US Stock of the Day – August 2026
| Date | Post |
|---|---|
| Sat, August 29, 2026 | On August 29, 2026, the most talked-about US stock online is PayPal<PYPL>. US markets were closed for the Saturday. Background: On August 28, Bloomberg reported that a consortium of Advent International and Stripe had abandoned its takeover bid, and the stock closed 12.71% lower at $53.66. The proposal, which surfaced in July, was an all-cash offer of $60.50 per share valuing PayPal at roughly $53 billion; PayPal had deemed it inadequate and continued negotiating for a higher price. The buyers planned to take equal stakes and not break up PayPal's business, though antitrust review in the US and Europe was seen as the key hurdle. With the stock having risen 32.5% in July on takeover speculation, weekend discussion has centered on where fair value sits now that the deal premium is gone. Bloomberg noted the situation remains fluid and a renewed offer is still possible. On August 28, Marvell Technology fell 10.28% and NVIDIA lost 4.61%. |
| Fri, August 28, 2026 | On August 28, 2026, the most talked-about US stock online is PayPal<PYPL>. Background: Bloomberg reported that a consortium of US investment firm Advent International and payments company Stripe had abandoned a takeover bid worth more than $50 billion, sending shares down 12.71%, or $7.81, to close at $53.66. Volume reached 36.2 million shares, 124% above the three-month average. Takeover speculation began with a Bloomberg report in February, and the stock had risen more than 40% this quarter before the deal premium evaporated. According to The Wall Street Journal, PayPal management had deemed the initial proposal insufficient and was negotiating for a higher price. Bloomberg noted the situation remains fluid and that the two firms could return with a renewed offer at a later date. On the same day, the S&P 500 fell 0.27% and the Nasdaq Composite lost 0.52%. |
| Thu, August 27, 2026 | On August 27, 2026, the most talked-about US stock online is NVIDIA<NVDA>. Background: Fiscal Q2 2027 results released after the previous close, showing revenue up 106% year-over-year to $96.2 billion, along with bullish guidance, drove the stock 8.74% higher to close at $227.98. Market capitalization rose by $442 billion in a single session, the second-largest one-day gain ever for a US stock. Volume reached 293.3 million shares, roughly 106% above the three-month average. The most closely watched item was guidance for revenue growth of about 70% in calendar 2027, nearly double what analysts had expected. Gross margin held at 75%, though management said it expects a decline next quarter on rising memory costs. Information technology was the only advancing S&P 500 sector on the day, the Nasdaq Composite rose 1.57%, and Broadcom gained 4.49%. |
| Wed, August 26, 2026 | On August 26, 2026, the most talked-about US stock online is NVIDIA<NVDA>. Background: After the closing bell, the company reported fiscal Q2 2027 results that beat expectations on both lines: revenue rose 106% year-over-year to $96.2 billion (versus estimates of $92.37 billion), and adjusted EPS climbed 111% to $2.22 (versus $2.10 expected). Data Center revenue reached $89.02 billion, up 116.6% year-over-year, and gross margin came in at 75.0% against 72.7% a year earlier. Q3 revenue guidance of $108 billion, plus or minus 2%, also topped the $105.39 billion consensus. Management cited a backlog of more than $2 trillion and said the next-generation Vera Rubin platform has entered full production. Shares closed the regular session slightly lower in the $212 range but turned higher in after-hours trading. CEO Jensen Huang said AI "has reached its inflection point." |
| Tue, August 25, 2026 | On August 25, 2026, the most talked-about US stock online is NVIDIA<NVDA>. Background: The company reports fiscal Q2 2027 results on August 26 at 5:00 p.m. ET. Analysts expect revenue of $92.1 billion, up 97% year-over-year, and adjusted EPS of $2.09, up 99%. Meanwhile, the stock closed August 24 down 2.91% at $208.48, a seventh straight losing session. Reports that NVIDIA had notified customers of AI server price increases of more than 15%, driven by surging memory costs, spread concern over margins. With the Jackson Hole symposium falling in the same week, investors have been trimming risk ahead of the report. The median 12-month analyst price target stands at $300, implying roughly 44% upside from current levels. |
| Sat, August 22, 2026 | On August 22, 2026, the most talked-about US stock online is NVIDIA<NVDA>. Background: Ahead of its fiscal Q2 2027 earnings report scheduled for August 26, the market is showing a mix of anticipation and caution. Analysts expect revenue of $91.9 billion, up 96% year-over-year, and EPS of $2.08 to $2.09, nearly double the $1.05 reported a year earlier. The stock enters the report with a four-quarter beat streak and a 95% beat probability on Polymarket, both seen as bullish signals. Data Center segment revenue grew 92% year-over-year to $75 billion last quarter, with $145 billion in supply commitments on the books. Shares have risen roughly 18% from their July 29 low, closing at $216.85 on August 21 within a 52-week range of $164.07 to $236.54. Speculative pre-earnings reports have also circulated, including one from Bloomberg on LPU-related matters that NVIDIA has disputed. The average analyst price target stands at $304.73. |
