US Equities · Pre-Open Briefing
S&P 500 rose 0.46%, Nasdaq rose 0.45%
September 3, 2026
The September 2, 2026 cash session, and what is scheduled today
The S&P 500 rose 0.46% to 7,666.60 and the Nasdaq Composite rose 0.45% to 26,217.83, with the Nasdaq-100 up 0.23%.
Breadth302 up / 200 down
LeadershipS&P 500 by 0.23pp
Member coverage100%
Futures now
Ahead of the open, S&P 500 futures are up 0.88%, Nasdaq 100 futures up 1.00%, Dow futures up 1.09% and Russell 2000 futures up 0.29% against their previous settlement. In Asia, the Nikkei 225 is down 2.85%, the Hang Seng down 0.39% and the Shanghai Composite little changed. In Europe, the Euro Stoxx 50 is up 0.13%, the DAX up 0.49% and the FTSE 100 up 0.53%. Across markets, WTI is up 1.64% at 92.50, Gold is up 4.24% at 4,551.40, the US 10-year yield is at 4.75% and EUR/USD is up 0.28% at 1.1628.
| Market | Level | Change | As of |
|---|---|---|---|
| S&P 500 futures | 7,744.25 | +67.75 (+0.88%) | 2026-09-03 |
| Nasdaq 100 futures | 29,478.25 | +292.00 (+1.00%) | 2026-09-03 |
| Dow futures | 53,698.00 | +577.00 (+1.09%) | 2026-09-03 |
| Russell 2000 futures | 2,967.30 | +8.50 (+0.29%) | 2026-09-03 |
Where the tape closed
S&P 500
7,666.60
+35.13 (+0.46%)
5d -0.14% · 1m +0.87%
Nasdaq Composite
26,217.83
+118.06 (+0.45%)
5d +0.25% · 1m +1.17%
Nasdaq-100
29,143.33
+66.11 (+0.23%)
5d -0.23% · 1m +1.27%
VIX
15.20
-1.14 (-6.98%)
5d -1.62% · 1m -4.16%
The Session
Of the 503 S&P 500 members that printed, 302 rose and 200 fell. Communication Services led the sector table at +2.01% on an equal-weighted basis and Real Estate sat at the bottom at -0.44%. Dell Technologies (DELL) rose 15.81% and carried the largest share of the weighted index move. The VIX fell 6.98% to 15.20. Four universe names reported on the session.
World news
- China Won’t Have Claims to Venezuelan Oil Revenue, Wright SaysBloomberg Markets
- China’s Waning Appetite for Oil Is Keeping Emissions in CheckBloomberg Markets
- Bank of Canada holds rate as tariffs, oil prices cloud outlook - Investing.com CanadaGoogle News Canada
- OPEC+ likely to keep oil output policy unchanged on Sunday, sources sayYahoo Finance
- G-20 Squabbling Overshadows Summit as Global Bond Markets StrainWSJ World News
- Global Bond Markets Take a BreatherWSJ Markets
Sector news breakdown
Information Technology
- Dell Technologies DELLSPX +15.81%Dell shares jump as Wall Street lifts price targets on AI server demand Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers. Fiscal second-quarter revenue was $47 billion, up 58% year... Proactive · Sep 2, 2:18 PM ETDell's Monster Quarterly Beat Shows Continued AI Momentum Dell showed that the AI data center business is still hopping as it delivered a monster beat-and-raise earnings report. Dell stock jumped on the news. Investor's Business Daily · Sep 2, 4:50 PM ET
- Palo Alto Networks PANWSPXNDX -9.28%Palo Alto Networks Topped Estimates. The Stock Is Sinking Anyway Palo Alto Networks shares are tumbling Wednesday even though the cybersecurity software maker’s fiscal fourth-quarter results beat analysts’ estimates. Investopedia · Sep 2, 12:53 PM ETPalo Alto stock tumbles 10% as analysts call selloff a buying opportunity Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue... Proactive · Sep 2, 2:25 PM ET
- Datadog DDOGSPXNDX -6.53%Datadog Just Dropped 22% in a Month: Sell Now, or Buy More? Datadog just handed investors a paradox: a quarter that beat on every line and raised guidance, yet the stock cratered anyway. Whether that punishing reset is a gift or a warning depends on one uncomfortable question about the company's customer base. 24/7 Wall St. · Sep 2, 3:10 PM ET
