Brent briefly touched $90 a barrel, and gas crossed $4 nationally, meaning the Iran conflict is now arriving at the pump.
Chip stocks bounced hard early and gave most of it back. Today’s edition has the oil story, the chip reversal, and every name that moved.

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$44 Million In Insider Selling Just Hit Two Near-High Growth Stocks
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Markets
Oil briefly crossed $90 for the first time since the war started before settling near $89, and US gas crossed $4 a gallon nationally, up from $3.87 a week ago, as Jordan became the latest flashpoint and the Strategic Petroleum Reserve hit its lowest point since 1983.
Chip stocks mounted a morning bounce, with the PHLX Semiconductor Index up more than 3% at the open before fading to less than a percent by afternoon, as Moonshot AI's Kimi K3 kept the AI spending question very much alive from Friday.
AMC Entertainment posted its highest-ever quarterly revenue and jumped 20%. Movie theaters, it turns out, are still a business worth caring about.
Alibaba previewed its Qwen3.8 Max model at 2.4 trillion parameters, saying it ranks second only to Anthropic's Fable 5, and SpaceX entered Pentagon talks on a multibillion-dollar AI computing deal that would make Elon Musk a direct competitor to Amazon and Microsoft in government cloud.
DJIA [-0.59%]
S&P 500 [-0.19%]
Nasdaq [-0.05%]
Russell 2000 [-0.53%]

Market-Moving News
Semiconductors & AI
AMD Expands Its Microsoft Azure Footprint
Microsoft will deploy AMD’s Helios Rackscale platform across Azure, combining Instinct MI455X GPUs, sixth-generation EPYC processors, Pensando networking, and ROCm software for advanced AI workloads, with shipments expected in the second half of 2026.
Azure is also launching the HDv2 and HXv2 virtual-machine families for agentic AI, large-scale data processing, and semiconductor design, expanding AMD’s role across Microsoft’s cloud infrastructure as customers seek more choices for high-performance AI computing.
Nvidia Brings 3D Simulation Into Its Agent Toolkit
Nvidia added Omniverse libraries to its Agent Toolkit, giving AI agents tools for 3D content preparation, sensor simulation, physics testing, and asset validation across engineering, manufacturing, and robotics workflows.
The expansion lets developers build simulation-ready environments where robots, autonomous machines, and industrial systems can be tested at scale before physical deployment, extending Nvidia’s physical-AI platform beyond chips into the software used to design and validate real-world operations.

Healthcare & Drug Development
Tempus AI Buys Personalis for $1.5 Billion
Tempus AI agreed to acquire cancer-testing company Personalis for about $1.5 billion, paying $16.25 per share and adding the NeXT Personal blood test to its growing precision-oncology platform.
The companies already work together, while full ownership would give Tempus greater control over cancer-detection technology and patient data as the Nasdaq-listed company expands its position across diagnostics, clinical testing, and AI-supported healthcare services.
Scholar Rock Prepares Backup Drug Production
Scholar Rock said a European regulatory opinion on apitegromab may be delayed until later in 2026 while authorities await the FDA’s classification of a Catalent manufacturing facility.
The company has prepared a second production site for the spinal muscular atrophy treatment, while the FDA is expected to decide by September 30 as Scholar Rock works to keep its U.S. and European approval plans moving.

Aerospace & Aviation Technology
Boeing Wins Order for 100 737 MAX Jets
Boeing received an order for 100 737 MAX jets from SMBC Aviation Capital as the Farnborough International Airshow opened, handing the U.S. manufacturer a major commercial win at one of aviation’s biggest industry events.
The lessor also secured options for additional aircraft, strengthening Boeing’s already large backlog and expanding its position with a customer that supplies planes to airlines across global markets through long-term leasing agreements amid strong demand for newer single-aisle fleets.
GE Aerospace Completes Hybrid-Electric Flight
GE Aerospace completed the world’s first high-altitude flight assisted by hybrid-electric propulsion, taking a modified Saab 340 above 30,000 feet after a test campaign conducted with NASA and BETA Technologies.
The system combines electric power with a conventional turbine to improve climb performance and support lower fuel use, moving GE’s research beyond ground trials and simulations into real-world operation at the altitudes used by passenger aircraft and future commercial engines.

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Consumer Products & Retail
AliExpress Faces Record $629 Million EU Fine
Alibaba’s AliExpress said a record $629 million European Union fine was disproportionate after regulators accused the marketplace of failing to stop illegal, unsafe, and counterfeit goods from being sold across its platform.
The company plans to appeal and must propose corrective measures by October 20, putting greater pressure on Alibaba to strengthen seller enforcement, advertising checks, and product controls across a European business that served 193 million users last year.
IFF Sells Specialty Ingredients Portfolio to SuanNutra
International Flavors & Fragrances agreed to sell a portfolio of specialty natural-ingredient businesses to SuanNutra, covering botanical extracts, vitamins and minerals, natural colors, antioxidants, food-enhancement products, and selected flavor operations in Peru.
The businesses will merge with SuanNutra’s existing operations to create a larger global ingredients group serving food, beverage, and nutrition markets, with the transaction expected to close by the end of 2026 after regulatory approvals.

