✓Sep 4 session - Last update: Sep 4, 2026, 12:03 PM ET
📊Valuation✓High confidence
Pre-market · Regular session opens 9:30 AM ET
Last update: Sep 7, 2026, 6:08 PM ETMarket closed·46 changes confirmed today
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✓Sep 4 session - Last update: Sep 4, 2026, 1:17 PM ET
📊Valuation✓High confidence
What changed: Guidewire Software stock fell 20.78% to $160.70 following its fiscal Q4 2026 earnings report and forward guidance, which investors viewed negatively regarding the company's cloud subscription transition pace and forward projections (Yahoo Finance). The decline occurred alongside a broader software sector selloff and macro headwinds including higher Treasury yields and geopolitical tensions. Volume surged to 2.48M shares, 3.69x the typical level at this point in the session.
Detected Sep 4, 2:57 PM ET
Changes History →What's next
What to watch
Monitor GWRE for analyst downgrades and price-target revisions in the coming days; watch software sector stability (IGV ETF) and any management commentary on Q1 2027 subscription bookings or cloud migration timeline.
✓Sep 4 session - Last update: Sep 4, 2026, 9:48 AM ET
📊Valuation✓High confidence
What changed: Astera Labs rebounded +10.09% to $311.37 on September 4, 2026, driven by institutional buying from major players including Nykredit A/S and NEOS Investment Management establishing multi-million dollar stakes, combined with renewed confidence in the company's Q2 2026 earnings (revenue +104% YoY to $392.4M) and accelerating Scorpio X-Series fabric switch production, per Google's AI Overview citing finance.yahoo.com. Broader tech-sector momentum from easing Treasury yields also supported the move.
Detected Sep 4, 3:45 PM ET
Changes History →What's next
What to watch
Q3 2026 revenue guidance and Scorpio X-Series volume trends; next earnings report scheduled for November 3, 2026 (consensus EPS $1.17).
✓Sep 4 session - Last update: Sep 4, 2026, 4:42 PM ET
🛡News✓High confidence
What changed: Samsara Inc. (IOT) moved -10.47% from $44.90 to $40.20 on September 4, 2026. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was 3.2x the 5-day average, indicating significant liquidation pressure.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
Monitor for any earnings announcements, guidance updates, or news releases that may retroactively explain the sharp decline.
✓Sep 4 session - Last update: Sep 4, 2026, 9:48 AM ET
📊Valuation✓High confidence
Intraday updates · Sep 42 updates
Sep 4, 3:45 PM ETFINALValuation✓ High confidence
SanDisk surged 11.59% to $1735.27 following strong fiscal Q4 results: $8.96 billion in revenue and 84.6% gross margin, per web sources. The gains reflect robust AI infrastructure demand for NAND flash memory and ongoing supply constraints that have accelerated pricing and expanded margins. Volume of 10.7M shares ran 1.46x normal for the time of day.
Sep 4, 12:45 PM ETValuation✓ High confidence
SanDisk shares surged 5.36% to $1,638.28, driven by sustained demand for NAND flash memory and enterprise SSDs supporting AI data center expansion. According to web sources including Yahoo Finance and CNBC, the rally reflects tight global memory chip supply that has strengthened SanDisk's pricing power and margins, while multi-year supply contracts have reduced cyclicality and bolstered investor confidence in baseline earnings.
What's next
What to watch
SNDK earnings confirmation (scheduled ~2026-11-05, consensus EPS $42.54) and any updates on supply chain normalization or competitive pressure from Chinese NAND producers.
✓Sep 4 session - Last update: Sep 4, 2026, 4:46 PM ET
⚡News✓High confidence
What changed: Belite Bio, Inc (BLTE) moved +12.06% from $172.77 to $193.61 on 2026-09-04 following momentum from its Virtual Commercial Day and ongoing enthusiasm surrounding FDA Priority Review for tinlarebant. The FDA granted Priority Review to the New Drug Application for tinlarebant in treating Stargardt disease type 1, with a target action date of February 12, 2027. Tinlarebant is positioned as the first-in-class treatment for this rare eye disease. Volume was 4.3x the 5-day average.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
FDA decision on tinlarebant NDA scheduled for February 12, 2027.
