Eos Energy Stock Holds 17.8% Gain as Google Project Tests 2.9% of Backlog
Eos Energy Enterprises traded at $3.58 before Thursday’s open. That was 0.83% below Wednesday’s close. Yet the shares remained 17.8% above Tuesday’s $3.04 finish.
DTE Confronts 80,388 Storm Outages Amid $900 Million Grid-Reliability Investment
DETROIT, September 3, 2026, 07:22 EDT — DTE is contending with 80,388 storm-related outages as the utility moves forward with its $900 million initiative to strengthen grid reliability.
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DTE’s latest completed session stayed within a 1.5% range
NYSE price markers, U.S. dollars
One storm exceeded six months of smart-grid outage preventions
Customer interruptions or prevented interruptions; periods differ
Analysts still lean positive despite the reliability debate
Ten ratings issued during the latest three-month window
$155.44average target
$136.05latest close
14.25%target premium
EOSE premarket price
U.S. dollars per share; dashed line is Wednesday’s $3.61 close.
+$0.57
Wednesday+18.75%
Wednesday close74.4m
Wednesday volume
Wednesday+18.75%
Wednesday close74.4m
Wednesday volume
Sources: Yahoo Finance intraday and daily data; Nasdaq last trade. As of .
West Virginia project: three technologies, three start dates
Power is MW; stored energy is MWh. Bars compare storage capacity with the 280 MWh lithium system.
Utility solar86 MWGeneration
Lithium-ion storage70 MW / 280 MWh
4-hour duration
Eos Z3 storage10 MW / 100 MWh
10-hour duration
2028: solar→2029: lithium→2030: Eos
Source: Eos, MN8 Energy and Google project release, September 2, 2026.
Demand is visible; profitable conversion is not
Financial position at June 30, 2026; U.S. dollars.
$807mBacklog / 3.4 GWh
$364.1mCash, including restricted cash
−71%Q2 gross margin
49%Backlog volume tied to FPUSA
H1 actual$125.7m
H2 needed: low guide$174.3m
H2 needed: high guide$224.3m
Source: Eos Q2 2026 earnings release filed with the SEC, August 5, 2026. H2 requirement is calculated from company guidance.
Super Micro Shares Dip 1.8% Amid $6.8 Billion Cash Outflow, Raising Questions on Growth Sustainability
Shares of Super Micro Computer, Inc. dropped 1.8% to $36.34 in premarket trade at 06:44 EDT on Thursday. The stock had risen 0.8% during Wednesday's session.
Fiscal 2026 operating scale
Year-over-year change; GAAP figures
Revenue$39.06bn+77.8% from $21.97bn
Net income$2.23bn+112.7% from $1.05bn
Gross margin10.82%11.06% a year earlier
Source: Super Micro fiscal 2026 Form 10-K, filed August 31, 2026
The working-capital gap
Fiscal 2026 year-end balances and cash flow; U.S. dollars
Inventory$12.90bnUp $8.22bn year over year
Receivables$6.13bnUp $3.92bn year over year
Operating cash flow−$6.81bnDown $8.47bn year over year
Cash and equivalents$7.52bnUp $2.35bn year over year
NetApp Stock Drops 7.9% Despite 30% Revenue Gain as Cash Conversion Falls Short
Shares of NetApp, Inc. dropped 7.9% to $166.55 in premarket trading on Thursday. The decline occurred after the company reported record revenue and raised its annual forecast significantly. The update was released at 06:30 EDT.
NetApp repricing after earnings
Selected extended-hours prints, dollars per share
Growth accelerated, but cash moved the other way
Revenue+30%$2.025 billion
Adjusted EPS+66%$2.58
Billings+36%$2.057 billion
Free cash flow−35%$401 million
Fiscal 2027 outlook reset
Revenue midpoint+$650 million · +8.7%
Adjusted EPS midpoint+$1.03 · +11.6%
Oil Climbs Past $91 While Tech Futures Slip After Initial Gains
By 06:00, U.S. technology futures had given up the majority of their initial gains. Meanwhile, WTI crude recovered and climbed above $91 per barrel.
Futures breadth narrowed before dawn
Change from Wednesday’s settlement; prior-hour change compares the 04:30 EDT snapshot with each latest delayed quote.
As of . Latest contract quotes span 05:26:07–05:52:38 EDT. Volumes: S&P 87,336; Nasdaq 78,828; Dow 6,423; Russell 9,750. Sources: Investing.com S&P futures, Nasdaq futures, Dow futures, Russell futures, and the 04:30 EDT market snapshot.
