🤖 Auto Trade The Post — coming soon. BYO broker via SnapTrade, or auto-trade with our Alpaca integration!

Top market movers — week of Sep 7 – Sep 13, 2026

Every market-moving alert Trade The Post sent during the week of Sep 7 – Sep 13, 2026: the exact tickers, the direction we called and how they moved. Our best call that week peaked at +0.89% (Anthony Albanese).

69market-moving alerts
12movers tracked
78tickers flagged
All recaps Aug 31 – Sep 6, 2026 →
Jensen Huang

“Jensen Huang Says ‘AGI Has Arrived’ With OpenAI GPT-6 Astra - ThePCEnthusiast Jensen Huang Says ‘AGI Has Arrived’ With OpenAI GPT-6 Astra ThePCEnthusiast”

💡 NVIDIA CEO Jensen Huang's statement that AGI has arrived with OpenAI GPT-6 Astra is highly bullish for AI-related hardware and software companies, particularly NVIDIA.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
  • LONG $AMD Advanced Micro Devices, Inc. conf 7/10 ▲ +2.5% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +2.5% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +2.2% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +1.5% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 6/10 ▲ +1.5% expected tracking…
Jensen Huang

“Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable' - sg.finance.yahoo.com Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Hu”

💡 Jensen Huang's comments on the H100 chip's longevity and compute's rentability are bullish for NVIDIA and the broader AI infrastructure sector.

  • LONG $SOXX iShares Semiconductor ETF conf 8/10 ▲ +1% expected tracking…
  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +1.2% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 5/10 ▲ +0.8% expected tracking…
  • LONG $CDW CDW Corporation conf 4/10 ▲ +0.5% expected tracking…
Jensen Huang

“Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungib - Benzinga Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungib Benzinga”

💡 Jensen Huang's comments suggest strong, sustained demand for NVIDIA's H100 chips and a robust market for compute, which is bullish for NVIDIA and the broader AI sector.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +1.2% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 7/10 ▲ +1.2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1% expected tracking…
JD Vance

“JD Vance Says the 6-Month Conflict With Iran ‘Isn’t A War’ – Despite Trump Repeatedly C... - upolitics.com JD Vance Says the 6-Month Conflict With Iran ‘Isn’t A War’ – Despite Trump Repeatedly C... upolitics.com”

💡 VP Vance's statement downplaying the Iran conflict as 'not a war' could ease geopolitical tensions, potentially benefiting oil consumers and risk assets, while negatively impacting defense stocks.

  • SHORT $ITA iShares U.S. Aerospace & Defense ETF conf 7/10 ▼ −1.5% expected tracking…
  • LONG $SPY State Street SPDR S&P 500 ETF Trust conf 7/10 ▲ +0.7% expected tracking…
  • LONG $DAL Delta Air Lines, Inc. conf 7/10 ▲ +1.3% expected tracking…
  • SHORT $USO United States Oil Fund, LP conf 6/10 ▼ −1.2% expected tracking…
Scott Bessent

“Scott Bessent sets startling oil price target - thestreet.com Scott Bessent sets startling oil price target thestreet.com”

💡 A news headline reports that Treasury Secretary Scott Bessent has set an oil price target, but the specific target and its implications are not detailed in the post.

  • NEUTRAL $USO United States Oil Fund, LP conf 3/10 no clear move tracking…
  • NEUTRAL $XLE State Street Energy Select Sector SPDR ETF conf 3/10 no clear move tracking…
Elon Musk

“How Musk’s $150b spaceport will transform this tiny Louisiana town - AFR How Musk’s $150b spaceport will transform this tiny Louisiana town AFR”

💡 Report of a $150 billion SpaceX spaceport in Louisiana could boost local real estate, construction, and potentially SpaceX's valuation, benefiting its parent company Tesla.

  • LONG $ITA iShares U.S. Aerospace & Defense ETF conf 6/10 ▲ +0.5% expected tracking…
  • LONG $TSLA Tesla, Inc. conf 5/10 ▲ +0.6% expected tracking…
  • LONG $XHB State Street SPDR S&P Homebuilders ETF conf 5/10 ▲ +0.4% expected tracking…
Donald J. Trump

“Oil prices will drop precipitously, like everything else is dropping (but more!), when we WIN the war with Iran. Three Dollars a gallon, but ultimately, below Two Dollars a gallon. It will all happen quickly, and Iran will never have a Nucl”

💡 Trump predicts a precipitous drop in oil prices to below $2/gallon if the U.S. 'wins the war with Iran,' implying a significant increase in global oil supply.

