MarketNeon Market Brief — September 1, 2026
PS leads unusual movers at -10.55%; Energy leads sector rotation
- PS -10.55% · 0.58× RVOL
- HTOO +10.34% · 0.57× RVOL
- CRWD -7.54% · 1.08× RVOL
- DJT -7.46% · 1.08× RVOL
- Energy leads sectors +1.95%
Vs yesterday
Sector rotation shift
New leaders: Health Care, Communication Services
New laggers: Information Technology
- Information Technology — +0.15% → -2.93% (-3.08 pp)
- Financials — -0.52% → -2.90% (-2.38 pp)
- Industrials — +0.54% → -1.28% (-1.82 pp)
- Consumer Discretionary — -1.49% → -2.68% (-1.19 pp)
- Communication Services — -0.94% → -1.85% (-0.91 pp)
Unusual movers
New today (4): PS, CRWD, DJT, AXTI
Dropped off (4): DPRO, EIX, BCHPY, VCX
Five unusual movers
| Symbol | Change | RVOL | Why unusual | News & social |
|---|---|---|---|---|
| PS | -10.55% | 0.58× | large session move · Reddit mentions +100% | Crawl pipeline: crawl stage (Quiet up +2.17%) · Reddit mentions +100% |
| HTOO | +10.34% | 0.57× | large session move | Crawl pipeline: crawl stage (Already moving +10.34%) |
| CRWD | -7.54% | 1.08× | large session move · Reddit mentions -56% | Yahoo: Why Is CrowdStrike (CRWD) Building An AI Cyber Lab And New Defense Tools? (Sep 1, 8:08 PM ET) Reddit mentions -56% |
| DJT | -7.46% | 1.08× | large session move · Reddit mentions +75% | Crawl pipeline: crawl stage (Quiet up +1.50%) · Reddit mentions +75% |
| AXTI | -7.38% | 1.14× | large session move · Reddit mentions +100% | Crawl pipeline: crawl stage (Quiet up +3.43%) · Reddit mentions +100% · SeekingAlpha: AXT: Our Most Obvious Sell In Small-Cap Semis |
Social-attention spikes
| Symbol | Mentions | Δ 24h | Velocity | Price | Reddit & news |
|---|---|---|---|---|---|
| DELL | 110 | +105 | 2100% | +2.19% | Yahoo: Dow Jones Futures Fall, Oil Prices Keep Rising; Dell, Credo, Palo Alto Are Earnings Movers Late (Sep 1, 11:19 PM ET) Reddit mentions +2100% |
| ASTS | 72 | +58 | 414% | -5.69% | Crawl pipeline: walk stage (Quiet up +1.86%) · Reddit mentions +414% · SeekingAlpha: AST SpaceMobile: Q2 Was The Most Bullish Call But Overshadowed By Possible Manufacturing Delays |
| AAPL | 85 | +54 | 174% | +2.56% | Yahoo: S&P 500, Dow, Nasdaq Futures Flat After Indices End Lower On US-Iran Stalemate — DELL, PANW, FRVO, AAPL, TTWO In Focus (Sep 1, 9:01 PM ET) Reddit mentions +174% |
| AVGO | 78 | +51 | 189% | — | Crawl pipeline: walk stage (Quiet up +0.40%) · Reddit mentions +189% |
| META | 82 | +38 | 86% | +1.09% | Yahoo: Oklo Sinks 5% as PJM Pulls Its Meta-Backed Ohio Project, NuScale Power Barely Budges (Sep 1, 2:57 PM ET) Reddit mentions +86% |
Headline catalysts
- DELL · Yahoo: Dow Jones Futures Fall, Oil Prices Keep Rising; Dell, Credo, Palo Alto Are Earnings Movers Late
- DELL · Yahoo: Dell Technologies Q2 Earnings Call Highlights
- AAPL · Yahoo: S&P 500, Dow, Nasdaq Futures Flat After Indices End Lower On US-Iran Stalemate — DELL, PANW, FRVO, AAPL, TTWO In Focus
- CRWD · Yahoo: Why Is CrowdStrike (CRWD) Building An AI Cyber Lab And New Defense Tools?
- META · Yahoo: Oklo Sinks 5% as PJM Pulls Its Meta-Backed Ohio Project, NuScale Power Barely Budges
Sector rotation
Leading sectors
- Energy — avg +1.95% · 8 names · breadth 88%
- Health Care — avg +0.04% · 9 names · breadth 56%
- Industrials — avg -1.28% · 19 names · breadth 21%
- Communication Services — avg -1.85% · 7 names · breadth 14%
Lagging sectors
- Information Technology — avg -2.93% · 44 names · breadth 9%
- Financials — avg -2.90% · 11 names · breadth 9%
- Consumer Discretionary — avg -2.68% · 22 names · breadth 5%
Sector
Change
Avg
Breadth
Energy
+1.95%
88% adv
Health Care
+0.04%
56% adv
Industrials
-1.28%
21% adv
Communication Services
-1.85%
14% adv
Consumer Discretionary
-2.68%
5% adv
Financials
-2.90%
9% adv
Information Technology
-2.93%
9% adv
Upcoming earnings
| Symbol | Date | Timing | EPS est. |
|---|---|---|---|
| CHPT | 2026-09-01 | — | -0.8609 |
| CRDO | 2026-09-01 | amc | 1.1874 |
| CRM | 2026-09-01 | amc | 3.3057 |
| DELL | 2026-09-01 | amc | 5.012 |
| MDT | 2026-09-01 | bmo | 1.4017 |
| NIO | 2026-09-01 | bmo | -0.2124 |
| PANW | 2026-09-01 | amc | 0.9959 |
| PSNY | 2026-09-01 | — | -1.8462 |
Data sources
quotes: alpaca, twelvedata · social: ApeWisdom / Reddit · news: Finnhub company news · earnings: D1 earnings_reports, Finnhub · sectors: ticker-enrichment.csv, quote_history · signals: quiet_watch, crawl_pipeline, dynamic_watchlist, buzz_scan
Figures reflect MarketNeon scanner coverage at generation time. Not investment advice.