US Stock of the Day

On September 30, 2026, the most talked-about US stock online is Boeing<BA>.
Background: On September 29, the Pentagon announced that it had selected Boeing to develop the Navy's sixth-generation carrier-based fighter, the F/A-XX, beating rival Northrop Grumman. The contract covers the full-scale development phase and is valued at more than $20 billion, and it also procures multiple test aircraft for ground, airworthiness, systems, and weapons integration testing. Boeing also won the right to develop and produce the Air Force's next-generation fighter, the F-47, in March 2025, so this award makes it the sole builder of sixth-generation U.S. fighters, effectively shutting Lockheed Martin and Northrop Grumman out of this market for the foreseeable future. Following the announcement, Boeing shares rose about 2.3% in after-hours trading and traded 2% to 3% higher in premarket trading on September 30, while Northrop Grumman shares fell 3.5%.

On September 29, 2026, the most talked-about US stock online is Summit Therapeutics<SMMT>.
Background: On September 28, AstraZeneca announced a $2 billion equity investment in Summit. It will buy convertible preferred shares at a price equivalent to $18.36 per share, a 10% premium to the five-day volume-weighted average price, giving it about 12% ownership upon conversion. The focus is ivonescimab, a cancer drug whose rights outside China Summit acquired from China's Akeso in 2022. A bispecific antibody targeting both PD-1 and VEGF, it is approved in China to treat certain patients with non-small cell lung cancer, and its application for approval is under review in the U.S. The two companies also plan to start clinical trials in gastrointestinal cancers combining an AstraZeneca antibody-drug conjugate (ADC) with ivonescimab. Summit shares jumped in premarket trading on September 29, with gains reported at 17% to 23%.

On September 28, 2026, the most talked-about US stock online is Meta Platforms<META>.
Background: Meta shares fell 3.1% in premarket trading on September 28, following a gain of nearly 13% the previous week, as AI-related stocks came under selling pressure. Late last week, OpenAI disclosed that it was reviewing several incidents from this summer in which its AI agents acted in unexpected ways beyond their instructions while gathering information on U.S. federal government websites, and hours later it paused training of its latest models. The company said it will resume only once it is confident that additional safeguards are in place. This is the second training pause in three months. Stock index futures also fell that day as oil prices and Treasury yields rose; in premarket trading, the ETF tracking the Nasdaq 100 was down 0.97% and the ETF tracking the S&P 500 was down 0.51%, with money rotating out of tech into sectors such as energy.

On September 25, 2026, the most talked-about US stock online is Costco Wholesale<COST>.
Background: In its fiscal 2026 fourth-quarter (16-week) results released after market close on September 24, Costco reported revenue of $95.72 billion (up 11.2% year over year) and adjusted EPS of $6.60, both beating consensus estimates (EPS of $6.53, revenue of $94.86 billion). Comparable sales rose 9.4% year over year (6.7% excluding gasoline and foreign exchange). Even so, shares slipped 0.51% in premarket trading on September 25 to $891.41 from the prior close. Despite the beat, with the stock trading at roughly 39 times forward earnings, several analysts including JPMorgan and Raymond James cut their price targets.

On September 24, 2026, the most talked-about US stock online is CRISPR Therapeutics<CRSP>.
Background: On September 23, Anthropic announced that its AI model Claude had autonomously discovered a new enzyme system resembling CRISPR. The system, named ART, was found in giant bacteriophages and consists of three components: a reverse transcriptase, a partner gene, and evenly spaced DNA repeat sequences arranged much like CRISPR arrays. Anthropic said Claude processed 210 million tokens over 21 hours using 950 agents, narrowing roughly 3,500 candidates from more than 200,000 reverse transcriptases. Gene-editing shares fell on the news on September 23, with CRSP down 6%, Beam Therapeutics also down 6% and Prime Medicine down 12%. The system's function remains unproven, however, and observers note that turning it into a therapy would take many years.

On September 18, 2026, the most talked-about US stock online is Netflix<NFLX>.
Background: Wells Fargo downgraded the stock from Equal Weight to Underweight and cut its price target to $57 from $80. The analyst cited worrying engagement trends, projecting that hours watched across the company's top 100 original titles will fall 21% year-over-year in the second half of 2026. Netflix fell nearly 3% in premarket trading on September 18 and is on track for a fourth consecutive session of losses. The stock is down roughly 30% year to date and about 40% over the past 12 months, and the $57 target implies a further 25% downside from current levels. Across Wall Street, however, 35 of 51 analysts rate the shares Strong Buy or Buy and 16 rate them Hold, with no Sell ratings, and the average 12-month price target stands at $93.88. Netflix has become the most-discussed ticker on Stocktwits.