  • SHORT $USO United States Oil Fund, LP conf 6/10 ▼ −4% expected tracking…
  • LONG $DAL Delta Air Lines, Inc. conf 6/10 ▲ +2.5% expected tracking…
  • LONG $JBLU JetBlue Airways Corporation conf 6/10 ▲ +3% expected tracking…
  • SHORT $XLE State Street Energy Select Sector SPDR ETF conf 5/10 ▼ −2% expected tracking…
  • SHORT $CVX Chevron Corporation conf 5/10 ▼ −2.5% expected tracking…
  • SHORT $XOM ExxonMobil Holdings Corporation conf 5/10 ▼ −2.5% expected tracking…
Donald J. Trump

“Trump Targets Bombardier In Escalating Trade War With Canada, Demands Aircraft Maker Build In US - timesnownews.com Trump Targets Bombardier In Escalating Trade War With Canada, Demands Aircraft Maker Build In US timesnownews.com”

💡 Report suggests Trump is targeting Bombardier, demanding U.S. production, which could negatively impact Canadian aerospace and related U.S. suppliers.

  • NEUTRAL $XAR State Street SPDR S&P Aerospace & Defense ETF conf 4/10 no clear move tracking…
Donald J. Trump

“Trump continues to target Canada on Labour Day, before the counter-tariffs kick in - BNN Bloomberg Trump continues to target Canada on Labour Day, before the counter-tariffs kick in BNN Bloomberg”

💡 Trump's continued targeting of Canada with tariffs, ahead of counter-tariffs, is bearish for Canadian exporters and the Canadian dollar.

  • SHORT $CNI Canadian National Railway Company conf 7/10 ▼ −2% expected tracking…
  • SHORT $RY.TO Royal Bank of Canada conf 6/10 ▼ −1.5% expected tracking…
  • SHORT $XIC.TO iShares Core S&P/TSX Capped Composite Index ETF conf 6/10 ▼ −1% expected tracking…
  • SHORT $FXC Invesco CurrencyShares Canadian Dollar Trust conf 6/10 ▼ −0.8% expected tracking…
Pete Hegseth

“‘Does That Sound Like Winning?’: Pete Hegseth Torched Over Trump’s Iran War Cost; Huge $14B Bomb - The Times of India ‘Does That Sound Like Winning?’: Pete Hegseth Torched Over Trump’s Iran War Cost; Huge $14B Bomb The Times of India”

💡 News report criticizes Secretary Hegseth over the cost of a hypothetical Iran war under Trump, citing a $14B bomb, which could increase defense spending scrutiny and pressure defense contractors.

  • SHORT $LMT Lockheed Martin Corporation conf 6/10 ▼ −1.2% expected tracking…
  • SHORT $RTX RTX Corporation conf 6/10 ▼ −1.1% expected tracking…
  • SHORT $ITA iShares U.S. Aerospace & Defense ETF conf 6/10 ▼ −0.8% expected tracking…
Donald J. Trump

“US producer prices post largest drop in 14 months; inflation risks still tilted to the upside: https://www. reuters.com/business/us-produc er-prices-unexpectedly-fall-june-2026-07-15/”

💡 Trump highlights a drop in US producer prices, which could ease inflation concerns, but also notes upside risks, creating a mixed outlook for interest rates and the broader market.

  • NEUTRAL $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 no clear move tracking…
  • NEUTRAL $TLT iShares 20+ Year Treasury Bond ETF conf 6/10 no clear move tracking…
  • NEUTRAL $XLF State Street Financial Select Sector SPDR ETF conf 5/10 no clear move tracking…
Cathie Wood

“PLTR Stock Lost 5% Last Week while Cathie Wood Selling Raises Fresh Concerns - FXLeaders PLTR Stock Lost 5% Last Week while Cathie Wood Selling Raises Fresh Concerns FXLeaders”

💡 Cathie Wood's ARK Invest has reportedly been selling Palantir (PLTR) stock, raising concerns and potentially adding selling pressure.