WTI erased its overnight decline
Dollars per barrel, October 2026 contract.
Source: Investing.com WTI futures, as of September 3, 2026, 05:47:33 EDT.
Earnings created a 28-point mover spread
Snowflake · NYSE:SNOW+23%Raised product-revenue and margin outlooks
Broadcom · NASDAQ:AVGO−2%Guidance trailed the average estimate
HPE · NYSE:HPE−5%Beat-and-raise met capital-spending concern
Premarket moves at about 04:30 EDT. Source: Yahoo Finance/Stocktwits market report.
The next four pricing tests
08:30 EDTJobless claims, trade balance and Fed Governor Christopher Waller
09:45 EDTFinal S&P Global U.S. services PMI
10:00 EDTISM services, including prices and employment
Friday 08:30August nonfarm payrolls
Schedule source: Federal Reserve Bank of New York economic calendar. Times are EDT.
Meta Rises 2.5% Despite 55% Cost Surge Pressuring AI Recovery
MENLO PARK, California, September 3, 2026, 02:30 PDT — Meta Platforms stock advanced 2.5% after markets on Wednesday, even as the company's 55% cost increase challenges its artificial intelligence rebound.
Meta premarket price
$598.98 · +1.03% vs closeAs of . Selected one-minute quotes; zero-volume indicative prints may occur premarket. Source: Yahoo Finance.
Q2 growth-to-cash conversion
Revenue growth+28%$60.80 billion
Cost growth+55%$42.03 billion
Operating margin31%43% one year earlier
Free cash flow / capex$0.78B / $31.08B2.5% cash conversion ratio
Quarter ended June 30, 2026. The ratio divides reported free cash flow by capital expenditures. Source: Meta Platforms.
Analyst stance and recent targets
Strong buy: 8.3%Buy: 75.0%Hold: 16.7%
Consensus · 36 analysts$777
Wedbush · Sep. 1 · Neutral$595
Truist · Aug. 27 · Buy$763
Rosenblatt · Aug. 27 · Buy$886
Ratings and targets available September 3, 2026. Source: Benzinga analyst tracker.
Dow Futures Lead as Snowflake Surges and Broadcom Slips
NEW YORK, September 3, 2026, 05:00 EDT — Dow futures led the major U.S. contracts before dawn, rising 0.20% from settlement. S&P 500 and Nasdaq-100 futures held smaller gains. Russell 2000 futures slipped.
Major futures: settlement and first-hour change
From prior settlement04:00–04:59 EDT
Unit: percent. Prices are delayed futures prints through 04:59 EDT. Source: Yahoo Finance market data.
Post-results repricing separates AI-linked names
Premarket change from September 2 regular close, as of 05:00 EDT
Snowflake Inc. (NYSE:SNOW)
$377.50
+23.43%
Q2 product revenue: $1.49bn, +37%
Broadcom Inc. (NASDAQ:AVGO)
$358.80
−2.30%
Q4 revenue guide: about $34.8bn
Hewlett Packard Enterprise Co. (NYSE:HPE)
$50.14
−3.26%
Q3 revenue: $12.2bn, +34%
Price source: Yahoo Finance. Results: Broadcom, Snowflake and HPE.
Thin sector ETF prints favor consumer groups
Change from 04:00 to latest available print, 04:33–04:45 EDT; indicative only
Consumer discretionary (XLY)
+0.43%
Consumer staples (XLP)
+0.27%
Technology (XLK)
+0.16%
Utilities (XLU)
−0.12%
Unit: percent. Sparse early premarket prints may not predict the cash open. Source: Yahoo Finance ETF data.
Scheduled U.S. catalysts after the cutoff
Thursday
08:30 EDT
Claims, trade balance, revised productivity and labor costs
Thursday
10:00 EDT
ISM services activity and price signals
Friday
08:30 EDT
August employment situation
Sources: Federal Reserve Bank of New York and U.S. Bureau of Labor Statistics.
Wayve Begins Paid London Rides in First Trial of $8.6 Billion Valuation with 15 Cars
LONDON, September 3, 2026, 09:55 BST — Wayve commenced paid passenger services in London on Thursday, deploying only 15 authorised autonomous vehicles. This marks the first real-world trial of its $8.6 billion private valuation using a limited, monitored fleet.
London launch capacity gap
Log scale; customer registrations are interest, not completed bookings.
Latest disclosed private valuations
Wayve equals 6.8% of Waymo’s valuation; Waymo is 14.7 times larger. These February financing marks are not public-market prices. Sources: Wayve and Associated Press.
