Wednesday, September 16, 2026

Equities closed lower on Tuesday: SPY fell 0.46% to $757.39 and QQQ lost 0.65% to $704.54. The 523-stock Buildout universe was marginally weaker than the broad tape, with 196 advancers, 319 decliners and 8 unchanged names for an average move of -0.50%, a four-basis-point underperformance versus SPY. Silicon design was the best segment at +0.32%, while operators lagged at -2.63%. SWKS (Skyworks Solutions, Inc.) was the standout gainer at +13.6%, and RFIL (RF Industries, Ltd.) was the largest decliner at -9.3%.

CoreWeave signed a 15-year anchor lease at the Niagara Falls AI campus. The release out this morning states that Blockfusion signed a 15-year anchor lease with CRWV (CoreWeave, Inc. Class A Common Stock) at the Niagara Falls AI Campus. Long-duration capacity commitments are a direct signal that the company expects sustained GPU and AI workload demand.

Astera Labs expanded its Leo smart memory controller family. ALAB (Astera Labs, Inc. Common Stock) said it bolstered its Leo Smart Memory Controller family for agentic AI and general-purpose cloud workloads. The expansion extends ALAB's controller portfolio for AI and cloud workloads.

AMD announced a RISC-V datacenter software collaboration for ROCm. AMD (Advanced Micro Devices, Inc.) is optimizing its ROCm stack for RISC-V datacenter servers, broadening the host CPU options for AMD accelerators. The effort matters because ROCm is the software layer that determines how well AMD GPUs scale outside traditional x86 server environments; broader host support could make AMD-based AI infrastructure easier to deploy in custom and sovereign datacenter builds.

On the company side, we are watching whether the CoreWeave Niagara Falls anchor lease translates into follow-on site work, and whether ALAB's Leo controllers move from product announcements to customer qualifications.

On the company side, CHRN (ChronoScale Corporation) reports 2026-09-21 and is a top-1 by importance (45). Watch for its report on that date.