  • SHORT $PLTR Palantir Technologies Inc. conf 6/10 ▼ −2% expected tracking…
Elon Musk

“Ford Mustang Mach-E and Hyundai Ioniq 5 Owners Told Us Elon Musk Pushed Them Away From Tesla, but Cox Data Shows Tesla Just Climbed to 55% of the U.S. EV Market - Torque News Ford Mustang Mach-E and Hyundai Ioniq 5 Owners Told Us Elon Musk”

💡 Despite anecdotal reports of customers being turned off by Elon Musk, new data shows Tesla's U.S. EV market share has increased to 55%.

  • SHORT $F Ford Motor Company conf 7/10 ▼ −1% expected tracking…
  • LONG $TSLA Tesla, Inc. conf 6/10 ▲ +1.2% expected tracking…
Cathie Wood

“Cathie Wood Is Moving Money From Palantir Into Rocket Lab and Fintech - GuruFocus Cathie Wood Is Moving Money From Palantir Into Rocket Lab and Fintech GuruFocus”

💡 Cathie Wood's ARK Invest is reportedly shifting funds from Palantir to Rocket Lab and fintech, suggesting a bearish outlook for PLTR and bullish for RKLB and fintech-related companies.

  • LONG $RKLB Rocket Lab Corporation conf 8/10 ▲ +3.5% expected tracking…
  • SHORT $PLTR Palantir Technologies Inc. conf 6/10 ▼ −2% expected tracking…
  • LONG $ARKF ARK Blockchain & Fintech Innovation ETF conf 6/10 ▲ +1.5% expected tracking…
Donald J. Trump

“Trump Shares Map Showing Canada, Mexico and More Nations as U.S. Territory in Labor Day Posting Spree - People.com Trump Shares Map Showing Canada, Mexico and More Nations as U.S. Territory in Labor Day Posting Spree People.com”

💡 Trump shared a map depicting Canada and Mexico as U.S. territory, which could escalate geopolitical tensions and negatively impact trade and cross-border investments.

  • SHORT $XIU.TO iShares S&P/TSX 60 Index ETF conf 6/10 ▼ −1.2% expected tracking…
  • SHORT $EWW iShares MSCI Mexico ETF conf 6/10 ▼ −1.2% expected tracking…
  • SHORT $CP Canadian Pacific Kansas City Limited conf 5/10 ▼ −1.5% expected tracking…
  • SHORT $CNI Canadian National Railway Company conf 5/10 ▼ −1.5% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 4/10 ▼ −0.4% expected tracking…
Donald J. Trump

“NO MORE SELLING BOMBARDIER IN THE UNITED STATES! Their products aren’t good enough! Over 50% of their revenue comes from the United States — They live off American Buyers, American Companies, American Airports, and American Service — All wh”

💡 Trump threatens to block Bombardier sales in the U.S. due to Canadian trade practices, potentially boosting U.S. aerospace and defense companies while hurting Bombardier and Canadian banks.

  • LONG $GD General Dynamics Corporation conf 8/10 ▲ +3.5% expected tracking…
  • LONG $LMT Lockheed Martin Corporation conf 7/10 ▲ +2.5% expected tracking…
  • LONG $STZ Constellation Brands, Inc. conf 6/10 ▲ +2% expected tracking…
  • SHORT $TD.TO The Toronto-Dominion Bank conf 5/10 ▼ −1.5% expected tracking…
  • SHORT $RY.TO Royal Bank of Canada conf 5/10 ▼ −1.5% expected tracking…
  • SHORT $DEO Diageo plc conf 4/10 ▼ −1% expected tracking…
Cathie Wood

“Cathie Wood Dumps $25 Million of Palantir Shares. Should PLTR Investors Worry? - TradingView Cathie Wood Dumps $25 Million of Palantir Shares. Should PLTR Investors Worry? TradingView”

💡 Cathie Wood's ARK Invest sold $25 million worth of Palantir shares, indicating a potential bearish signal for PLTR investors.

