr Test Systems (AEHR) and Fortinet (FTNT) have performed compared to their sector so far this year. — zacks.com · 09/07 10:40a https://www.zacks.com/stock/news/2985755/are-computer-and-technology-stocks-lagging-aehr-test-systems-aehr-this-year?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_1-2985755

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.