✓Sep 4 session - Last update: Sep 4, 2026, 10:18 AM ET
⚡Activity✓High confidence
What changed: Cerebras Systems shares rose 9.35% to $208.25, driven by ongoing investor attention around the company's AI data center expansion in Finland and new AI accelerator hardware initiatives, along with recent institutional purchases including from ARK Invest (per web sources cited by Yahoo Finance). The move reflects continued momentum in the AI infrastructure sector amid these developments.
Detected Sep 4, 3:45 PM ET
Changes History →What's next
What to watch
Cerebras Systems earnings release on September 22, 2026; consensus EPS estimate is −$0.21. Monitor for updates on Finland data center deployment milestones and AI accelerator product adoption.
✓Sep 4 session - Last update: Sep 4, 2026, 9:33 AM ET
📊Valuation✓High confidence
Intraday updates · Sep 42 updates
Sep 4, 3:45 PM ETFINALValuation✓ High confidence
Equifax shares fell 5.94% to $177.85 amid a broader market retreat driven by profit-taking, rising Treasury yields (10-year climbing past 4.2%), and caution ahead of economic data, per web sources. The decline occurred on elevated volume of 3.26x the time-adjusted average, reflecting sector-wide pressure on equities alongside lingering investor scrutiny of the company's valuation following its $100 million settlement over credit score errors.
Sep 4, 12:00 PM ETValuation✓ High confidence
Equifax shares plunged 9.96% to $170.25 following a regulatory shock announced by FHFA Director Bill Pulte on September 4, 2026. Pulte directed Fannie Mae and Freddie Mac to approve rival VantageScore 4.0 for all mortgage lenders—undermining FICO's scoring dominance—and publicly criticized Equifax and peers for overcharging consumers, signaling fee pressure ahead. Regulators are also considering a shift to "bi-merge" credit reporting (two bureaus instead of three), which threatens a core recurring revenue stream for Equifax (Reuters, Investing.com).
What's next
What to watch
U.S. jobs report and Federal Reserve rate decision (dates per economic calendar); Equifax earnings on 2026-10-20 for EPS beat/miss and management commentary on settlement impacts and credit monitoring demand.
✓Sep 4 session - Last update: Sep 4, 2026, 9:33 AM ET
📊Valuation✓High confidence
Intraday updates · Sep 42 updates
Sep 4, 3:45 PM ETFINALValuation✓ High confidence
Autodesk fell 6.86% to $221.23 following a softer-than-expected Q3 profit outlook and narrowed full-year free cash flow guidance tied to its MaintainX acquisition costs, according to the company's late-August Q2 fiscal 2027 earnings release. Despite beating Q2 revenue and earnings expectations, guidance disappointment and concerns over near-term profitability from acquisition expenses drove the decline.
Sep 4, 9:30 AM ETValuation✓ High confidence
Autodesk shares fell 2.29% to $232.08 following Q2 earnings that beat revenue and EPS estimates but guided to softer-than-expected Q3 non-GAAP EPS, while investors also weighed lingering concerns over the $3.6 billion MaintainX acquisition's near-term dilutive impact on free cash flow and increased leverage (Yahoo Finance). The decline also reflects market scrutiny of slower remaining performance obligations growth relative to top-line revenue.
What's next
What to watch
Q3 fiscal 2027 earnings release and updates on MaintainX acquisition integration progress and impact on profitability.
✓Sep 4 session - Last update: Sep 4, 2026, 9:33 AM ET
🛡Risk✓High confidence
What changed: Zscaler shares fell 6.07% to $167.00 after the company reported a fiscal Q4 earnings beat but signaled moderating growth. Despite topping revenue and earnings forecasts driven by AI-powered security demand, high-value customer growth slowed, free-cash-flow margins declined due to higher capex, and management guided fiscal 2027 revenue and ARR growth to ~17%—a moderation from prior rates. The company also announced a 3% workforce reduction to reallocate spending toward AI and long-term initiatives (Stocktwits/Yahoo Finance).
Detected Sep 4, 3:45 PM ET
Changes History →What's next
What to watch
Zscaler's fiscal 2027 revenue and ARR growth trajectory; any updates on high-value customer additions and the impact of the 3% restructuring on operating margins in coming quarters.