  • SHORT $PLTR Palantir Technologies Inc. conf 6/10 ▼ −2% expected tracking…
Donald J. Trump

“Donald Trump and Canada PM’s Different Labor Day Messages Amid Tariff Tiff - Newsweek Donald Trump and Canada PM’s Different Labor Day Messages Amid Tariff Tiff Newsweek”

💡 Newsweek reports on differing Labor Day messages from Trump and Canada's PM amid a tariff dispute, suggesting ongoing trade tensions that could impact U.S. and Canadian industries.

  • SHORT $CP Canadian Pacific Kansas City Limited conf 6/10 ▼ −0.8% expected tracking…
  • SHORT $CNI Canadian National Railway Company conf 6/10 ▼ −0.8% expected tracking…
  • SHORT $XHB State Street SPDR S&P Homebuilders ETF conf 6/10 ▼ −0.8% expected tracking…
  • SHORT $RY.TO Royal Bank of Canada conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $BMO.TO Bank of Montreal conf 5/10 ▼ −0.6% expected tracking…
Cathie Wood

“Cathie Wood Pours $85 Million Into 3 High-Growth Stocks - GuruFocus Cathie Wood Pours $85 Million Into 3 High-Growth Stocks GuruFocus”

💡 Cathie Wood's ARK Invest has reportedly invested $85 million into three high-growth stocks, signaling bullish sentiment for these specific companies.

  • LONG $TSLA Tesla, Inc. conf 6/10 ▲ +1.5% expected tracking…
  • LONG $ROKU Roku, Inc. conf 5/10 ▲ +1.5% expected tracking…
  • LONG $COIN Coinbase Global, Inc. conf 5/10 ▲ +1.7% expected tracking…
Jensen Huang

“"Subscribing to an API can never remedy mediocre management!" Jensen Huang stated bluntly, AGI is just like a genius newly graduated PhD, and it is sheer fantasy to sit back with your legs crossed waiting for efficiency to double. - 36 Kr ”

💡 Jensen Huang's comments suggest that companies relying solely on AI APIs without strong management will struggle, potentially benefiting NVIDIA as a core AI infrastructure provider while challenging companies with weak AI integration strategies.

  • LONG $NVDA NVIDIA Corporation conf 6/10 ▲ +1.2% expected tracking…
  • NEUTRAL $MSFT Microsoft Corporation conf 5/10 no clear move tracking…
  • NEUTRAL $GOOGL Alphabet Inc. conf 5/10 no clear move tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 5/10 ▲ +1% expected tracking…
  • NEUTRAL $SPY State Street SPDR S&P 500 ETF Trust conf 4/10 no clear move tracking…
Cathie Wood

“Cathie Wood Dumps $25 Million of Palantir Shares. Should PLTR In - GuruFocus Cathie Wood Dumps $25 Million of Palantir Shares. Should PLTR In GuruFocus”

💡 Cathie Wood's ARK Invest sold $25 million worth of Palantir shares, indicating a potential bearish signal for PLTR.

  • SHORT $PLTR Palantir Technologies Inc. conf 6/10 ▼ −2% expected tracking…
Cathie Wood

“Cathie Wood Buys $45 Million of Rocket Lab Stock - GuruFocus Cathie Wood Buys $45 Million of Rocket Lab Stock GuruFocus”

💡 Cathie Wood's ARK Invest bought $45 million of Rocket Lab stock, signaling bullish sentiment for the space company.

  • LONG $RKLB Rocket Lab Corporation conf 9/10 ▲ +4.5% expected tracking…
  • LONG $ARKX ARK Space & Defense Innovation ETF conf 6/10 ▲ +0.8% expected tracking…
Jensen Huang

“Jensen Huang Declares “AGI Has Arrived” — Powered by 100,000+ Nvidia Grace Blackwell GPUs - 24/7 Wall St. Jensen Huang Declares “AGI Has Arrived” — Powered by 100,000+ Nvidia Grace Blackwell GPUs 24/7 Wall St.”