The commercialization path
Now15 licensed cars
Supervised London rides test reliability, acceptance and fleet operations.
NextMore than 10 markets
Wayve and Uber plan broader deployment using outside fleet capital.
From 2027Consumer vehicles
Wayve targets supervised L2+ software in manufacturer-built cars.
Sources: Wayve financing release and The Guardian.
Vodafone Unveils TV Bundle to Address 73,000 Mobile Subscriber Shortfall; Shares Gain 2.2%
Shares of Vodafone Group Plc climbed 2.2% early Thursday. The firm additionally unveiled Vodafone TV, an entertainment package that will launch in the UK in October.
Vodafone London trading snapshot
Pence per share; change versus the 119.40p previous close
Source: Google Finance. As of .
What Vodafone TV puts in the bundle
200+live channels
300+cloud games
3 GB / 32 GBmemory / storage
4KDolby Vision and Atmos
Source: VodafoneThree launch statement, September 3, 2026. Stuff reported that price was not disclosed.
UK customer movement shows the bundle challenge
Q1 FY27 net additions, thousands of customers
+34k broadband+23k fixed wireless−73k mobile contracts
Source: Vodafone Q1 FY27 trading update, published July 27, 2026. FWA additions are reported within mobile additions.
Broadcom outlook weighs on tech, oil slips
U.S. stock futures held steady ahead of Thursday’s market open. Slipping oil prices provided support, yet a weaker forecast from Broadcom dampened tech sentiment.
Index futures gave back a brief lift
Basis points versus prior settlement, 03:00–03:51 EDT. The scheduled 04:00 snapshot uses the latest delayed minute available.
As of . Source: delayed one-minute quotes from Yahoo Finance. Change is calculated against prior settlement.
Crude eased, but remained elevated
Latest delayed futures prices and changes from prior settlement.
COMEX gold$4,471.60+1.29%
WTI crude$90.52−0.54%
Brent crude$95.04−0.62%
First premarket indications split after earnings
Change from Wednesday’s regular-session close at the 04:00 EDT boundary; available interval: zero minutes.
As of . Source: first extended-hours indications on Yahoo Finance. Thin opening indications can change sharply.
IREN Shares Jump 7.6% With $3 Billion of Contracted AI ARR Yet to Go Live
IREN Limited shares jumped 7.6% to $39.60 on Wednesday. The move recovered most of Friday’s post-results slide. Yet the stock remains 2.3% below its August 27 close.
Street view after FY26 results
13positive ratings
3hold ratings
1sell rating
$43low target$77.84average$131high target
Consensus as of August 28, 2026. Targets are estimates, not guarantees. Source: S&P Global data via StockAnalysis.
The contracted-to-operating ARR bridge
Company-reported annualized run-rate revenue, U.S. dollars
$1bnoperating
25%
25%
$3bndeployment gap
75%
75%
15.6×$15.6bn equity value / operating ARR
3.9×$15.6bn equity value / contracted target
Operating ARR as of August 26; target for December 31, 2026. ARR is non-GAAP. Sources: IREN and Yahoo Finance.
AI cloud overtakes bitcoin mining
Quarterly revenue by business, U.S. millions
Quarters ended March 31 and June 30, 2026. Source: IREN FY26 results.
Dell Shares Surge 15.8% After EPS Forecast Raised by 42%, Outpacing Market Rally
Dell Technologies Inc. shares surged 15.8% on Wednesday as its profit outlook climbed more rapidly than the stock itself. Shares ended the session at $492.20, having reached an intraday high of $497.99.
USD closing prices; September 2 volume: 36.4 millionAs of · Source: Yahoo Finance
Fiscal 2027 guidance reset
Revenue midpoint
Previous$167B
Updated$192B
+$25B · +15.0%
Adjusted EPS
Previous$17.90
Updated$25.50
+$7.60 · +42.5%
Company guidance issued September 1, 2026. Percentages calculated from reported midpoints. Source: Dell Technologies
AI-server demand and conversion markers
Q2 orders$60.9BNew bookings
Q2 revenue$16.4BRecognized sales
Quarter-end backlog$95.0BUnfilled orders
Orders were 3.7× quarterly AI-server revenue
Backlog equals 1.28× Dell's $74B FY27 AI-server guide
Ratios calculated from company figures reported September 1, 2026. Source: Dell Technologies
September 2 analyst target range
$492.20
close$499
low$600
median$735
high
close$499
low$600
median$735
high
Fifteen named target actions compiled September 2, 2026; median calculated from the listed targets. Source: Benzinga
Snowflake Shares Surge 22% on Accelerated AI Gains, Leading to $24 Billion Revaluation
Shares of Snowflake Inc. surged 22.4% following Wednesday's close after the data platform provider exceeded expectations and lifted its full-year forecast. The stock traded at $374.21 as of 19:27 EDT.
