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Data Center REIT Equinix (EQIX) caught Wall Street’s attention on Wednesday after announcing an expanded collaboration with chip giant Nvidia (NVDA) to launch Equinix Inference Exchange. The new platform is a distributed artificial intelligence (AI) inference program aimed at helping global enterprises bring AI applications into production faster.

Dell (DELL) is among the top-performing S&P 500 ($SPX) stocks over the past year, with its shares rising 310%. The massive rally reflects AI-related tailwinds and rising enterprise IT spending, both of which are supporting stronger demand for Dell’s products and translating into robust revenue and earnings growth. Despite the stock’s dramatic ascent, Dell has further room to run. Management’s latest forecast calls for adjusted earnings per share (EPS) to rise by 150% in fiscal 2027.

The chief executive of Robinhood (HOOD) said on Bloomberg Television late last month that states suing to shut down prediction markets are protecting their own money. "States disagree for various reasons," Vlad Tenev said.

Markets enter a holiday-shortened week focused on August inflation assessment with Friday's CPI report at 8:30am as the critical economic release. Tuesday's Oracle (ORCL) earnings test enterprise software spending resilience amid rate hike concerns. Wednesday and Thursday feature consecutive bond auctions potentially testing investor appetite for longer-duration Treasuries. Thursday delivers PPI, existing home sales, and crude oil inventories alongside Adobe (ADBE) earnings.

The iShares Expanded Tech-Software Sector ETF (IGV) recently triggered a rare technical “Thrust” signal following a dramatic 24.5% rally over a five-week span. According to historical data highlighted by research firm All Star Charts, this specific momentum signal, which is defined by an extraordinary five-week rate of change, has appeared only three other times in the ETF’s history: 2002, 2009, and 2020. My take on this is that software is not thought the same as it used to be.

Alphabet (GOOGL) is the parent company of Google and one of the world's largest technology conglomerates. Headquartered in Mountain View, California, Alphabet operates through three primary segments: Google Services, encompassing Search, YouTube, Android, and Chrome; Google Cloud, its rapidly scaling enterprise infrastructure business; and Other Bets, which includes the Waymo autonomous vehicle unit.

It is one of the most frustrating puzzles for market participants — and it is happening right now. Stocks feel sluggish, choppy, and unable to make decisive upside progress. Even more significantly, many market leaders are gyrating in price regularly. Here’s the Invesco QQQ Trust (QQQ) over the past two months. While the market’s main fear gauge, the CBOE Volatility Index ($VIX) is tied to the S&P 500 Index ($SPX), QQQ and SPY are more in sync now than ever.

Adobe (ADBE) shareholders should circle Thursday, Sept. 10, on their calendars. The company will release its third-quarter fiscal 2026 results after the market closes that day, followed by a conference call with investors from 2 p.m. to 3 p.m. Pacific Time. This report arrives at a pivotal moment for one of the software industry’s most closely watched names. Adobe heads into the report with considerable operational momentum.

Dell Technologies (DELL) stock spiked almost $100 this week after its Sept. 1 Q2 earnings release, following strong earnings and free cash flow (FCF) performance. But it's near my prior FCF-based price target ($525.71) from a month ago. Moreover, analysts' PTs are only slightly higher (+7.6%). As a result, instead of buying DELL stock here, shorting out-of-the-money options may be a better play.

Costco (COST) shoppers kept spending through the last weeks of summer, and the numbers back it up. The warehouse giant posted another month of strong sales growth, giving investors plenty of reasons to watch Costco stock heading into Q4 2026. The retailer's August results, covering the four weeks from Aug. 3 through Aug. 30, showed broad strength across regions and categories.