💡 NVIDIA CEO Jensen Huang's declaration that AGI has arrived, powered by NVIDIA's Grace Blackwell GPUs, is highly bullish for NVIDIA and the broader AI sector.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +4% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 7/10 ▲ +2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1.8% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +2.5% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +1.5% expected tracking…
Donald J. Trump

“Iran’s Top Politicians Urge an End to the War: https://www. wsj.com/world/middle-east/iran s-top-politicians-urge-an-end-to-the-war-d0936e12”

💡 Trump shared a report about Iranian politicians urging an end to the war, which could signal de-escalation and be bullish for oil and defense stocks.

  • SHORT $ITA iShares U.S. Aerospace & Defense ETF conf 7/10 ▼ −1% expected tracking…
  • LONG $SPY State Street SPDR S&P 500 ETF Trust conf 7/10 ▲ +0.7% expected tracking…
  • SHORT $USO United States Oil Fund, LP conf 6/10 ▼ −1.2% expected tracking…
  • SHORT $XLE State Street Energy Select Sector SPDR ETF conf 5/10 ▼ −0.7% expected tracking…
Donald J. Trump

“Except for the RADICAL LEFT that wants to RAISE YOUR TAXES, and wreck our Economy, EVERYONE LOVES TAX CUTS! My Big Beautiful Bill was the BIGGEST relief in HISTORY for hardworking families – Nobody’s seen anything like it!  Now, another HUG”

💡 Trump praises SEC's tax cut on ETFs, which could boost investment in broad market ETFs and financial services.

  • LONG $SPY State Street SPDR S&P 500 ETF Trust conf 7/10 ▲ +0.7% expected tracking…
  • LONG $QQQ Invesco QQQ Trust conf 7/10 ▲ +0.65% expected tracking…
  • LONG $XLK State Street Technology Select Sector SPDR ETF conf 6/10 ▲ +0.7% expected tracking…
  • LONG $XLF State Street Financial Select Sector SPDR ETF conf 5/10 ▲ +0.6% expected tracking…
Donald J. Trump

“Chandler Hall, representing, on Television, the foolish Center for American Lack of Progress, stated that adding the National Guard to Cities, including our now Great Again, Washington, D.C., had “NO impact on Crime.” How crazy is that. Hal”

💡 Trump's post, while primarily political, names several major U.S. and international companies as funding a 'Radical Left SCAM,' which could lead to negative sentiment or potential regulatory scrutiny for those named.

  • SHORT $WMT Walmart Inc. conf 7/10 ▼ −0.8% expected tracking…
  • SHORT $GS The Goldman Sachs Group, Inc. conf 6/10 ▼ −0.7% expected tracking…
  • SHORT $C Citigroup Inc. conf 6/10 ▼ −0.7% expected tracking…
  • SHORT $TMUS T-Mobile US, Inc. conf 6/10 ▼ −0.7% expected tracking…
  • SHORT $GOOGL Alphabet Inc. conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $WFC Wells Fargo & Company conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $BAC Bank of America Corporation conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $TM Toyota Motor Corporation conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $CMCSA Comcast Corporation conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $AAPL Apple Inc. conf 4/10 ▼ −0.5% expected tracking…
  • SHORT $V Visa Inc. conf 4/10 ▼ −0.5% expected tracking…
Pete Hegseth

“‘Long-term serious damage’—who is pushing back against Pete Hegseth’s Pentagon purge - theprint.in ‘Long-term serious damage’—who is pushing back against Pete Hegseth’s Pentagon purge theprint.in”

💡 Reports of Secretary Hegseth's 'Pentagon purge' could signal instability, potentially impacting defense contractors and the broader market.

  • SHORT $RTX RTX Corporation conf 7/10 ▼ −1.5% expected tracking…
  • SHORT $GD General Dynamics Corporation conf 7/10 ▼ −1.4% expected tracking…
  • SHORT $LMT Lockheed Martin Corporation conf 6/10 ▼ −1.5% expected tracking…
  • SHORT $ITA iShares U.S. Aerospace & Defense ETF conf 6/10 ▼ −1% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 ▼ −0.3% expected tracking…
Jensen Huang

“Nvidia CEO Jensen Huang says ‘AGI has arrived’ with new OpenAI GPT-6 model - Washington Examiner Nvidia CEO Jensen Huang says ‘AGI has arrived’ with new OpenAI GPT-6 model Washington Examiner”

