[POLL>>🪙] 💰 10 U.S. Stocks Hit New Highs: AMD, CRWD, NET, VLO, MPC,...
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The U.S. stock market's fresh-high list is once again being driven by several distinct themes — from the AI infrastructure boom and cybersecurity spending to refining margins and resilient healthcare demand.
This week's list includes 10 U.S.-listed stocks with market caps above $10 billion that have reached fresh highs, spanning technology, energy, healthcare and financials. While AI remains a major driver, the breadth of the list shows that the rally is extending beyond the technology sector.
The top 10 tickers leading this cohort - $Advanced Micro Devices(AMD)$, $CrowdStrike Holdings, Inc.(CRWD)$, $Cloudflare, Inc.(NET)$, $Bank of Nova Scotia(BNS)$, $Valero(VLO)$, $Marathon Petroleum(MPC)$, $Natera(NTRA)$, $Quest Diagnostics(DGX)$, $F5 Inc(FFIV)$, $Rubrik Inc.(RBRK)$
🧭 Key Market Drivers
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AI Infrastructure and Compute Remain at the Center: AMD briefly surpassed a $1 trillion market cap for the first time on September 21, while Cloudflare continues to benefit from the shift toward AI agents and F5 sees sustained demand for application security and delivery infrastructure.
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Cybersecurity and Data Resilience Gain Momentum: CrowdStrike delivered record net-new ARR growth of 51% YoY, while Rubrik swung to a surprise quarterly profit as enterprises increase spending on cybersecurity and data protection amid rising AI-related risks.
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Refining Margins Surge Amid Middle East Supply Risks: Valero and Marathon Petroleum have benefited from tighter global refined-product supply as disruptions around the Strait of Hormuz push refining margins higher.
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Healthcare and Financials Add Breadth to the Rally: Natera and Quest Diagnostics are seeing stronger testing volumes and higher guidance, while Bank of Nova Scotia delivered record quarterly profit and surpassed its 14% return-on-equity target ahead of schedule.
Core Business:
Designs CPUs, GPUs, Instinct AI accelerators and EPYC server processors for data centers, PCs and AI workloads.
Latest Developments:
AMD shares surged as much as 10% to $615.52 on September 21, briefly pushing the company's market capitalization above $1 trillion for the first time. The move came amid a broader semiconductor rally linked to optimism around Meta's newly launched AI agent, "Muse." AMD is also one of Meta's major chip suppliers.
Financial Highlights:
Q2 2026 revenue reached $11.54 billion, up 50% YoY, while non-GAAP EPS of $1.66 beat the $1.62 consensus estimate. Data Center revenue more than doubled to $6.7 billion, up 107% YoY and accounting for 58% of total sales. Q3 revenue guidance of approximately $13 billion topped the $12.5 billion Street estimate.
Price Target Outlook:
Piper Sandler reiterated an Overweight rating with a $600 price target on September 21. Stifel reiterated Buy with a $635 target, citing confidence in AMD's server CPU business.
Core Business:
Provides cloud-native cybersecurity through its Falcon platform, covering endpoint protection, identity security and AI-driven threat detection.
Latest Developments:
CrowdStrike completed a 4-for-1 stock split in July 2026. On August 26, the company reported fiscal Q2 2027 results and raised its full-year net-new ARR growth guidance by 630 basis points to 34% at the midpoint.
Financial Highlights:
Revenue reached $1.47 billion, up 26% YoY, while non-GAAP EPS of $0.31 beat the $0.29 consensus. Net-new ARR hit a record $333 million, up 51% YoY, while ending ARR reached $5.84 billion, up 25%.
Price Target Outlook:
Capital One Financial raised its Q2 FY2027 EPS estimate and assigned an Overweight rating with a $519 price objective on September 17.
Core Business:
Provides a connectivity cloud spanning content delivery, DDoS protection, zero-trust security and the Workers developer platform.
Latest Developments:
Cloudflare reported Q2 2026 results on August 6 and raised full-year guidance, pointing to accelerating demand as the web shifts toward AI answer engines and agent-driven commerce. For the first time, more than half of Cloudflare's network traffic was non-human.
Financial Highlights:
Q2 revenue reached $696.1 million, up 36% YoY and above the $664.7 million estimate. Non-GAAP EPS of $0.29 beat the $0.27 consensus. Full-year revenue guidance was raised to $2.864–$2.870 billion, with EPS guidance of $1.25–$1.26.