✓Sep 4 session - Last update: Sep 4, 2026, 11:47 AM ET
📊Valuation✓High confidence
What changed: Super Micro Computer rose 5.32% to $39.88, building on a 29% year-to-date gain driven by record backlog, AI partnerships, and rising shipments with improving margins, according to Zacks analysis. Volume of 20.8M shares ran 1.16x normal for this time of session.
Detected Sep 4, 2:57 PM ET
Changes History →What's next
What to watch
SMCI earnings scheduled for 2026-11-03 (consensus EPS estimate $0.71); monitor for shipment updates and margin trends relative to guidance.
✓Sep 4 session - Last update: Sep 4, 2026, 12:03 PM ET
📊Valuation✓High confidence
What changed: AGCO jumped 4.27% to $131.19 after Baird upgraded the stock from Neutral to Outperform with a price target raise to $150, citing margin recovery potential and North American row crop demand rebound (Yahoo Finance). The gain was amplified by new product debuts—including the Fendt 1100 Vario MT Gen2 Track Tractor and Momentum 80-Foot Planter at the Farm Progress Show—and expansion of a 115,000-square-foot Parts Distribution Center in Visalia, California, which doubles regional capacity.
Detected Sep 4, 3:10 PM ET
Changes History →What's next
What to watch
AGCO earnings scheduled for October 30, 2026 (consensus EPS estimate $0.90); monitor for updates on North American row crop demand trends and Parts Distribution Center contribution to Q4 results.
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TechnologySeptember 1, 2026 · 8 min read
Apple (AAPL) Rises as Ternus Takes Over and the Sept. 9 iPhone Event Nears
Apple rose about 2.5% to roughly $325 on September 1, and the striking part was the company it kept: on a risk-off day driven by rising Treasury yields, Apple was one of the very few large-caps to rise — Meta also gained — while Microsoft, Nvidia and Alphabet slipped alongside the Nasdaq-100. The day carried two milestones. A long-planned leadership handover took effect: John Ternus, the hardware engineer behind the iPhone and Vision Pro, became CEO, with Tim Cook — chief executive since 2011 — moving to executive chairman; the succession was announced back in April, so this was the orderly handover, not fresh news. And Apple's September 9 event, expected to unveil the iPhone 18 Pro and a first foldable, is days away. The catch is valuation: at about 36 times earnings, after a ~40% run, the stock sits right at its average analyst target and about 6% below its late-July record — and the Street is split, with a Bernstein $370 bull case against a rare Jefferies bearish call (an Underperform near $264).
AAPLRead →
IndustrialsSeptember 1, 2026 · 8 min read
Deere (DE) Hits a Record High After a Baird Upgrade on a 2027 Ag Recovery
Deere rose about 2.6% to a record high near $676 on September 1, standing out on a day technology and semiconductors sold off. The catalyst was dated and company-specific: a day earlier, Baird's Mircea Dobre upgraded Deere to Outperform and raised his price target to $800 from $640, arguing North American crop economics improve in 2027 — corn back above breakeven, better soybean margins, tighter stocks-to-use. Baird upgraded AGCO the same day, and both farm-equipment makers rose while construction bellwether Caterpillar fell, isolating an agriculture-specific move rather than a broad machinery rally. The puzzle is the valuation: Deere trades at about 36 times trailing earnings, but that reflects an expected fiscal-2026 revenue trough (down ~10% on consensus estimates), with fiscal-2027 modeled up ~8% — the recovery the upgrade is betting on. The catch: after a ~40% run to a record, the Street is split, with 11 of 24 analysts at Hold and an average target just below the price.
