Dow, S&P 500, Nasdaq Futures Fall as Anthropic's AI Warning Spooks Tech Traders, Oil Prices Jump

🏭 Department of War Makes Landmark $450 Million Committed Investment in The Elmet Group; Stock Soars in Pre-Market

The Elmet Group Co., a U.S.-based provider of critical materials, precision-engineered components, and advanced high-energy systems, today announced a $450 million committed investment from the United States Department of War (“DoW”) to accelerate ELMT’s U.S. manufacturing capabilities and expand agreements with key supply chain partners.

The investment will be used to increase domestic tungsten manufacturing, secure long-term access to critical raw materials, and strengthen mining and processing capacity. This includes an anticipated investment of more than $165 million in ELMT’s operations in Maine, Michigan, and Ohio, which manufacture and process tungsten, molybdenum, and other advanced materials and components.

The funding will also support ELMT’s investments in mining and processing operations in the United States, Australia, and Spain, helping to establish a resilient supply chain. To support these efforts, ELMT will launch Elmet Refining & Trading (“ERT”), a new division responsible for coordinating sourcing, processing, and material delivery across the Company’s expanding global network. GlobeNewswire reports.

⛏️ Blue Moon Announces $150–$175 Million Investment Into Springer Tungsten Complex; Stock Rises in Pre-Market

Blue Moon Metals Inc., The Elmet Group Co. (NASDAQ: ELMT), and EQ Resources Limited (ASX: EQR) announced a binding agreement related to a planned US$150–$175 million investment in Blue Moon’s Springer Tungsten Complex in Nevada. The transactions are intended to support the redevelopment of the project and strengthen the U.S. tungsten supply chain.

Springer was historically one of the largest tungsten mines in the United States and includes open-pit and underground mines, a 1,200-ton-per-day mill, and an ammonium paratungstate plant. The project is permitted for construction, with Nevada approving its bonding requirements in August 2026. Blue Moon also recently acquired additional water rights and land providing access to the Union Pacific rail line, supporting the site’s planned redevelopment. PRNewswire reports.

🧬 Why Scholar Rock Shares Are Trading Higher by Around 12%

Shares of Scholar Rock Holding Corp. (NASDAQ: SRRK) rose sharply in pre-market trading after the company announced FDA approval of ISEMBYLD (apitegromab-mstn), the first and only muscle-targeted treatment for children and adults with spinal muscular atrophy (SMA).

Scholar Rock shares jumped 11.9% to $62.00 in pre-market trading. Benzinga reports.

🖥️ Why Is Hewlett Packard Stock Falling Monday?

Hewlett Packard Enterprise Company stock fell about 6% in Monday’s pre-market session as investors pulled back from technology and other higher-risk stocks. Nasdaq futures dropped 1.65%, while S&P 500 futures fell 0.75%.

HPE joined a broader selloff in AI-linked technology stocks as investors reassessed the outlook for AI infrastructure spending. The Financial Times reported that calls to slow AI development over safety concerns have raised questions about future capital spending.

The debate is particularly relevant for HPE because the company sells AI servers, networking products, and other data center infrastructure. The decline also follows a strong 12-month rally that pushed HPE near its 52-week high, leaving the stock more exposed to profit-taking as investors reduce risk. Benzinga reports.

🛢️ Oil Gains on Middle East Supply Fears, AI Warnings Rattle Tech Firms

Oil prices jumped on Monday as Saudi Arabia closed a key pipeline amid the Middle East war, fueling concerns about higher inflation that could push the US Federal Reserve to raise interest rates this week.

Crude futures began the week with gains of around 3%, while average US diesel prices also climbed, reaching a new record high above $6.00 per gallon.

Expectations for a Fed rate hike at Wednesday’s policy meeting compounded a fresh selloff in technology stocks across Asia while helping strengthen the dollar.

European stock markets were mostly lower around midday, although London advanced, supported by gains in heavyweight oil companies Shell and BP and its relatively limited exposure to the technology sector. Yahoo Finance 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) ELMT: The Elmet Group Co.

Total gain: +46.94%

2) SCNI: Scinai Immunotherapeutics Ltd.

Total gain: +44.58%

3) BMM: Blue Moon Metals Inc.

Total gain: +20.26%

4) DFTX: Definium Therapeutics, Inc.

Total gain: +19.44%

5) MLEC: Moolec Science SA

Total gain: +14.37%

The closing price of the top three market percent gainers trading near or above $2 on Sep 11.

(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) MKDW: MKDWELL Tech Inc.

Total gain: +51.96%

The stock appeared to be moving on no notable news.

2) ACVA: ACV Auctions Inc.

Total gain: +44.18%

The company announces that it is investigating potential claims against the Board of Directors of ACV Auctions Inc. ("ACV" or the "Company") (NYSE: ACVA) for possible breaches of fiduciary duty and other violations of federal and state law in connection with the sale of the Company to Copart, Inc. (NASDAQ: CPRT) for $10.50 per share in cash, representing an implied equity value of approximately $1.9 billion. Newsfilecorp reports.

3) FEIM: Frequency Electronics, Inc.

Total gain: +42.40%

The company announced its financial results for the first quarter of fiscal year 2027. FEI President and CEO, Tom McClelland, commented, “I am very pleased to report first quarter revenue of $23.5 million, an all-time record for FEI, up 70% year-over-year and up 52% sequentially. As we told you on our fourth quarter 2026 earnings call in July, we expect to return to growth starting in this current fiscal 2027, and this first quarter is a strong proof point of that. Further, this performance gives us increasing confidence in our ability to meet or exceed the $150 million or more in annual revenue that we previously guided to by Fiscal 2029, which ends April 30, 2029. GlobeNewswire reports.

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

BIOX

Bioceres Crop Solutions

Q4 2026

After Market Close

Estimate: -0.060

Actual: N/A

RLGT

Radiant Logistics
Q4 2026

After Market Close

Estimate: 0.090
Actual: N/A

CSHR

CoinShares

H1 2026

Before Market Open

Estimate: N/A

Actual: N/A

Time (ET) / Report / Period

• No events scheduled.

“We can’t expect high returns when the market doesn’t offer them.”

— Howard Marks

Sourced in Oaktree Capital

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