🗞 Newsmakers — MID ET, 2026-09-08

📊 MARKET MACRO: S&P 500 $767.03 -0.41% Nasdaq $718.99 +0.00% Dow $528.38 -1.07% Russell 2K $295.45 -0.19% VIX $15.29 +5.23% US Dollar $28.00 -0.30% Oil $143.53 +1.11% Gold $402.86 -0.96% Bitcoin $78,619.97 -0.60% Treasuries: 10Y 4.78% 30Y 5.24%

🔥 HOT SECTORS TODAY (the sectors to watch): Real Estate +2.59% Industrials +1.58% Consumer Cyclical +0.66% Energy +0.64%

📰 MARKET THEMES & CATALYSTS: • Pre-Market in Red Pre-market futures are in the red to varying degrees across all major trading indexes to start a new holiday-shortened week. Mostly, this is due to the retaliatory tariffs on U.S. imports by our neighbor to the north, Canada. — zacks.com · 09/08 12:11p https://www.zacks.com/stock/news/2986510/pre-market-in-red?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2986510 • U.S. Government Is Now a Quantum Investor. Where the Chips Act Money Is Going. Rigetti Computing, D-Wave Quantum, and Quantinuum are set to receive $100 million each from the U.S. Commerce Department. — barrons.com · 09/08 12:05p https://www.barrons.com/articles/quantum-stock-rigetti-dwave-quantinuum-705998f8 • These software stocks are in a prime spot to benefit from a rapidly shifting AI landscape Adobe tops a list of software companies ranked by cash generation, while sector heavyweights Microsoft and Oracle are at the bottom. — marketwatch.com · 09/08 12:04p https://www.marketwatch.com/story/these-software-stocks-are-in-a-prime-spot-to-benefit-from-a-rapidly-shifting-ai-landscape-bc90e45b • CPI & PPI Will Set Interest Rate Tone, Will Not Enter "Rate Hiking Cycle" Cooper Howard (@CharlesSchwab) says CPI and PPI are the two biggest metrics to watch on this holiday-shortened market week. He believes the inflation data will pave a clearer path on expectations for the Fed and interest rates. — youtube.com · 09/08 12:00p https://www.youtube.com/watch?v=12UUXfwQD4w • American retailer closes 25 stores as it pares back footprint to boost profits Footwear retailer Genesco closed 25 stores during fiscal its fiscal second quarter of 2027 as part of a strategy to cut overhead, boost gross margins, and lower total debt. — foxbusiness.com · 09/08 11:21a https://www.foxbusiness.com/retail/american-retailer-closes-25-stores-pares-back-footprint-boost-profits

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

1. CRWV +15% $102.39 (56B cap) Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide? The AI infrastructure space features many companies that are growing at a dramatic clip. However, growth alone is often not enough to satisfy many investors. — marketbeat.com · 09/08 9:45a https://www.marketbeat.com/articles/short-sellers-are-betting-against-3-ai-infrastructure-stockswhat-could-turn-the-tide/

2. INTC +9% $104.52 (527B cap) Wall Street Lunch: Nvidia's Huang Declares 'AGI Has Arrived' After OpenAI's GPT-6 Astra Launch Nvidia (NVDA) CEO asserts AI has reached general intelligence, highlighting rapid model evolution and the income-generating potential of NVDA compute infrastructure. Intel (INTC) receives an upgrade to Outperform with a $120 target, citing material turnaround progress and potent… — seekingalpha.com · 09/08 12:17p https://seekingalpha.com/article/4943849-wall-street-lunch-nvidias-huang-declares-agi-has-arrived-after-openais-gpt-6-astra-launch

3. IREN +8% $48.05 (17B cap) IREN Surges 7% on Conditional ERCOT Status for 2GW Sweetwater Hub, Applied Digital Climbs 6% Texas just handed IREN a rare grid milestone that its CEO calls the scarcest input in the entire AI buildout, and the stock moved fast. Here is what the Sweetwater approval actually means for the race to lock up power before rivals do. — 247wallst.com · 09/08 10:10a https://247wallst.com/investing/2026/09/08/iren-surges-7-on-conditional-ercot-status-for-2gw-sweetwater-hub-applied-digital-climbs-6/

4. NOK +7% $10.72 (58B cap) Beyond the China Retreat: Whether Nokia's Surge Was Built on Substance Nokia stock sits 42% below its summer peak, but the China retreat reports blamed for the slide arrived months after the selloff began. The real question is whether the rally that preceded it was ever built on something real. — 247wallst.com · 09/08 8:05a https://247wallst.com/investing/2026/09/08/beyond-the-china-retreat-whether-nokias-surge-was-built-on-substance/

5. SOXL +7% $124.93 (35B cap) (no fresh news today — likely technical / low-coverage move)

6. SPCX +3% $152.70 (1997B cap) Wall Street analyst sets SpaceX stock price target for next 12 months As Space Exploration Technologies Corp. (NASDAQ: SPCX) stock struggles with the company's massive disconnect between its expected revenue for 2026 of between $22 billion and $30 billion and its speculative valuation of approximately $2 trillion on September 8, 2026, Jeffrey Wlod… — finbold.com · 09/08 12:11p https://finbold.com/wall-street-analyst-sets-spacex-stock-price-target-for-next-12-months/

📈 TOP 11 GAINERS (small/mid-cap % leaders, with catalyst):

1. TTRX +20% $11.77 (351M cap) (no fresh news today — likely technical / low-coverage move)

2. ROIV +20% $41.87 (30B cap) Stock Futures Mixed to Start Holiday-Shortened Week Stock futures are mixed to start the shortened week as oil prices rise — schaeffersresearch.com · 09/08 9:17a https://www.schaeffersresearch.com/content/ezines/2026/09/08/stock-futures-mixed-to-start-holiday-shortened-week

3. NBIL +20% $30.15 (260M cap) (no fresh news today — likely technical / low-coverage move)

4. NUAI +19% $6.46 (370M cap) (no fresh news today — likely technical / low-coverage move)

5. TMS +17% $7.20 (518M cap) (no fresh news today — likely technical / low-coverage move)

6. FCEL +17% $17.44 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

7. SEI +16% $63.70 (3.9B cap) Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance HOUSTON--(BUSINESS WIRE)--SEI raises 3Q26 and 4Q26 guidance, establishes 1Q27 guidance. — businesswire.com · 09/08 6:45a https://www.businesswire.com/news/home/20260908774464/en/Solaris-Energy-Infrastructure-Raises-2026-and-Initiates-First-Quarter-2027-Guidance/

8. IRE +15% $13.06 (311M cap) (no fresh news today — likely technical / low-coverage move)

9. GMTL +15% $12.45 (485M cap) (no fresh news today — likely technical / low-coverage move)

10. SMR +15% $11.15 (3.3B cap) 3 Small Nuclear Stocks Wall Street Has Not Fully Priced for the AI Power Shortage Yet. Small modular reactors sit at the intersection of the two biggest stories in power right now: hyperscalers scrambling for firm, carbon-free baseload, and a US grid that has not built meaningful new nuclear capacity in a generation. — 247wallst.com · 09/08 12:14p https://247wallst.com/investing/2026/09/08/3-small-nuclear-stocks-wall-street-has-not-fully-priced-for-the-ai-power-shortage-yet/

11. CRWV +15% $102.34 (56B cap) Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide? The AI infrastructure space features many companies that are growing at a dramatic clip. However, growth alone is often not enough to satisfy many investors. — marketbeat.com · 09/08 9:45a https://www.marketbeat.com/articles/short-sellers-are-betting-against-3-ai-infrastructure-stockswhat-could-turn-the-tide/

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