Snowflake's earnings repricing
Extended-hours price in U.S. dollars; regular close at 16:00 EDT.
As of . Source: Yahoo Finance. Prices are not live.
Product-revenue growth accelerates
Year-over-year growth by reported fiscal quarter.
Q3 FY202629%
Q4 FY202630%
Q1 FY202734%
Q2 FY202737%
Source: Snowflake quarterly results, through July 31, 2026.
The guidance change versus the market reaction
Snowflake raised both growth and margin expectations.
FY2027 product revenue+$230M$5.84B prior forecast → $6.07B current forecast
Adjusted operating margin+1.0 pt13.5% prior forecast → 14.5% current forecast
Implied equity-value change≈+$23.9B22.35% move × 349.3M Q2 weighted-average basic shares
The equity-value figure is an arithmetic estimate, not a valuation multiple. Sources: Snowflake and Yahoo Finance; price as of September 2, 2026, 19:27 EDT.
Ondas Shares Rise 8.1% as Forecast Suggests $256 Million in Q4 Revenue
Ondas Inc. rose 8.1% on Wednesday, posing a more challenging question for investors than the share price increase alone. The defense technology company needs to achieve about $256 million in fourth-quarter revenue to hit the midpoint of its 2026 goal.
Ondas five-session close
U.S. dollars per share. As of .
Source: Yahoo Finance historical market data. Values are regular-session closes.
One-day defense-tech share moves
Regular-session change on September 2, 2026.
Source: Yahoo Finance. Changes use September 1 and September 2 closes.
The revenue ramp embedded in guidance
U.S. dollars; Q3 and Q4 figures are estimates based on management guidance.
Q2 actual$83.8m
Q3 guidance midpoint$147.5m
Implied Q4 midpoint$256.1m
Bridge: $537.5m full-year midpoint − $133.9m H1 actual − $147.5m Q3 midpoint = $256.1m implied Q4 revenue. Endpoint combinations imply a $236.1m-$276.1m range.
Source: Ondas second-quarter results and guidance. Calculations by TS2.
Credo Shares Fall 20% Despite 115% Revenue Surge Amid Valuation Concerns
Shares of Credo Technology Group Holding Ltd fell by 20.04% on Wednesday. The decline wiped out $41.41 per share, even as the company reported record revenue for the quarter. Trading volume hit 29.94 million shares, exceeding its usual average by over six times.
Credo’s September 2 price range
Regular-session prices, U.S. dollars. As of .
Source: Google Finance. Range does not imply the order of intraday highs and lows.
Gross-margin bridge
Fiscal Q4 2026 actual
GAAP 68.2%
Non-GAAP 68.3%
Fiscal Q1 2027 actual
GAAP 64.5%
Non-GAAP 68.0%
Fiscal Q2 2027 outlook midpoint
GAAP 63.9%
Non-GAAP 68.0%
Percent of revenue. Q2 uses the midpoint of Credo’s ranges. Source: Credo, September 1, 2026.
Analyst stance after the selloff
Ratings and 12-month targets from 14 analysts; prices in U.S. dollars. As of the September 2 close. Source: Google Finance.
Palo Alto Networks Drops 9.3% Despite 34% Growth as GAAP Loss Weighs on Results
SANTA CLARA, California, September 2, 2026, 15:20 - Shares of Palo Alto Networks fell 9.3%, with the company's 34% revenue increase overshadowed by its reported GAAP net loss.
PANW closes: earnings erase the late-August rally
USD •
Q4 operating-income bridge
USD millions; company reconciliation from GAAP to non-GAAP
$172GAAP operating income
+$487share-based compensation
$68acquisition costs
$281intangible amortization
$1,011non-GAAP operating income
A further $3 million of litigation charges completes the reconciliation. Source: Palo Alto Networks Q4 FY2026 earnings presentation.
Analyst recommendations after earnings
55 analysts • average target $385.65 • 17.4% above the September 2 close
Source: S&P Global Market Intelligence via StockAnalysis, last updated September 2, 2026.
Apple Shares Hold Near $324 as $200 iPhone 18 Pro Max Price Test Looms
Apple Inc. shares held near $324 after hours as investors weighed a possible $200 iPhone 18 Pro Max price increase. The September launch now tests whether premium pricing can protect margins without slowing upgrades.
