Stocks

Cerebras (CBRS) rose 6.89% to close at $184.52 on September 2, 2026, in a low-volume rebound rather than on a newly disclosed company event. This draft examines the session’s limited catalyst evidence, trading risks, and the technical levels that could shape the next move.

Credo Technology Group Holding (CRDO) fell 20.04% to $165.22 on September 2, 2026, as investors reassessed its fiscal first-quarter update and valuation after a sharp growth run. This daily outlook reviews the move, the risks behind it, and the technical levels that could shape the next trading decision.

IREN gained 7.55% to close at $39.60 on September 2, 2026, as investors focused on recent commentary that 2026 capacity was largely sold out and on continuing AI-infrastructure demand. This draft examines the evidence, the limits of the causal case, and the technical levels that frame the next move.

AST SpaceMobile (ASTS) rose 11.83% to close at $62.40 on September 2, 2026, after Berenberg initiated coverage with a Buy rating and $92 target while a recent director purchase offered a secondary confidence signal. This draft examines the session, the risks around commercialization and the technical levels that frame the next move.

Palo Alto Networks (PANW) fell 9.28% to close at $328.48 on September 2, 2026, as investors reset expectations after fiscal fourth-quarter results and security software sold off broadly. This draft reviews the evidence, the limits of the causal claim, and the technical levels shaping the next decision point.

CrowdStrike (CRWD) fell 5.42% to $203.42 on September 2, 2026, while the company announced new supply-chain protection and agentic-SOC capabilities at Fal.Con. This draft examines the unresolved daily move, the product context, technical levels and the conditions that could alter the near-term setup.

Accel posted a standalone net profit of ₹5.44 crore in FY26, up 305% from the prior year, helped by a ₹1.30 crore reduction in finance costs. Revenue from operations edged up 0.8% to ₹164.33 crore, while EBITDA slipped 2.1% to ₹16.03 crore due to costs linked to new labor codes. In its realty business, turnover rose 21.4% to ₹7.90 crore. The board did not recommend a FY26 dividend and the company completed the amalgamation of Accel Media Ventures.

Dell Technologies’ shares jumped after its earnings report as the company posted a record $95 billion backlog for AI servers. Dell also raised its full-year revenue and profit guidance. The update underscores strong demand for data-center AI infrastructure and strengthens Dell’s position in the market.

Palantir (PLTR) fell 5.81% to close at $169.46 on September 2, 2026, as a broad software selloff and higher long-term Treasury yields pressured growth-stock valuations. This draft examines the session's market drivers, the risks around the move, and the technical levels that frame the next trading decision.

Nvidia (NVDA) rose 3.21% to $224.41 on September 2, 2026, as Dell’s raised AI-server outlook strengthened the demand read-through for Nvidia-based infrastructure. This draft examines the reported Hugging Face talks, the day’s technical setup, and the levels that could shape the next trading decision.