Price Target Outlook:
Citi raised its price target to $400 from $265 while maintaining a Buy rating following the Q2 results. Bank of America also raised its target to $380 from $330.
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BNS — The Bank of Nova Scotia
Core Business:
Canadian multinational bank operating across Canadian Banking, International Banking, Global Wealth Management, and Global Banking and Markets.
Latest Developments:
Scotiabank reported record quarterly net income of C$2.95 billion on August 25, with return on equity reaching 14.1% and surpassing its 14% medium-term target a year ahead of schedule.
Financial Highlights:
Q3 2026 net income rose 17% YoY to C$2.95 billion. Diluted EPS increased to C$2.27 from C$1.84 a year earlier, while adjusted EPS rose to C$2.28 from C$1.88. Revenue reached C$10.54 billion, compared with C$9.49 billion a year earlier.
Price Target Outlook:
Bank of America Securities analyst Ebrahim Poonawala maintained a Hold rating with a C$127 price target on June 22.
Core Business:
Refines and markets petroleum-based transportation fuels, with additional renewable diesel and ethanol operations.
Latest Developments:
Valero reported Q2 2026 results on July 30, with refining margins surging amid tighter global fuel supply linked to disruptions around the Strait of Hormuz.
Financial Highlights:
Net income jumped to $3.7 billion, or $12.62 per share, compared with $714 million, or $2.28 per share, a year earlier. Refining segment operating income surged to $4.5 billion from $1.3 billion.
Price Target Outlook:
Goldman Sachs analyst Neil Mehta reiterated Buy with a $357 price target on July 22. Wells Fargo maintained Buy with a $356 target on July 31.
Core Business:
Operates the largest U.S. refining system and markets fuel through Marathon-branded retail locations, while holding a majority stake in midstream operator MPLX.
Latest Developments:
Marathon Petroleum reported Q2 2026 results on August 4, with shares benefiting as prolonged Strait of Hormuz disruptions pushed refining margins sharply higher.
Financial Highlights:
Net income attributable to MPC jumped 347.7% YoY, with EPS reaching $17.73 versus the $14.27 consensus. Revenue climbed 53.5% to $52.34 billion, while adjusted EBITDA more than doubled to $8.46 billion from $3.29 billion.
Price Target Outlook:
TD Cowen raised its price target to $375 from $357 on August 5 while maintaining Buy. Goldman Sachs maintained Buy with a $376 target.
Core Business:
Develops cell-free DNA genetic testing across women's health, oncology and organ health, including Signatera and Prospera.
Latest Developments:
Natera reported Q2 2026 results on August 6, processing more than one million tests for the second consecutive quarter. Oncology volumes reached record growth levels.
Financial Highlights:
Revenue reached $752.8 million, up 37.7% YoY, while oncology test volume increased 57.2% to approximately 296,700 tests. Natera raised FY2026 revenue guidance by $100 million at the midpoint to $2.85–$2.91 billion.
Price Target Outlook:
Citi raised its price target to $365 from $315 while maintaining Buy, citing continued momentum in Signatera following the Q2 report.
Core Business:
Provides diagnostic testing and laboratory services that support clinical decision-making for patients and physicians.
Latest Developments:
Quest Diagnostics reported Q2 2026 results on July 23, with shares reaching a new 52-week high as requisition volume increased 13.1% YoY, supported by hospital partnerships including Corewell Health.
Financial Highlights:
Adjusted EPS came in at $3.12, beating the $2.82 consensus, while revenue reached $3.04 billion, up 10.2% YoY. Quest raised FY2026 guidance to $11.05–$11.25 in adjusted EPS and $11.95–$12.05 billion in revenue.
Price Target Outlook:
Mizuho raised its price target to $260 from $235 while maintaining Outperform on July 24. Morgan Stanley maintained Buy with a $260 target.
Core Business:
Provides multicloud application security and delivery solutions, including load balancing, traffic management and DDoS protection.
Latest Developments:
F5 reported fiscal Q3 2026 results on July 27, marking its eighth consecutive quarter of double-digit product revenue growth. Growth was supported by demand for cybersecurity, secure networking and AI-related infrastructure.
Financial Highlights:
Adjusted EPS reached $4.73, beating the $4.00 consensus, while revenue rose 10.9% YoY to $865.1 million. F5 raised FY2026 EPS guidance to $17.21–$17.33, above the previous $15.75 consensus.
