Sandisk (SNDK) rose 11.90% to $1740.00 on September 4, 2026, as AI-related news and a bullish memory-chip assessment focused attention on NAND demand. This draft examines the day’s move, the limits of that explanation, and the technical levels that could shape the next trading decision.

Nebius (NBIS) rose 7.48% to $226.39 on September 4, 2026 after reported Q2 revenue and EBITDA outperformance sharpened the near-term AI-cloud demand case; this draft examines the completed-session move, sector context, technical levels, and the risks that could change the setup.

Marvell (MRVL) rose 7.05% to close at $223.55 on September 4, 2026, as fresh AI-infrastructure demand signals and a modestly bullish options tone supported the shares. This draft examines the session, the limits of that explanation, and the technical levels traders may watch next.

ASML rose 4.17% to $1714.88 on September 4, 2026, as fresh High-NA EUV deployment progress and evidence of a durable technology gap supported the advanced-chip equipment theme. This draft covers the session, the limits of that explanation, and the levels that frame the next trading decision.

Astera Labs (ALAB) rose 9.75% to $310.40 on September 4, 2026, as AI-infrastructure semiconductor names advanced together. This one-catalyst exception reviews the sector read-through, the technical setup, and the risk points that matter next.

Bloom Energy (BE) rose 7.35% to $252.87 on September 4, 2026, as investors focused on its forthcoming S&P 500 inclusion and the potential for passive-fund demand. This one-catalyst exception reviews the timing caveat, the technical setup, and the levels that matter next.

Oracle is set to report earnings as investors focus on the expansion of its AI cloud business. The company has guided for 27%-29% total revenue growth in fiscal Q1 2027, with cloud revenue expected to rise 58%-64% and quarterly cloud revenue potentially reaching $11.6 billion as the main driver. Remaining performance obligations have surged to $638 billion, underscoring strong demand for AI infrastructure. In fiscal 2026, operating cash flow was $32 billion, but $55.7 billion in capital spending left free cash flow at about -$23.7 billion.

Indian stocks opened lower on Monday as escalating tensions in West Asia pushed Brent crude toward $97 a barrel. Direct U.S. strikes on Iranian oil tankers heightened concerns about potential supply disruptions. Weak Wall Street cues and expectations of higher U.S. interest rates also weighed on sentiment.