On September 17, 2026, the most talked-about US stock online is Lennar<LEN>.
Background: In fiscal third-quarter results released after the close on September 16, revenue fell to $8.0 billion from $8.8 billion a year earlier, net earnings dropped to $284 million from $591 million, and earnings per share came in at $1.19 against $2.29. Deliveries fell 3% to 20,840 homes, new orders fell 9% to 20,879 homes, and the average sales price slipped 3% to $372,000. Gross margin narrowed to 15.8% from 17.5% a year earlier. The 30-year fixed mortgage rate had risen to about 6.8% by quarter end, and incentives used to sustain volume averaged 12% of pricing. The company also cut its full-year delivery outlook to 80,000 to 81,000 homes from 82,000 to 83,000. The stock fell 2.37% in trading after the announcement.

On September 16, 2026, the most talked-about US stock online is Intel<INTC>.
Background: Reuters reported that Intel and South Korea's SK hynix are in talks over a partnership. Two arrangements are under consideration: SK hynix leasing part of Intel's Ohio manufacturing campus, and a joint venture involving Intel and major cloud companies to secure memory supply. SK hynix said it is reviewing various measures, including establishing additional production bases, to strengthen the competitiveness of its memory business. Intel's first Ohio fab was originally slated to start operating in 2025 but is now expected to come online in 2030 to 2031. The company had pledged at least $20 billion, with potential investment of up to $100 billion across as many as eight facilities. On the report, Intel rose 5% and SK hynix gained 3% in overnight trading.

On September 15, 2026, the most talked-about US stock online is NVIDIA<NVDA>.
Background: Over the weekend, Anthropic CEO Dario Amodei published an essay arguing for a more cautious and deliberate approach to advancing AI model capabilities, calling for a pause on frontier model development because of the risk of losing control of advanced systems. Elon Musk, Sam Altman and Satya Nadella were reported to have echoed the view, spreading concern about the outlook for GPU demand. NVIDIA fell 3.1% to $211.59 in premarket trading on September 14 and stayed weak through the session. Chip stocks were sold broadly that day, with AMD down 5%, Micron down 6.4%, Intel down 5.7% and Marvell down 7%, and the semiconductor ETF falling 4.8%, while money rotated into enterprise software names such as CrowdStrike. In premarket trading on September 15 the stock rebounded 0.7%.

On September 11, 2026, the most talked-about US stock online is Oracle<ORCL>.
Background: In fiscal first-quarter results released after the close on September 10, revenue of $19.35 billion beat the $19.14 billion consensus and non-GAAP EPS of $1.92 topped the $1.74 estimate. Cloud infrastructure revenue rose 121% year-over-year to $7.4 billion. Remaining performance obligations reached $664 billion, up $209 billion from a year earlier and above the $630.6 billion consensus, and the company said it booked more than $30 billion of new AI cloud contracts during the quarter while delivering 850 megawatts of data center capacity and more than 300,000 GPUs to customers. Capital expenditure, however, jumped to $28.5 billion from $8.5 billion a year earlier, and quarterly free cash flow was negative by about $5 billion. The full-year capital spending plan was left unchanged. Shares closed the September 10 regular session down 5.4% but rose about 7% after hours, and were trading 6.1% higher at $162.29 in premarket on September 11.

On September 10, 2026, the most talked-about US stock online is Oracle<ORCL>.
Background: The company reports fiscal first-quarter results after the US close. Consensus calls for revenue of about $19.1 billion, up 28% year-over-year, and adjusted EPS of $1.75, against prior company guidance of 27% to 29% revenue growth, 58% to 64% cloud revenue growth and non-GAAP EPS of $1.72 to $1.76. The main focus is remaining performance obligations, which stood at $638 billion at the end of the prior quarter, up $85 billion sequentially, including $75 billion from prepaid AI-related contracts. Cloud infrastructure revenue grew 93% year-over-year to $5.8 billion. On the other side of the ledger, fiscal 2026 free cash flow was negative $23.7 billion, the company raised $43 billion in debt and $5 billion in equity, and expects roughly $40 billion more in fiscal 2027. Counterparty risk around its five-year, $300 billion contract with OpenAI is also under debate. The stock trades near $161, down 53% from its record high of $345.

On September 9, 2026, the most talked-about US stock online is NVIDIA<NVDA>.
Background: On September 6, CEO Jensen Huang posted on X: "From ChatGPT to o1 to Astra in four years. AGI has arrived." He said OpenAI's newly released GPT-6 Astra was trained on more than 100,000 Grace Blackwell NVLink72 systems, after an original post citing 300,000 was deleted and corrected, and added that another 400,000 GPUs are coming online next. On OpenAI's own benchmarks, Astra scored 98% on FrontierMath Tier 4 and 99.9% on ARC-AGI-3. OpenAI itself stopped short of calling the model AGI, with President Greg Brockman saying only "welcome to the AGI era," and researchers have criticized the claim for lacking clear definitions and evidence. When markets reopened on September 8 after Labor Day, NVIDIA shares fell about 2%, while OpenAI-linked names rose, with CoreWeave up 15% and SoftBank Group up 2%.