Price Target Outlook:
JPMorgan raised its price target to $515 from $500 while maintaining Overweight on July 28. Morgan Stanley raised its target to $415 from $380.
Core Business:
Provides a data security and cyber-resilience platform designed to help enterprises recover from ransomware and manage data risks associated with AI adoption.
Latest Developments:
Rubrik reported quarterly results on August 26, swinging to a surprise profit as CEO Bipul Sinha highlighted the company's expansion toward a broader "mission control" platform for AI enterprises.
Financial Highlights:
EPS came in at $0.16, beating the projected loss of $0.03, while revenue reached $387.07 million, up 39% YoY.
Price Target Outlook:
Mizuho raised its price target to $112 from $90 while maintaining Outperform on August 19. Rosenblatt Securities raised its target to $105 from $95 while maintaining Buy on August 26.
🐯 Tiger Coins Interaction
Ten U.S. stocks are hitting fresh highs — but which theme is driving the most interesting part of the rally?
A. AI Compute & Infrastructure — AMD, NET, FFIV
B. Cybersecurity & Data Resilience — CRWD, RBRK
C. Energy & Refining — VLO, MPC
D. Healthcare & Financials — NTRA, DGX, BNS
💬 Vote below and tell us which ONE stock from this list is on your watchlist — and why.
What do you think is driving this week's fresh highs?
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The deeper story here is that AI doesn’t just create demand for more compute; it also expands the attack surface and increases the value of protecting data. That makes cybersecurity less of a “side trade” to AI and more of an infrastructure layer supporting its adoption.
CRWD stands out because its record $333M net-new ARR, up 51% YoY, points to strong enterprise demand. RBRK offers a different angle: as companies deploy more AI, data recovery and cyber resilience become increasingly important.
What makes this theme interesting is its potential durability. Compute spending can be cyclical, but once AI becomes embedded in business operations, security and data protection become increasingly difficult to cut.
For me, the key question is no longer simply “Who sells the GPUs?” It is “Who protects the AI ecosystem being built on top of them?”
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That said, I do not think this rally is purely about AI. CRWD and RBRK highlight rising cybersecurity demand, while VLO and MPC benefit from different energy and refining catalysts. I like seeing broader market participation rather than relying on one single theme.
If I had to choose one from this list, I would put $Advanced Micro Devices(AMD)$ on my watchlist. I would not chase new highs, though. I prefer collecting quality companies gradually on meaningful pullbacks and letting the long-term fundamentals play out.
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如果只能挑一个观察标的，我会更关注 Cloudflare（NET）。
原因是它现在吃到的不是单一“AI算力”逻辑，而是：
AI Agent流量增长 + 网络安全 + 边缘计算 + 应用交付。
如果未来越来越多AI Agent主动访问网站、调用API、执行任务，那么网络流量结构会发生变化，企业需要解决的就不只是“服务器够不够”，而是：
怎么识别AI流量、怎么保证安全、怎么控制成本、怎么让应用稳定运行。
这也是我觉得NET比单纯“再卖更多GPU”更有二阶逻辑的地方。
不过我也会看三个验证点：
收入增速能不能维持；
大客户支出有没有继续扩大；
AI相关流量最终能不能转化成更高自由现金流。
因为新高本身不是买入理由。
真正值得持续跟踪的是：
股价创新高之后，盈利预期是不是也在同步创新高。
所以我对这轮行情的理解是：
AI仍然是主线，但市场开始从“谁生产算力”扩散到“谁保护、连接、管理这些算力”。
AI demand still looks like the strongest structural driver behind this rally. I’m watching whether earnings and actual AI spending can keep validating these fresh highs. If fundamentals follow price, there may still be more runway. 📈
B — Cybersecurity & Data Resilience.
Why?
AI is growing fast, but it also creates more cyber risks.
CRWD has strong ARR growth and rising customer demand.
RBRK is growing quickly and focuses on data protection and ransomware recovery.
AI agents and companies using more AI will need more security and data protection.
A (AI) is also very strong, especially AMD, but valuations are already high after the big rally.
C (Energy) can benefit from oil-supply problems, but this may be more cyclical and temporary.
D (Healthcare/Financials) looks more defensive, with steadier growth but less explosive potential.
Bottom line:
For the next 1–3 years, I would watch B: cybersecurity + data resilience closely.
The key is: AI growth → more data → more cyber risk → more security spending.
even though big boss say need to slow down in aI, they have to vest in AI to compete