AI competition is becoming more global and more capital-intensive, with China, Europe, and North America all pushing harder to build domestic chip, software, and compute capacity. At the same time, public markets are showing more selectivity, especially around capital-heavy themes where timelines and financing still matter.
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Futures at a Glance📈
Futures are edging higher after the Fed delivered its first rate hike since 2023. Falling oil prices are offering some relief, but the Fed’s hawkish outlook and prospect of another hike this year are keeping the rebound measured after a drop yesterday.
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What to Watch
Earnings (Premarket):
· Innate Pharma S.A. [IPHA]
Earnings (Aftermarket):
· Upexi, Inc. [UPXI]
Earnings (Time Not Supplied):
· VinFast Auto Ltd. [VFS]
· Hub Group, Inc. [HUBG]
· Endava plc [DAVA]
· Yiren Digital Ltd. [YRD]
· iHuman Inc. [IH]
· EON Resources Inc. [EONR]
· Chemomab Therapeutics Ltd. [CMMB]
· Alarum Technologies Ltd. [ALAR]
Economic Reports:
· Housing starts (August): 8:30 am
· Philadelphia Fed Business Outlook Survey (September): 8:30 am
· Weekly jobless claims: 8:30 am
· Pending home sales index, month over month (August): 10:00 am
Elite Trade Club Insider
A Director Bought $1 Million Into A 60% Drawdown While A CEO Sold $7.7 Million After Record Results
You’re looking at one consumer growth stock still trying to prove a major brand expansion can pay off and one data infrastructure company delivering record results into the AI boom. Elite Trade Club Insider readers are seeing where insiders moved next: a director put $1 million of fresh capital into the beaten-down name, while another CEO sold $7.66 million after a powerful rerating.
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Market Pulse
The Fed just delivered its first rate hike in more than three years and signaled another increase could follow before year-end; the dollar hit a seven-week high while short-term Treasury yields climbed as markets adjusted to a more hawkish path.
The U.S. consumer is refusing to slow down quietly after August retail sales jumped 1.2%, well above expectations; core sales rose even faster, although a 7% annual increase in import prices keeps the inflation problem firmly in view.
AI & Chips
Huawei has two new AI chips coming in 2027 as it builds a larger domestic alternative to Nvidia; its next-generation systems can link enormous numbers of processors together, while more than 1,000 smaller supernodes have already shipped to customers.
GlobalFoundries could land a semiconductor factory worth up to $19 billion as Japan and the U.S. discuss a new logic-chip plant tied to their broader $550 billion investment agreement.
Software & Quantum
Cohere and Aleph Alpha are creating a roughly $20 billion enterprise-AI challenger through a merger spanning Canada and Germany; Lidl-owner Schwarz Group is investing €500 million and plans up to €13 billion of computing infrastructure around the combined company.
France wants a homegrown answer to Nvidia’s quantum software stack as Alice & Bob partners with the country’s Atomic Energy Commission to connect quantum processors with conventional supercomputers, with its first machine scheduled to join the system in 2027.
Elite Picks (Sponsored)
This report focuses on a narrow group of stocks identified through a detailed screening process.
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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
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Consumer & Mobility
Next raised its profit outlook for the fourth time this year after first-half profit climbed 10.5%; international sales are accelerating, but higher mortgage costs, inflation, and a softer employment market are tempering expectations for its UK business.
May Mobility is taking robotaxis back to the SPAC market through a $1.4 billion Nasdaq deal expected to generate up to $337 million in proceeds as autonomous-driving companies move closer to wider commercial deployment.
Capital & IPOs
Holtec Nuclear pulled its planned $900 million IPO as weak market conditions hit the fall listing window; the setback follows sharp post-IPO declines for other newly listed nuclear names, including Standard Nuclear and X-Energy.
India’s National Stock Exchange finally opened its $2.3 billion IPO after a decade of regulatory and legal delays; Norway and Abu Dhabi’s sovereign wealth funds were among institutions taking part in a $703 million anchor allocation.
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Movers and Shakers
Generac [GNRC]: Premarket Move: +35%
Generac exploded higher after signing a $2.4 billion long-term generator supply agreement with Amazon for its data centers. Initial deliveries are scheduled for 2027 and 2028, while purchases under the broader arrangement could eventually reach $8 billion, dramatically expanding Generac’s exposure to the booming AI data-center power market.
Vicor [VICR]: Premarket Move: +12%
Vicor surged after licensing its Vertical Power Delivery technology to a leading AI equipment manufacturer. The agreement allows the customer to source VPD modules covered by Vicor patents from additional suppliers, validating the company’s power-delivery technology as AI processors require increasingly dense and efficient power architectures.
Fluence Energy [FLNC]: Premarket Move: −19%
Fluence plunged after slashing its fiscal 2026 guidance as U.S. manufacturing and supply-chain problems continued. Revenue is now expected at roughly $2.4 billion, down from a previous midpoint of $3 billion, while management increased its projected adjusted EBITDA loss from about $10 million to $200 million, largely because of delays ramping production at its Houston facility.
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Everything Else
🔍 Market leadership never stays concentrated forever and a free report names seven stocks analysts believe are already positioned to step into leadership as the Magnificent Seven mature.
🏦 Goldman Sachs is backing a $22 billion AI infrastructure loan alongside several major banks to finance Blackstone and Alphabet’s new Crux AI cloud venture.
🎨 Axalta’s planned $25 billion merger with AkzoNobel is under review by UK competition regulators over concerns about reduced competition in coatings.
⚡ RWE increased its Amprion stake to roughly 58%, strengthening its control over one of Germany’s largest power-grid operators.
🛡️ AXA raised its earnings targets and plans to generate about €25 billion in cash remittances while maintaining a 75% payout ratio through 2029.
🏦 UniCredit is pushing for leadership changes at Commerzbank as it continues pressing ahead with plans to take control of the German lender.
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