Stocks That Moved Today
Nvidia and a slate of software names are on deck with earnings.
Stocks That Moved Today: Quick Ticker Table
| Ticker | Move | Why It Moved | Trader Insight |
|---|---|---|---|
| AT&T (T) | -0.6% | $23B cash purchase of EchoStar spectrum licenses to bolster 5G/fiber leadership. | Watch post-deal credit chatter and any guidance on capex; fade pops into resistance if spreads widen. |
| EchoStar (SATS) | +~70% | Monetizing spectrum unlocks value. | Gap-and-go risk; track opening range + VWAP for reversal entries after initial euphoria. |
| Interactive Brokers (IBKR) | +0.9% | To replace Walgreens in the S&P 500. | Index-add flows often support into the effective date; look for pullback-buys near VWAP. |
| Talen Energy (TLNE) | +6.5% | Joining S&P MidCap 400. | Mid-cap indexers can create follow-through; use liquidity windows around the close. |
| AMD | +2.0% (to $166.62) | Truist upgrade to Buy (PT to $213); “quantum-centric supercomputing” collaboration with IBM. | Relative strength vs. NVDA: buy-the-dip setups against prior day high if breadth supports. |
| Nvidia (NVDA) | +1.1% | YTD +35%; earnings due Wednesday. | Pre-earnings pin risk; scalp volatility bands, avoid chasing late-day extensions. |
| Eli Lilly (LLY) | +~5.9% | Orforglipron pill showed up to 10.5% weight loss in T2D patients (late-stage trial). | News-driven breakout—map supply above recent highs; consider partials into round numbers. |
| Boeing (BA) | +3.5% | Korean Air order: 103 planes (~$20B list). | Orders can re-rate sentiment; look for higher-low intraday patterns vs. 5–15m VWAP. |
| Vertiv (VRT) | +2.3% | Buying Waylay (AI software) to optimize data-center power/cooling. | AI adjacency bid remains strong; trend trades work on clean pullbacks. |
| Palantir (PLTR) | +2.4% | Bounce after prior session’s dip; CEO Alex Karp sold >400k shares last week (SEC filing). | Headline whipsaws common—trade around prior day’s range extremes. |
| Canada Goose (GOOS) | +3.2% | Baird upgrade to Outperform. | Retail upgrades often fade—watch for lower-high failure near premarket highs. |
| VF Corp. (VFC) | +6.2% | Baird upgrade to Outperform. | Mind liquidity around midday; scale out into prior supply zones. |
| Trump Media (DJT) | +5.2% | Truth Social/Truth+ to integrate Crypto.com for CRO rewards conversion. | High beta; use tight risk on momentum breaks and avoid overnight gap risk. |
| Heico (HEI) | +8.8% | EPS $1.26 vs. $1.13 est.; rev $1.15B vs. $1.12B. | Earnings trend day possible—buy pullbacks into intraday moving VWAP with stops tight. |
| Semtech (SMTC) | +15% | Q2 adj. EPS $0.41 beat; rev +20% y/y; Q3 EPS guide in line. | Post-earnings momentum—watch first pullback to ORB/5m VWAP for continuation. |
Key Narratives Driving the Tape
Spectrum & Connectivity: AT&T / EchoStar
AT&T’s $23B spectrum buy signals a long-horizon push to secure premium bandwidth across core markets.
EchoStar’s spike reflects pure asset monetization—classic re-rating when dormant spectrum is converted into cash.
Data Center & AI: AMD, Nvidia, Vertiv, Semtech
AMD rode a Buy upgrade and an IBM collaboration that spotlights its longer-run compute roadmap.
Nvidia continued grinding higher into earnings, as the market handicaps another AI-fueled beat.
Vertiv added an AI software layer (Waylay) to its power/cooling stack, and Semtech delivered an upbeat print with y/y growth.
Healthcare Momentum: Eli Lilly
Late-stage data for orforglipron (oral GLP-1) showed up to 10.5% weight loss in Type 2 diabetes—another proof point in obesity care’s secular growth story.
For traders, strength begets strength, but manage gaps and chase risk around catalysts.
Aerospace Rebuild: Boeing & Heico
A mega-order from Korean Air buoyed Boeing, while Heico outperformed on beats across the board.
Both benefit from durable aftermarket and fleet refresh cycles.
Consumer/Brand Re-Ratings: Canada Goose & VF
Dual upgrades from Baird supported risk-on in apparel—use measured risk as these can retrace after the initial pop.
Social + Crypto Crossover: Trump Media
DJT tied platform activity to Cronos (CRO) via Crypto.com’s wallet infrastructure—a user-engagement and tokenization play that tends to produce elevated intraday volatility.
What’s Next
Earnings due after the bell include MongoDB, Okta, Box, nCino, and PVH.
Nvidia’s report Wednesday can reset sentiment across the AI complex. For day traders, that means staying nimble and respecting volatility bands into and out of prints.
Trader’s Playbook
- Gap discipline: On outsized gaps (SATS, SMTC), map the opening range and 5–15m VWAP; fade failures, ride confirmations.
- Index-add flows: IBKR/TLNE can show mechanical demand near rebalance—watch the close.
- Catalyst ladders: LLY/BA news legs often come in waves; scale partials into round numbers and prior supply.
- AI breadth checks: Use NVDA as a risk barometer for AMD/VRT/SMTC follow-through.
Editorial note: This article summarizes widely reported market developments from Aug 26, 2025 for educational purposes.
It is not investment advice. Trading involves risk, including the risk of loss.
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