- Palantir Technologies PLTRSPXNDX -5.81%Why Is Palantir Stock Down Today? Palantir stock is falling on Sept. 2, 2026, even after the company landed a new U.S. Army TITAN contract and hired AIG's Peter Zaffino as its global head of financial services. Motley Fool · Sep 2, 4:08 PM ETPalantir stock tumbles as Google encroaches on defense AI market Investing.com -- Palantir Technologies (NYSE:PLTR) shares plunged 7% on Wednesday. While the broader market context remains complex, the sharp sell-off appears directly tied to Google’s sudden entry into Palantir’s most lucrative territory: specialized government and defense AI. Investing.com · Sep 2, 12:55 PM ET
- CrowdStrike CRWDSPXNDX -5.42%Nvidia and CrowdStrike Develop New Cybersecurity AI Models Nvidia and CrowdStrike are addressing what they see as one of cybersecurity’s biggest gaps: the need for cyber defenders to harness AI at the velocity of cyber attackers. The Wall Street Journal · Sep 2, 8:46 AM ET
- Nvidia NVDASPXNDX +3.21%Nvidia Leads Chip Stocks Higher Amid Renewed Confidence In AI Spending Nvidia stock approached a buy point Wednesday as chip stocks rallied following a bullish quarterly report from Dell Technologies. Investor's Business Daily · Sep 2, 4:53 PM ETNvidia didn't like Wall Street's estimates. So it tried to reset them. More insight on Nvidia's guidance emerges. Yahoo Finance · Sep 2, 8:22 AM ET
- Micron Technology MUSPXNDX +2.43%Dell Called Out the Memory Chip Shortage. Micron Stock Shrugs. Micron stock has stalled in recent months but memory prices keep rising and that should be reflected in its coming earnings. Barrons.com · Sep 2, 10:53 AM ET
Communication Services
- Reddit RDDTSPX +9.31%Reddit Rallies 7% as Baird Says Renewal Risk Is Already Priced In, Pinterest Holds Flat Baird just reframed the biggest risk hanging over Reddit stock, and the market responded with its sharpest single-day move in months. Here is what two expiring AI licensing deals actually mean for the bull and bear cases. 24/7 Wall St. · Sep 2, 10:55 AM ET
- Meta Platforms METASPXNDX +2.47%Meta $18 billion settlement cost pressure AI product pipeline Meta will book a $10 billion legal charge in Q3 as analysts flag the timing against up to $145 billion in capital expenditure this year… Quartz · Sep 2, 9:13 AM ETMETA Stock Jumps To Best Day In Nearly A Month — Meta Platforms Unveils Most Powerful AI Model To Compete With AI Rivals Meta Platforms Inc. has launched Muse Spark 1.3, its most advanced artificial intelligence model to date. Stocktwits · Sep 2, 4:53 PM ET
Consumer Discretionary
- lululemon athletica inc. LULUSPX +1.75%What To Expect From Lululemon’s (LULU) Q2 Earnings Athletic apparel retailer Lululemon (NASDAQ:LULU) will be announcing earnings results this Thursday after the bell. Here’s what investors should know. StockStory · Sep 1, 11:16 PM ET
Consumer Staples
- Brown Forman Corporation BF-BSPX +3.87%Brown-Forman Maintains Full-Year Guidance as First-Quarter Sales Miss Views Brown-Forman (BF.A, BF.B) reiterated its guidance for fiscal 2027 organic sales on Wednesday as it f… MT Newswires · Sep 2, 11:16 AM ET
Utilities
- Edison International EIXSPX -6.14%Edison International (EIX) Stock Looks Cheap Even With Wildfire Risk Edison International stock has just absorbed a steep pullback, even though its longer term return profile and valuation checks still lean supportive. After the wildfire liability bill in California hit sentiment hard, the current pricing raises questions about whether investors are now… Simply Wall St. · Sep 1, 8:20 PM ET
- PG&E Corporation PCGSPX -5.19%PG&E Stock Slides as Wildfire Liability Fears Trigger a Strategic Overhaul PG&E on Wednesday was still sufficiently worried about wildfire-related liability that it announced a broad strategic review, even as California lawmakers shelved legislation that could have left utilities open to widespread legal claims. Barrons.com · Sep 2, 1:57 PM ETWhy PG&E Stock Keeps Going Down California just put PG&E in a Catch-22. Motley Fool · Sep 2, 11:04 AM ET
Moved more than 3% with no company-specific item clearing the relevance bar: APH +101.93% · CHTR +8.74% · ALNY +8.65% · SWKS +6.32% · XYZ +5.88% · STLD +5.79% · OMC -5.03% · FTNT -4.52%.