| Fri, August 21, 2026 | On August 21, 2026, the most talked-about US stock online is Moderna<MRNA>. Background: On August 19, Moderna announced that its personalized mRNA cancer vaccine Intismeran (mRNA-4157), developed with Merck, showed reduced melanoma recurrence risk in a Phase 3 trial, sending shares up a record 177% that day, from $62.96 to $174.38, the stock's largest single-day gain ever. The surge inflicted roughly $5.5 billion in paper losses on short sellers. The following day, August 20, shares reversed sharply, falling as much as 23.9% intraday to $132.70, and most recently traded around $146.21, down 16.2% from the prior day's high of $174.38 but up 7.2% from its low of $136.35. Trading volume reached 47.73 million shares, well above the average of 25.22 million. Bank of America upgraded its rating from Underperform to Neutral and raised its price target from $40 to $170. |
| Thu, August 20, 2026 | On August 20, 2026, the most talked-about US stock online is Moderna<MRNA>. Background: On August 19, Moderna announced that its personalized mRNA cancer vaccine Intismeran (mRNA-4157), developed with Merck, met its goals in a Phase 3 trial, reducing the risk of melanoma recurrence and preventing tumor spread when combined with Merck's immunotherapy Keytruda. It marked the first successful late-stage trial for any mRNA-based cancer vaccine, and shares surged as much as nearly 177% intraday on August 19, touching around $142, with the close ranking among the stock's largest single-day gains ever. The same day also brought news that the FDA had approved Moderna's flu vaccine mFLUSIVA for adults 50 and older, adding to the catalysts. On August 20, shares fell roughly 10 to 13% in pre-market trading as profit-taking set in. Several analysts, including Bank of America, Morgan Stanley, and UBS, sharply raised their price targets following the news. |
| Wed, August 19, 2026 | On August 19, 2026, the most talked-about US stock online is Micron Technology<MU>. Background: It emerged that memory maker Netlist has filed new patent infringement lawsuits against Micron with the US International Trade Commission and in federal court over DDR5 server memory (RDIMM and MRDIMM), seeking exclusion orders that could block the affected products from being imported into or sold in the United States. Shares fell 5.9% on August 18 and dropped a further 2.8 to 4.9% in pre-market trading on August 19, trading around $940.76. During a broader semiconductor selloff on August 18, the stock fell as much as 8.8% intraday at one point. The reversal is notable given that on August 17 the shares had reclaimed the $1,000 level for the first time in about a month and a half; the recent trading range has been $926.64 to $978.67, within a 52-week range of $113.46 to $1,255.00. The average analyst price target stands at $1,501.98, implying roughly 60% upside from current levels. |
| Mon, August 17, 2026 | On August 17, 2026, the most talked-about US stock online is SanDisk<SNDK>. Background: At its Investor Day on August 13, SanDisk laid out mid-term targets for fiscal 2028–2030, including annual revenue growth in the mid-to-high teens, non-GAAP gross margins in the 80% range, and adjusted free cash flow margins of 50%. The company reported $93.9 billion in contracted business, prompting the market to re-rate SanDisk as an AI infrastructure supplier rather than a traditional cyclical NAND maker. Shares jumped 13.67% on August 13 following the announcement and continued climbing on August 17, rising more than 6% in overnight trading to top $1,740, a one-month high; the stock is up roughly 35% over the past week. Initial samples of its next-generation High Bandwidth Flash (HBF) technology for AI inference are planned for the second half of 2026. The rally has also spread to memory stocks in South Korea and Taiwan. |
| Fri, August 14, 2026 | On August 14, 2026, the most talked-about US stock online is Reddit<RDDT>. Background: On August 13, S&P Dow Jones Indices announced that Reddit will join the S&P 500 before trading opens on August 18, filling the vacancy left by AvalonBay Communities, a REIT being absorbed into the index via its merger with Equity Residential. Following the announcement, shares jumped in after-hours trading from Thursday's close of $153.12, at one point rising 11 to 16% to around $177.80. The company posted Q2 2026 earnings on July 30 with revenue up 61% year-over-year to $805 million, marking an eighth consecutive quarter of growth above 60%. Combined with expected passive-fund buying tied to the index inclusion, the news has driven heavy online discussion, even as the stock remains down roughly 31.9% year-to-date. |
| Thu, August 13, 2026 | On August 13, 2026, the most talked-about US stock online is Nebius Group<NBIS>. Background: In its Q2 2026 earnings released after market close on August 12, revenue rose 454% year-over-year to $582.3 million, beating market estimates. Adjusted EBITDA margin reached 41%, and the company raised its contracted power capacity target to 5 gigawatts by year-end while maintaining a bullish full-year outlook. Shares surged from the prior close of $193.23, touching an intraday high of $262.34 on August 13, with the stock recently trading around $254.40 to $259.26, at times up more than 30% on the day. Trading volume reached roughly 58 to 63 million shares, more than double the average of 28.55 million. Major brokerages including Goldman Sachs issued positive commentary, and buying interest in AI infrastructure names spread to related stocks such as Bloom Energy<BE> and Iris Energy<IREN>. |