DERead →
HealthcareSeptember 1, 2026 · 11 min read
McKesson (MCK) Rises as a Defensive Bid Meets a $2.25B Precision Medicine Deal
McKesson rose about 2.5% to near $907 (in the upper part of its 52-week range) on September 1, standing out as technology and semiconductors sold off. The move came amid a rotation away from technology and rate-sensitive growth, as defensive areas outperformed: with the Nasdaq-100 down more than 1%, low-beta healthcare gained, and the drug distributors were among the winners — Cardinal Health and Cencora also rose. McKesson had its own tailwinds, too. On August 25 it agreed to acquire Precision Medicine Group for about $2.25 billion, folding a clinical-research and commercialization business into its fast-growing Oncology & Multispecialty segment, and it paired that with a raised outlook and a 15% dividend increase — markers of a deliberate pivot from thin-margin drug distribution into higher-value oncology and specialty services. Even so, the stock trades at about 19 times forward earnings after growing EPS more than 50% over the past year. The catch: after a ~32% run, McKesson sits near the ~$987 average analyst target, so the valuation upside has narrowed. It is a high-quality, defensively-tilted compounder the market has already discovered.
MCKRead →
ConsumerAugust 31, 2026 · 10 min read
Burlington (BURL) Stock Falls ~5% as Q3 Outlook Overshadows Q2 Beat
Burlington Stores fell about 4.8% to around $259.76 intraday on August 31, its third straight decline since the August 27 fiscal Q2 report (down ~7.6% on the 27th and ~5.9% on the 28th). The headline looked strong — reported adjusted EPS of $2.96, roughly 35% above consensus, with margin expansion and a 15th straight quarter of double-digit EPS growth — but the market looked past it. Comparable-store sales grew just 2% (down from 5% a year earlier), revenue narrowly missed at ~$3.00 billion, and Burlington guided third-quarter margins and EPS lower as it reinvests a $55 million tariff refund into customer prices. That refund also flattered the headline beat: Burlington's cleaner adjusted EPS ex-refund was $2.37 (still +38% year over year). Even though it raised full-year EPS guidance to $11.77–$11.97, a stock at ~23x earnings could not sustain a 2% comp and softer near-term margins, and Monday's leg down came as Goldman Sachs and Deutsche Bank cut targets. The move was company-specific: off-price peers Ross Stores and TJX fell less than 1% the same day. The stock is now deeply oversold (down ~31% from its high), yet 18 analysts keep a Buy consensus and a ~$365 average target.
BURLRead →
HealthcareAugust 31, 2026 · 11 min read
Cytokinetics (CYTK) Stock Falls Despite a Positive Phase 3 Aficamten Win
Cytokinetics fell about 7.5% on Friday and another ~3% Monday (to roughly $70) even though its pivotal Phase 3 ACACIA-HCM trial of aficamten met its goals in non-obstructive hypertrophic cardiomyopathy. The full data, presented at the ESC 2026 congress, hit both primary endpoints (symptoms and exercise capacity) — but the positive topline had been known since May, the stock had nearly doubled over the year, and the details disappointed: a modest effect size, two secondary endpoints that missed significance, and reduced ejection fraction (below-50% in ~10.5% of patients versus 0.8%; a known, reversible class effect). With a supplemental FDA filing not due until Q4 2026, revenue is years off, so investors sold. CYTK underperformed a soft biotech tape. Still, the Street stayed bullish: across 22 analysts, 20 rate CYTK a buy-equivalent, with an average target near $110 (about 57% above the price). Aficamten, already sold as Myqorzo for obstructive HCM, would expand into a large new patient group if the data carries through — the debate is about the details and the timeline, not whether the drug works.
CYTKRead →
TechnologyAugust 31, 2026 · 10 min read
Pinterest (PINS) Stock Falls 6% After CFO Julia Donnelly Resigns
Pinterest fell about 6% to around $21.73 on August 31 after disclosing that CFO Julia Brau Donnelly is resigning to join a private, early-stage company. She will stay until October 30 for an orderly transition, with a finance executive named interim CFO and an external search underway; the company said the exit is not due to any disagreement. Still, losing a CFO whose tenure the CEO credited with 11 straight quarters of double-digit revenue growth rattled a stock already down ~41% over the past year and trading at just ~11x forward earnings. The move was company-specific: the same day, ad peers Snap and The Trade Desk actually rose, while Meta and Alphabet fell only modestly. Analysts are constructive but split — a Buy consensus with a ~$29 average target, yet a cluster of Holds near the price — leaving the CFO exit to reopen, rather than settle, the debate over whether Pinterest's growth story holds.
PINSRead →