💡 Nvidia CEO Jensen Huang's statement that 'AGI has arrived' with OpenAI's GPT-6 model is highly bullish for AI-related hardware and software companies, particularly those involved in GPU development and AI model deployment.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
  • LONG $AVGO Broadcom Inc. conf 7/10 ▲ +2.5% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1.8% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +2.2% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +1.5% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 6/10 ▲ +1.8% expected tracking…
Cathie Wood

“Cathie Wood Just Made a $45 Million Rocket Lab Move - GuruFocus Cathie Wood Just Made a $45 Million Rocket Lab Move GuruFocus”

💡 Cathie Wood's ARK Invest reportedly bought $45 million worth of Rocket Lab shares, signaling bullish sentiment for the space company.

  • LONG $RKLB Rocket Lab Corporation conf 8/10 ▲ +4.5% expected tracking…
Federal Reserve

“UBS forecasts two US Fed rate hikes in 2026 after strong jobs report - Reuters UBS forecasts two US Fed rate hikes in 2026 after strong jobs report Reuters”

💡 UBS predicts two Fed rate hikes in 2026 due to a strong jobs report, which could negatively impact growth stocks and boost financials.

  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 7/10 ▼ −1.2% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −1.2% expected tracking…
  • LONG $XLF State Street Financial Select Sector SPDR ETF conf 6/10 ▲ +0.8% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 ▼ −0.6% expected tracking…
Elon Musk

“Tesla vs SpaceX: Elon Musk’s Two Companies Are Chasing the Same AI Prize. Only One Is Positioned to Win It - Yahoo Finance Tesla vs SpaceX: Elon Musk’s Two Companies Are Chasing the Same AI Prize. Only One Is Positioned to Win It Yahoo Fin”

💡 Report suggests Tesla and SpaceX are competing for the same AI talent and resources, potentially creating internal conflict and impacting Tesla's AI development.

  • SHORT $TSLA Tesla, Inc. conf 6/10 ▼ −1.5% expected tracking…
Jensen Huang

“The Week Ahead in AI: Jensen Huang Says 'AGI Has Arrived', OpenAI's Warning, Data Centers' Rural Land Impact & NYC Public Schools' AI Ban, Plus Upcoming Earnings, Events - AI Insider The Week Ahead in AI: Jensen Huang Says 'AGI Has Arrived”

💡 NVIDIA CEO Jensen Huang's statement that 'AGI has arrived' is highly bullish for AI-related stocks, particularly NVIDIA, as it suggests a significant acceleration in AI capabilities and adoption.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 7/10 ▲ +2.8% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 7/10 ▲ +2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +2% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +1.8% expected tracking…
Cathie Wood

“Cathie Wood Has Stuck With Tesla Through Repeated Missed Robotaxi Deadlines. Here's Why She's Still Buying. - fool.com Cathie Wood Has Stuck With Tesla Through Repeated Missed Robotaxi Deadlines. Here's Why She's Still Buying. fool.com”

💡 Cathie Wood's continued buying of Tesla, despite missed robotaxi deadlines, signals her strong conviction in the company's long-term disruptive potential.

  • LONG $TSLA Tesla, Inc. conf 6/10 ▲ +1.2% expected tracking…
  • LONG $ARKK ARK Innovation ETF conf 5/10 ▲ +0.6% expected tracking…
Elon Musk

“Elon Musk Targets Orbital AI Data Centres to Overcome Earth Based Energy and Space Limits - prameyanews.com Elon Musk Targets Orbital AI Data Centres to Overcome Earth Based Energy and Space Limits prameyanews.com”

💡 Elon Musk's reported interest in orbital AI data centers could boost space launch providers and satellite technology companies, while potentially creating long-term competition for traditional data center operators.