The day ahead
Economic calendar
| Time | Release | Impact | Consensus | Previous |
|---|---|---|---|---|
| 08:30 ET | Exports Level | Medium | — | 314700000000.0 |
| 08:30 ET | Imports Level | Medium | — | 388000000000.0 |
| 08:30 ET | Trade Balance | Medium | — | -73300000000.0 |
| 08:30 ET | Weekly Jobless Claims | Medium | — | — |
| 10:00 ET | Services Sector PMI | High | — | 54.1 |
Reporting today
Before the open: CIEN (cons. 1.46)
After the close: LULU (cons. 1.79)
Overnight and across markets
Asia and Europe
| Market | Level | Change | As of |
|---|---|---|---|
| Nikkei 225 | 64,325.64 | -1,889.70 (-2.85%) | 2026-09-02 |
| Hang Seng | 25,213.31 | -97.90 (-0.39%) | 2026-09-03 |
| Shanghai Composite | 3,942.09 | +0.70 (+0.02%) | 2026-09-03 |
| Euro Stoxx 50 | 6,370.16 | +8.01 (+0.13%) | 2026-09-03 |
| DAX | 25,966.41 | +127.08 (+0.49%) | 2026-09-03 |
| FTSE 100 | 10,814.01 | +57.51 (+0.53%) | 2026-09-03 |
Commodities, currencies and rates
| Market | Level | Change | As of |
|---|---|---|---|
| WTI crude | 92.50 | +1.49 (+1.64%) | 2026-09-03 |
| Gold | 4,551.40 | +185.10 (+4.24%) | 2026-09-03 |
| EUR/USD | 1.1628 | +0.0032 (+0.28%) | 2026-09-03 |
| USD/JPY | 155.59 | -4.61 (-2.88%) | 2026-09-03 |
| US 10-year yield | 4.75% | -0.05 (-1.04%) | 2026-09-03 |
Where the indices sit
Three months of closes, headline indices rebased to 100.
What carried the session
Proxy: dollar-volume share among members that printed, times the move. Not official index weight.
| Ticker | Name | Session | Contribution |
|---|---|---|---|
| DELLSPX | Dell Technologies | +15.81% | +65.7 bp |
| NVDASPXNDX | Nvidia | +3.21% | +26.0 bp |
| APHSPX | Amphenol | +101.93% | +24.7 bp |
| MUSPXNDX | Micron Technology | +2.43% | +11.4 bp |
| PANWSPXNDX | Palo Alto Networks | -9.28% | -9.3 bp |
| PLTRSPXNDX | Palantir Technologies | -5.81% | -9.0 bp |
| METASPXNDX | Meta Platforms | +2.47% | +5.6 bp |
| SNDKSPXNDX | Sandisk | +1.08% | +3.4 bp |
Breadth and sectors
Sector moves equal-weighted across members that printed.
| Sector | Average member move | Members |
|---|---|---|
| Communication Services | +2.01% | 24 |
| Materials | +1.82% | 25 |
| Information Technology | +1.21% | 73 |
| Health Care | +0.89% | 59 |
| Financials | +0.83% | 76 |
| Consumer Discretionary | +0.70% | 47 |
| Consumer Staples | +0.46% | 34 |
| Energy | +0.44% | 21 |
| Utilities | -0.08% | 31 |
| Industrials | -0.12% | 83 |
| Real Estate | -0.44% | 30 |
Largest moves
Risers
| Ticker | Name | Session |
|---|---|---|
| APHSPX | Amphenol | +101.93% |
| DELLSPX | Dell Technologies | +15.81% |
| RDDTSPX | +9.31% | |
| CHTRSPX | Charter Communications | +8.74% |
| ALNYNDX | Alnylam Pharmaceuticals, Inc. | +8.65% |
| SWKSSPX | Skyworks Solutions | +6.32% |
| XYZSPX | Block, Inc. | +5.88% |
| STLDSPX | Steel Dynamics | +5.79% |
Fallers
| Ticker | Name | Session |
|---|---|---|
| PANWSPXNDX | Palo Alto Networks | -9.28% |
| DDOGSPXNDX | Datadog | -6.53% |
| EIXSPX | Edison International | -6.14% |
| PLTRSPXNDX | Palantir Technologies | -5.81% |
| CRWDSPXNDX | CrowdStrike | -5.42% |
| PCGSPX | PG&E Corporation | -5.19% |
| OMCSPX | Omnicom Group | -5.03% |
| FTNTSPXNDX | Fortinet | -4.52% |
Earnings reported in the session
Beat and miss shown only where consensus and actual are both published.
| Ticker | Name | Slot | EPS est. | Reported | Surprise | Result |
|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | After close | 2.83 | — | — | — |
| HPE | Hewlett Packard Enterprise Company | After close | 0.82 | — | — | — |
| NTAP | NetApp, Inc. | After close | 1.72 | — | — | — |
| BF-B | Brown Forman Corporation | Before open | 0.38 | — | — | — |
Headlines in the session window
- U.S. Stocks Climb as Bond Yields Stay in SpotlightWSJ Markets
- Tactical Resources to Ring the Nasdaq Closing BellFinancial Post
Fed and macro
No high-impact US print on the calendar for this session or the next.
What to watch
Two universe names on the next earnings calendar (CIEN, LULU).
Get this every weekday morning
The Equities Daily (Beta) lands before the US open with the previous session's close across the S&P 500 and Nasdaq, what carried the index, the story behind each mover, and the day's scheduled earnings and data. Free.
One-click unsubscribe in every email, and you can manage every RoboMacro newsletter from the same subscriptions page.