Sunday, September 13, 2026

Stocks closed higher Friday with SPY gaining 0.85% to $764.29 and QQQ up 0.87% at $714.88. The 523-company AI infrastructure universe outperformed the broad tape, advancing 369 to 149 with an average move of +1.35%. Servers & compute rose +4.14%, while Other (2) led at +5.11%; power generation was the weakest segment at -1.19%. HPE (Hewlett Packard Enterprise Company) was the standout gainer at +12.4%, while SMR (NuScale Power Corporation) fell 15.7% to lead decliners. No universe names report today; Monday brings RFIL (RF Industries, Ltd.) and CHRN (ChronoScale Corporation).

Oracle’s chairman cancels a planned share sale. ORCL (Oracle Corporation) said Friday that Larry Ellison has canceled a plan to sell Oracle stock. The announcement removes a potential supply overhang on the shares. Oracle has been one of the more active builders of AI cloud capacity, but the filing contains no operational or financial guidance.

Celestica resets its leadership structure. CLS (Celestica Inc.) announced a new leadership structure to support what it calls unprecedented growth. The company provides manufacturing and supply-chain services across compute, networking, and storage equipment. The disclosure is organizational rather than financial.

Centrus signs material agreement. LEU (Centrus Energy Corp.) filed an 8-K disclosing a material agreement and Reg FD materials. Details are limited. Centrus supplies enriched uranium for nuclear reactors, a segment that has drawn attention as data center power demand rises.

No large-cap universe names report during this trading week. The scheduled reports are Monday’s small-cap names.

Two small universe names report Monday. RFIL is expected to post EPS of $0.20. RFIL makes connectors and cable assemblies and could provide an early read on connectivity demand, though it has limited direct AI buildout exposure. CHRN reports Monday with an EPS estimate of -$0.0626; it is a micro-cap name with little read-through to the broader infrastructure stack.