| Wed, August 12, 2026 | On August 12, 2026, the most talked-about US stock online is Super Micro Computer<SMCI>. Background: After market close on August 11, the company reported fiscal Q4 2026 earnings, with adjusted gross margin guided at 15 to 17%, well above the 8.2 to 8.4% range it had projected back in May. Robust demand for servers equipped with NVIDIA GPUs drove new AI-related orders, building a backlog reported at $60 billion. On August 12, shares surged more than 7.45% from the prior close, trading in a range of $30.92 to $35.10 on volume of 95.52 million shares, more than double the average volume of 44.13 million. Market capitalization stood at $22.51 billion. Wall Street's consensus price target sits at $37.81, implying roughly 21% further upside from current levels, and the stock had lagged peers such as Dell Technologies and HPE over the prior three months, making the earnings-driven rebound stand out further. |
| Mon, August 10, 2026 | On August 10, 2026, the most talked-about US stock online is Hertz Global Holdings<HTZ>. Following its August 6 Q2 earnings report, which showed revenue of $2.396 billion versus estimates of $2.28 billion, shares soared over 50% during recent sessions. On August 7, the stock traded up 12.13% from the prior day, and the surge in trading volume has kept online discussion active. Meanwhile, Morgan Stanley lowered its price target on Hertz to $3.50 from $5 while maintaining an Equal Weight rating. It also emerged that on August 7, both Robbins LLP and Kaplan Fox & Kilsheimer LLP separately filed new securities class action lawsuits concerning vehicle depreciation and residual-value management. The mix of an earnings-driven rally alongside litigation and an analyst downgrade has kept the stock's sharp volatility a focus of discussion heading into the new week. |
| Fri, August 7, 2026 | On August 7, 2026, the most talked-about US stock online is Hertz Global Holdings<HTZ>. Following the surge triggered by its August 6 Q2 earnings report (revenue of $2.4 billion, beating estimates), the stock continued to swing sharply on August 7, trading in a range of $1.58 to $2.68. As of the latest trade, shares stood at $2.37, up 50% from the day's low and down 11.6% from its high. Trading volume reached 155.82 million shares, more than four times the average daily volume of 35.65 million. Market capitalization stood at $726.63 million, with a 52-week range of $1.45 to $8.18. Speculative short-squeeze-style buying tied to the earnings surprise has been actively discussed online, with the stock's continued volatility drawing further attention. |
| Thu, August 6, 2026 | On August 6, 2026, the most talked-about US stock online is Hertz Global Holdings<HTZ>. The company's Q2 earnings, released the same day, beat market expectations: revenue rose 10% year-over-year to $2.4 billion (versus estimates of $2.28 billion), adjusted EPS came in at a loss of $0.11 (versus an expected loss of $0.24), and adjusted EBITDA reached $81 million (versus estimates of $61.96 million). GAAP net income also turned positive at $64 million. The stock surged from the prior close of $1.56, rising to $1.82 in premarket trading from a 52-week low of $1.45, and gained 15 to 17% during the session. The rally follows a roughly 70% year-to-date decline since a June 24 warning about a weakening used-car market, with investors also welcoming fleet improvements including a 94% modern-vehicle ratio and 9% growth in revenue per day (RPD). |
| Wed, August 5, 2026 | On August 5, 2026, the most talked-about US stock online is Hertz Global Holdings<HTZ>. Shares had been on a downtrend since a sharp decline began June 30, trading near a 52-week low of $1.45, but closed August 5 up 3.31% at $1.56. On August 4, Hertz was removed from the S&P SmallCap 600 index, replaced by ADI Global Distribution. It also emerged that on August 3 a securities class action lawsuit was filed over fleet vehicle depreciation and residual-value management. Q2 earnings are scheduled for release at 8:00 a.m. ET on August 6, and speculative trading ahead of the report is being actively discussed online. |
| Tue, August 4, 2026 | Today, the most talked-about US stock online is Micron Technology<MU>. After sliding to the low-$800s by July 31 amid sector-wide selling triggered by reports of Chinese CXMT's DRAM expansion plans and weak Samsung Electronics earnings, MU rose 5.95% on August 4, trading in the $859 to $872 range. The gain is attributed to strong demand for AI-related high-bandwidth memory (HBM) and firmer DRAM and NAND pricing as producers scaled back capital expenditure. SanDisk<SNDK> also rose 7.73% and NVIDIA<NVDA> gained 1.55% the same day, with buying spreading across memory and semiconductor stocks broadly. |
Past months
September 2026 / August 2026
About these notes
Written by Kabutaro, a Japanese individual investor since 2007. The Japanese original is here: 米国株 by 株太郎と愉快な仲間たち
These notes are for information only and are not investment advice.