AMD shares surged in early Monday trading, lifting the chipmaker’s market value above $1 trillion for the first time and pushing its 2026 gain to 172.84% at a record high. A supply-chain report said the company plans to raise prices by 10%, helping fuel the move. The rally comes alongside broader strength in hardware stocks, with Intel and Meta also advancing while Nvidia lagged.

Critical Metals surged more than 25% in premarket trading on September 21, after the rare earth developer reported a processing breakthrough at its Tanbreez project. The company said it achieved more than 99% dissolution of eudialyte concentrate and produced 19 ultra-high-purity rare earth products. A preliminary study for a proposed Romanian refinery projected annual revenue potential of roughly $2.2 billion before operating costs, taxes, and capital recovery. BlackRock is the company’s largest pure institutional shareholder, holding about 4.52 million shares.

Dell Technologies reported results for the quarter ended July 31, 2026, with revenue of $47 billion, up 58% year over year, and non-GAAP EPS of $7.04, up 203%. Infrastructure Solutions Group revenue totaled $31.8 billion, including $16.4 billion from AI-optimized servers, while quarterly AI server orders reached a record $60.9 billion, taking total AI backlog to $95 billion. Management raised its fiscal 2027 revenue outlook to about $192 billion. Wall Street analysts subsequently set fresh 12-month price targets in a range of $500 to $735.

Since the Sept. 9, 2025 launch event, Apple shares have risen about 35.6%. The company posted record June-quarter revenue of $109.42 billion, up 16.4% year over year, with iPhone revenue up 21.7% to $54.3 billion and Services revenue reaching a June-quarter high of $30.74 billion. Net income increased 27% to $29.8 billion, and diluted EPS of $2.02 topped the $1.89 estimate. Apple guided for September-quarter revenue growth of 9% to 11% and gross margins of 47% to 48%.

SpaceX (SPCX) drew about $7.27 billion in institutional inflows over the past 12 months, with 108 institutions increasing their holdings. K5 Global Advisor LLC disclosed the largest position at 38.6 million shares valued at about $6.59 billion. Based on the ownership trend, the market expects SpaceX’s valuation could rise to $3 trillion to $3.7 trillion, implying a share-price range of $225 to $280.

Dell reported fiscal second-quarter 2027 revenue of $47 billion, up 58% year over year, beating expectations of $45 billion. Adjusted EPS jumped 203% to $7.04, well above the $4.90 analysts had forecast. AI-optimized server revenue reached $16.4 billion, while AI orders and backlog hit record highs and Infrastructure Solutions Group revenue rose 89%. The stock gained about 9% in after-hours trading following the release.

After the latest GTA 6 trailer was released, Take-Two Interactive shares rose 2.34% in after-hours trading and Sony Group shares gained 2.58%, reflecting a more upbeat market view of the game’s sales outlook. As of press time, Take-Two was trading at $238.45. The stock was still down 7.39% year-to-date.

Paul Pelosi, husband of former House Speaker Nancy Pelosi, bought Bloom Energy shares and long-dated call options in late July, with a combined disclosed value of up to approximately $12 million. The disclosure shows purchases on July 24 and July 28, including call option contracts with a $100 strike price expiring in mid2027. Bloom Energy shares were last priced at $192, up 290% over the past year.

Nvidia filed a Form 13F with the U.S. Securities and Exchange Commission detailing a public equity portfolio valued at about $63.4 billion as of June 30, 2026, up from roughly $18.4 billion the prior quarter. Intel was the largest holding at 214.8 million shares worth around $30 billion, representing 44.23% of the portfolio and tied to a $5 billion investment announced in 2025 to collaborate on PC and data center chips. The company also reported a large new SpaceX position, and the overall portfolio appeared highly concentrated.