  • LONG $RKLB Rocket Lab Corporation conf 7/10 ▲ +3% expected tracking…
  • LONG $PL Planet Labs PBC conf 6/10 ▲ +2.5% expected tracking…
  • LONG $IRDM Iridium Communications Inc. conf 5/10 ▲ +1.8% expected tracking…
  • SHORT $VRT Vertiv Holdings Co conf 4/10 ▼ −1.5% expected tracking…
Jensen Huang

“Jensen Huang sees AGI arriving with OpenAI's Astra: 3 stocks investors should watch - Invezz Jensen Huang sees AGI arriving with OpenAI's Astra: 3 stocks investors should watch Invezz”

💡 Jensen Huang's belief in AGI arriving with OpenAI's Astra is bullish for AI-related stocks, particularly those involved in GPU manufacturing and AI infrastructure.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2.2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1.7% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +1.8% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +1.1% expected tracking…
Jensen Huang

“Jensen Huang Declares ‘AGI Is Here,’ OpenAI Astra Breaks Records in Multiple Tests, 400,000 GPUs Set for Deployment - TradingKey Jensen Huang Declares ‘AGI Is Here,’ OpenAI Astra Breaks Records in Multiple Tests, 400,000 GPUs Set for Deplo”

💡 NVIDIA CEO Jensen Huang's declaration that 'AGI is here' and the deployment of 400,000 GPUs signals a major acceleration in AI, bullish for semiconductor and cloud computing companies.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
  • LONG $AMD Advanced Micro Devices, Inc. conf 7/10 ▲ +2.5% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 7/10 ▲ +1.8% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +2.2% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +1.5% expected tracking…
Kevin Warsh

“White House ups pressure on Kevin Warsh's Fed as Wall Street expects hike - Fortune White House ups pressure on Kevin Warsh's Fed as Wall Street expects hike Fortune”

💡 White House pressure on the Fed to hike rates, combined with Wall Street expectations, suggests a higher likelihood of a rate increase, which is bearish for growth stocks and bullish for banks.

  • LONG $XLF State Street Financial Select Sector SPDR ETF conf 8/10 ▲ +1.1% expected tracking…
  • LONG $TBT ProShares UltraShort 20+ Year Treasury conf 8/10 ▲ +1.8% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −0.6% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −1% expected tracking…
JD Vance

“Iran threatens "more painful" retaliation to U.S. strikes on Iranian oil tankers - cbsnews.com Iran threatens "more painful" retaliation to U.S. strikes on Iranian oil tankers cbsnews.com”

💡 Iran's threat of 'more painful' retaliation to U.S. strikes on oil tankers could escalate Middle East tensions, likely driving up oil prices and defense stocks while increasing broad market risk.

  • LONG $ITA iShares U.S. Aerospace & Defense ETF conf 8/10 ▲ +1.8% expected tracking…
  • LONG $USO United States Oil Fund, LP conf 7/10 ▲ +2% expected tracking…
  • LONG $XLE State Street Energy Select Sector SPDR ETF conf 6/10 ▲ +1.5% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −1% expected tracking…
Cathie Wood

“Cathie Wood buys $3.5 million of surging tech stock - thestreet.com Cathie Wood buys $3.5 million of surging tech stock thestreet.com”

💡 Cathie Wood's ARK Invest bought $3.5 million of a surging tech stock, indicating continued bullishness on disruptive technology.

  • LONG $ARKK ARK Innovation ETF conf 5/10 ▲ +0.6% expected tracking…
  • LONG $QQQ Invesco QQQ Trust conf 5/10 ▲ +0.4% expected tracking…
Jensen Huang

“Jensen Huang Just Said a 1-Gigawatt Facility Is Worth $50 Billion to $60 Billion. Here's What That Means for Neocloud Stocks Like Nebius. - fool.com Jensen Huang Just Said a 1-Gigawatt Facility Is Worth $50 Billion to $60 Billion. Here's W”

💡 Jensen Huang's valuation of a 1-gigawatt AI facility at $50-60 billion highlights the massive capital expenditure and potential revenue for companies building and operating large-scale AI infrastructure, boosting cloud and data center stocks.

  • LONG $VRT Vertiv Holdings Co conf 8/10 ▲ +2.5% expected tracking…
  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +1.2% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 7/10 ▲ +2.2% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 7/10 ▲ +0.9% expected tracking…
  • LONG $AMZN Amazon.com, Inc. conf 6/10 ▲ +0.9% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +0.7% expected tracking…
  • LONG $PLTR Palantir Technologies Inc. conf 6/10 ▲ +1.3% expected tracking…
All recaps Aug 31 – Sep 6, 2026 →