Apple shares: regular session through aftermarket
$324.40
As of . One-minute observations; official close and volume from Yahoo Finance.
Reported launch economics
Scenario based on published estimates, not Apple guidance
Starting price, U.S.
17 Pro Max
18 Pro Max
+$200reported increase
+16.7%versus current model
Pro Max OLED panel cost
Prior implied
2026 estimate
$0.78Bpanel saving at 47m units
$9.4Bgross price lift at 47m units
Apple’s current price: Apple. Reported $66.50 panel cost, 20% reduction and 47 million panels: MacRumors citing The Elec and UBI Research. TS2 calculations; gross figures exclude demand, mix, channel, tax and other component effects.
Apple’s $109.42 billion June-quarter revenue mix
Fiscal Q3 2026 · dollars and share of total
iPhone 49.6%Services 28.1%MacWeariPad
$54.25BiPhone · +22% YoY
$30.74BServices · +12%
$10.35BMac · +29%
$7.88BWearables/Home · +6%
$6.19BiPad · −6%
Source: Apple’s fiscal Q3 2026 Form 10-Q. Percentages calculated from reported category sales; rounding may affect totals.
Tesla Cybercab Launch Faces Fleet-Scale Test as Shares Hold Near $356
Tesla shares slipped 0.22% to $356.22 after hours on Wednesday. Investors now await Thursday’s Cybercab launch in Austin. The stock’s roughly $1.41 trillion valuation leaves little room for another concept-only event.
TSLA session path
U.S. dollars; premarket excluded. As of .
Source: Nasdaq. Selected one-minute observations; after-hours trading begins after 16:00 ET.Growth arrived with a thinner earnings cushion
Tesla second quarter 2026; year-on-year changes where shown.
Revenue$28.24bn+26%
Vehicle deliveries480,126+25%
Active FSD subscriptions1.48m+56%
Operating margin1.4%4.1% a year earlier
Capital spending$5.79bn+142%
Free cash flow-$1.09bn$146m a year earlier
How much of the autonomy case is already priced?
Price landmarks relative to the latest $356.22 after-hours trade.
Latest trade$356.22
Morgan Stanley target$400.00 · +12.3%
52-week high$498.83 · +40.0%
Sources: Nasdaq for market prices and range; Morgan Stanley note summary for the target. Percentage gaps calculated from $356.22.
HPE Stock Drops 3.7% After Posting Record Quarter That Sets Higher Growth Target
Hewlett Packard Enterprise Company shares dropped 3.7% in after-hours trading even as the company reported record sales and profit for the quarter. The stock traded at $49.89 at 17:44 EDT, down from its previous close of $51.83.
HPE after-hours price path
U.S. dollars; regular close shown as a dashed line.
As of .
Where HPE’s growth came from
Fiscal third-quarter revenue growth from a year earlier.
Source: HPE fiscal Q3 2026 results, reported September 2.
Raised fiscal 2027 framework
Revenue growth13%–17%Raised outlook range
Non-GAAP EPS growth16%–20%Year-over-year target
Non-GAAP operating margin14%–15%Full-year framework
Free cash flow≥ $5.0BRaised minimum
Source: HPE fiscal Q3 2026 results.
Alphabet Lags S&P 500 by Nine Points as $44.9 Billion AI Talent Issue Looms
MOUNTAIN VIEW, California, September 2, 2026, 14:28 – Alphabet’s stock is underperforming the S&P 500 by nine points, putting a spotlight on the company’s $44.9 billion challenge in attracting and retaining AI talent.
Alphabet Class C: six-session close
Dollars per share; regular-session closes
As of . Source: Yahoo Finance historical data.
Three steps in the AI talent repricing
Frontier researchers leave
Noam Shazeer joined OpenAI. John Jumper departed for Anthropic.
Leadership is reset
Hassabis became chairman and chief scientist. Dean prepared a new venture.
Valuation debate widens
Goldman’s Sheridan identified talent departures as a major drag on the shares.
Sources: Axios, Fortune, and Yahoo Finance.
Alphabet’s Q2 AI economics
Quarter ended June 30, 2026; dollars are U.S. billions
Cloud revenue$24.8Bup 82% year over year
Cloud operating income$8.8Bup from $2.8B
Capital spending$44.9Bup from $22.4B
Free cash flow−$5.9Boperating cash less capex
R&D expense$18.2B15% of revenue
Equity capital raised$49.6Bcommon and preferred, net
Source: Alphabet Q2 2026 earnings filing and Form 10-Q.
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