Media & Entertainment
AMC Posts Surprise Profit as Movie Attendance Rebounds
AMC Entertainment posted a surprise second-quarter adjusted profit and record $1.60 billion in revenue as summer blockbusters lifted ticket sales and helped the largest U.S. theater chain beat Wall Street expectations.
Attendance rose 12% across U.S. theaters and about 18% internationally, giving AMC a stronger recovery signal as studios protect exclusive theatrical windows and a packed release calendar keeps cinemas and premium screens central to its business after years of disrupted moviegoing.
Netflix Returns to Bond Market to Refinance Debt
Netflix returned to the U.S. investment-grade bond market with notes due in 2036, its first high-grade offering since 2024, as the streaming company moved to refinance debt and support other corporate needs.
Netflix plans to use the proceeds to repay roughly $1 billion of debt maturing later this year, while the new sale extends its funding profile as slower sales growth puts greater focus on disciplined balance-sheet management across its global operation.

Top Winners and Losers
Zhengye Biotechnology [ZYBT] $8.01 (+1047.56%)
Zhengye is a Chinese veterinary vaccine manufacturer that received a Nasdaq compliance notice in June for falling below the $1 minimum bid price threshold.
The stock ran from $0.70 to above $6 as traders piled in on 1,378x average volume after the price reclaimed the $1 threshold — which the company has until November 2026 to maintain.
The move is entirely speculative bid-price mechanics at a $20.75 million market cap.
Advanced Biomed [ADVB] $8.90 (+76.94%)
Advanced Biomed announced the termination of its purchase agreement with Helena Global Investment Opportunities, freeing the company from an arrangement that had been hanging over the stock.
The market read the deal exit as a positive, sending shares up more than 80% on 149x relative volume. At a $15.24 million market cap, the reaction says everything about how much the agreement had been weighing on the valuation.
Lulu’s Fashion Lounge [LVLU] $16.62 (+32.30%)
Lulu’s Fashion Lounge is extending its summer recovery run, now up more than 70% from spring lows as the online women’s retailer returns to profitability on a leaner model. Today’s 31% session follows Thursday’s 17% gain.
Two back-to-back top-movers appearances from a company rebuilding from multi-year lows is a signal worth watching.

QumulusAI [QMLS] $9.49 (-33.54%)
QumulusAI continues its post-listing decline, now down 32% on the day after falling 39% on Thursday.
The AI infrastructure name has given back most of its IPO premium in a week as the sector faces renewed skepticism from Moonshot AI’s model release and IBM’s earlier profit warning about enterprise software spending.
At $304.9 million in market cap, the positioning continues to unwind.
Star Fashion Culture [STFS] $6.56 (-28.23%)
Star Fashion Culture has been one of the summer’s most reliably volatile names in both directions, and today is another sharp reversal session.
The Chinese commercial services company at a $7.81 million market cap moves entirely on positioning. Today the positioning moved out.
Karyopharm Therapeutics [KPTI] $7.47 (-21.45%)
Karyopharm makes Xpovio, an oral selinexor for multiple myeloma and endometrial cancer. The stock fell 23% on 5.71x volume today at a $164.19 million market cap.
The company has been navigating a competitive oncology market, and today's selloff adds to a string of difficult sessions for a Strong Buy-rated biotech that the market has been reassessing on the back of sector-wide healthcare volatility this month.

Poll: What has been your biggest portfolio mistake in 2026 so far?

Very Bullish Signal (Sponsored)
Marc Chaikin’s system once flashed bearish on a little-known auto tech stock before it fell 35%.
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Everything Else
🔍 Under-the-radar small caps are starting to separate from the pack, as early-stage signals begin forming beneath the surface in AI, energy, and emerging tech.
📊 U.S. stocks were mixed as investors looked to the upcoming earnings season for the next major catalyst to drive markets.
🧠 Google is developing a new chip designed to run Gemini models more efficiently and reduce the cost of powering its AI systems.
⚖️ A judge temporarily blocked Paramount-Skydance’s proposed $110 billion deal for Warner Bros. Discovery, creating fresh uncertainty around the media industry's biggest transaction.
🌮 Taco Bell visits fell 19% after a parasite outbreak linked to lettuce raised fresh food safety concerns and weighed on customer traffic.
💶 ASML plans to offer employees a €20,000 retention bonus for remaining with the company between 2027 and 2030.

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— Adam G.
Elite Trade Club
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