AI Infrastructure, Space Economy and Precious Metals Lead Today's Stock Gainers · Sep 2, 2026

Which US stocks moved most on September 2, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 765.20 ▼ −0.1% - Nasdaq 100 (QQQ) 709.24 ▼ −0.3% - Russell 2000 (IWM) 294.02 ▼ −1.6% - