Dow, S&P 500, Nasdaq Futures Fall As US-Iran War Escalates, Inflation Jitters Return

🖥️ Dell Shares Gain After Strong AI Server Demand Boosts Annual Forecast

Dell Technologies shares climbed nearly 10% in premarket trading on Wednesday after strong demand for its AI-optimized servers prompted the company to raise its annual revenue and profit forecasts.

AI infrastructure companies continue to benefit from rising demand as technology firms and hyperscalers increase data center investments to support large language models and other AI applications.

Dell reported a record $60 billion in orders and a $95 billion backlog during the quarter.

Dell’s servers, powered by Nvidia chips, are used by customers including AI cloud providers Nscale and CoreWeave to build computing clusters for training and running AI models. Reuters reports.

🤖 Amber Premium Transforms Into AMBR, Focuses on Specialized AI Agents

Amber International Holding Limited (Nasdaq: AMBR), previously operating under the Amber Premium brand, announced a business transformation under the new name AMBR.

The company will focus on developing specialized AI agents for finance, enterprise, and growth.

AMBR also launched Ambre, its flagship AI agent for personal finance, and made MIA, its marketing AI agent, available to enterprise clients.

Shares surged in premarket trading following the announcement. PRNewswire reports.

💻 GitLab Stock Soars 21% After Earnings

GitLab shares surged 21% on Wednesday after the company reported better-than-expected second-quarter earnings.

Despite the strong results, investors may want to remain cautious about chasing the rally. Barrons reports.

🗄️ MongoDB Shares Tumble Despite Strong Earnings As Atlas Growth Disappoints Investors

MongoDB shares fell 13% in premarket trading on Wednesday after the company reported that its Atlas service grew at the same rate for the fifth consecutive quarter.

Atlas, MongoDB’s multi-cloud database service, grew 29%, beating the company’s 26% guidance but falling short of some investors’ expectations for 30% growth.

MongoDB reported second-quarter revenue of $771.8 million, up 30% year over year and above analysts’ expectations of $735 million. MarketWatch reports.

🏗️ AI Capital Expenditure Forecast To Exceed Cost Of Building U.S. And U.K. Railways And The Internet

PwC forecasts global AI-related capital expenditure to reach nearly $32 trillion between 2026 and 2050 as technology companies accelerate the build-out of AI infrastructure.

The firm projects global data center spending of $31.6 trillion over the period, with potential upside to $50 trillion if AI adoption accelerates.

According to PwC, AI infrastructure stands out because its investment cycle resets every four to six years. The projected spending is expected to exceed the inflation-adjusted combined cost of building railways in the U.S. and the U.K., along with the internet. MarketWatch reports.

(All pricing and percent gains are based on Early Pre-Market from 4:00 AM to 7:00 AM ET). Stock Analysis reports.

1) CANF: Can-Fite BioPharma Ltd.

Total gain: +1.010 (30.70%)

2) JLHL: Julong Holding Limited

Total gain: +1.43 (25.44%)

3) VIVK: Vivakor, Inc.

Total gain: +0.1927 (24.58%)

4) GTLB: GitLab Inc.

Total gain: +8.95 (19.85%)

5) UPC: Universe Pharmaceuticals INC

Total gain: +0.490 (11.48%)

The closing price of the top three market percent gainers trading near or above $3 on Sep 1.

(All pricing and percent gains are based on regular market trading hours from 9:30 AM to 4:00 PM ET)
Stock Analysis reports.

1) BIAF: bioAffinity Technologies, Inc.

Total gain: +2.03 (44.52%)

The company announced that it is advancing the potential application of its CyPath® Lung test for surveillance of lung cancer patients who have completed curative-intent treatment. Lung cancer recurrence remains a significant clinical challenge. According to the American Cancer Society, more than 680,000 Americans were living with a prior lung cancer diagnosis as of January 1, 2025.1 The National Cancer Institute estimates that another 230,000 patients will be diagnosed with lung cancer in 2026. BusinessWire reports. 

2) RDAC: Rising Dragon Acquisition Corp.

Total gain: +1.89 (41.45%)

The stock appeared to be moving on no notable news.

3) SWVL: Swvl Holdings Corp.

Total gain: +0.920 (31.62%)

The company announced that it has secured a working capital facility with Zelo, the company's first such facility in the United Arab Emirates ("UAE"). The facility provides Swvl with dedicated liquidity to fund and accelerate the launch of new enterprise accounts in its UAE pipeline, building on the market's rapid growth since the Company's relaunch. GlobeNewswire reports.

Estimate and Actual numbers represent Earnings Per Share in US Dollars.

YSG
Yatsen Holding

Q2 2026

Before Market Open

Estimate: N/A

Actual: -0.160

FIVE
Five Below

Q2 2026

After Market Close

Estimate: 1.160

Actual: N/A

DAKT
Daktronics

Q1 2026

Before Market Open

Estimate: 0.350

Actual: N/A

“Investment success doesn’t come primarily from ‘buying good things,’ but rather from ‘buying things well.’”

— Howard Marks

Sourced in: The Realist’s Creed, Oaktree Capital memo (May 31, 2002)

TradeZero America, Inc., a United States broker dealer, registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC); TradeZero, Inc., a Bahamian broker dealer, registered with the Securities Commission of the Bahamas ; TradeZero Canada Securities ULC, a Canadian broker dealer, member firm of Canadian Investment Regulatory Organization (CIRO) and member of the Canadian Investor Protection Fund (CIPF); and TradeZero Europe B.V., a Dutch broker dealer, authorized and regulated by the Dutch Authority for the Financial Markets (AFM) (collectively, the “TradeZero Broker Dealers”).

TradeZero Broker Dealers offer self-directed electronic securities trading to their customers. TradeZero Broker Dealers do not provide financial or trading advice and do not make investment recommendations to their customers. This communication does not constitute an offer to sell or a solicitation to buy any security or instrument which it may reference.

The information in this newsletter summarizes the latest market activity and related news and are provided for educational purposes only. Any trading symbols displayed are for illustrative purposes only and do not constitute a recommendation by TradeZero to buy, sell, or hold any investment. This material is not intended to provide investment advice or to take into account any individual’s financial condition, investment objectives, or requirements.

Investing involves risk, including the possible loss of principal.

There is a risk of loss in online trading of securities including equities and options. Trading on margin is for experienced investors whereby the loss can be greater than your initial investment. Likewise, short selling as a securities trading strategy is extremely risky and can lead to potentially unlimited losses.

Options trading is not suitable for all investors as it can involve risk that may expose investors to significant losses. Please read the Characteristics and Risks of Standardized Options, also known as the Options Disclosure Document (ODD) at OCC.

Stocks experiencing significant price volatility may involve substantial risk. Past performance is no guarantee of future results.

Any trading strategies discussed are for educational purposes only and should not be construed as investment advice or a recommendation.

Certain information herein has been obtained from third-party sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. The views and opinions expressed are those of the author and do not necessarily reflect the views or opinions of TradeZero, its affiliates, or employees.

If you have any specific questions about TradeZero's brokerage services, please reach out to the TradeZero Broker Dealer servicing your jurisdiction.

Copyright © TradeZero 2026. All rights reserved.