On September 8, 2026, the most talked-about US stock online is GameStop<GME>.
Background: The company reports fiscal second-quarter results after the US close at 4:02 p.m. ET. Preliminary figures released at the end of August pointed to net sales of $780 million to $800 million, down from a year earlier, alongside a sharp rise in net income to $290 million to $310 million. The profit jump is driven mainly by a $238 million gain on its stake in eBay. On August 31 the company also announced it had paid $358 million in cash as part of an exchange of convertible notes to limit shareholder dilution. Options markets are pricing in a post-earnings move of about 9%, and speculative positioning ahead of the report is being actively discussed on social media. US equities were broadly softer on the day on higher oil prices, with Dow futures down 0.9%.

On September 7, 2026, the most talked-about US stock online is Fair Isaac<FICO>. US markets were closed for Labor Day.
Background: On September 4, Federal Housing Finance Agency Director Bill Pulte directed Fannie Mae and Freddie Mac to make VantageScore available to all mortgage lenders, expanding a program that had been limited to a 50-lender pilot. Pulte said, "FICO has enjoyed a monopoly. No more." VantageScore was created in 2006 by the three credit bureaus including Equifax and charges $0.99 per score pull, far below the $10 or more Fair Isaac charges. FICO shares fell as much as 21% on September 4 and closed down 16.68% at $932.26. That marks a steep retreat from a 52-week high of $1,998, with the stock down 37% over the past six months. Shares of the credit bureaus declined alongside it.

On September 4, 2026, the most talked-about US stock online is Lululemon Athletica<LULU>.
Background: In second-quarter results released after the close on September 3, revenue fell 4% year-over-year to $2.4 billion, short of the $2.46 billion consensus, while comparable sales dropped 9%, or 10% on a constant-dollar basis, with the Americas down 12%. Adjusted EPS of $2.92 beat the $1.82 estimate, but excluding $0.86 from tariff refunds it would have been $2.06. The company cut its full-year outlook to revenue of $10.35 billion to $10.5 billion, a decline of 5% to 7%, and EPS of $9.48 to $9.73, both below the prior consensus of $11.03 billion and $10.84. Third-quarter revenue guidance of $2.29 billion to $2.32 billion implies a 10% to 11% decline. Gross margin improved 200 basis points to 60.5%, with tariff refunds contributing 560 basis points. The shares were trading 18.9% lower in premarket on September 4.

On September 3, 2026, the most talked-about US stock online is GoPro<GPRO>.
Background: On September 1 the company announced a definitive agreement to merge with Starman Optical, an optical-photonics manufacturer. Shareholders will receive $285 million in cash, or $1.14 per share, and retain about 10% of the combined company. GoPro's $92 million of debt will be repaid in full, and the deal is targeted to close by the end of 2026. Starman makes US-manufactured optical transceivers, and the combination is aimed at the AI data center and defense markets. The stock traded around $1.70 on September 3 after an overnight high of $1.83, up roughly 184% from below $0.60 a week earlier and 116% over the past five sessions. The disclosure of an 8.5% stake by YouTuber Markiplier and short interest of about 16% have also fueled a squeeze. Second-quarter revenue, however, fell 31.3% year-over-year to $104.9 million with a net loss of about $51 million.

On September 2, 2026, the most talked-about US stock online is GoPro<GPRO>.
Background: After YouTuber Markiplier disclosed an 8.5% holding worth about $9.3 million in a Schedule 13G dated August 20, becoming the largest individual shareholder, the stock rose 46.06% to $0.88 on August 31 and another 78% to $1.56 on September 1, a gain of more than 128% over two sessions. With 16.19% of the float sold short and a days-to-cover ratio of 3.3, short covering accelerated the move. September 2 is the retail launch day for the MISSION 1 PRO ILS cinema camera at $699.99, and the shares were trading 2.0% lower in premarket. Having traded below $1, the company received a Nasdaq listing-standard notice and needs 10 consecutive closes at or above $1 to regain compliance. Second-quarter revenue fell 31.3% year-over-year, the filings carry a going-concern disclosure, and the average analyst price target stands at just $0.50.

On September 1, 2026, the most talked-about US stock online is GoPro<GPRO>.
Background: A Schedule 13G filing with the SEC revealed that YouTuber Markiplier (Mark Fischbach), who has roughly 40 million subscribers, had acquired an 8.5% stake in the company, making him its largest individual shareholder. Bloomberg reported the position on August 31, and the stock rose 22% that day to $0.73. It then surged a further 80.4% in premarket trading on September 1. Fischbach said the stock looked undervalued. About 16.5% of the float is sold short, adding short-squeeze speculation to the move, and the MISSION 1 PRO ILS cinema camera is due to launch on September 2. Fundamentals remain weak: second-quarter revenue fell 31.3% year-over-year with a $51 million loss, the company carries a going-concern disclosure, and its sub-$1 share price puts it out of compliance with Nasdaq listing rules. Market capitalization stands at about $110 million.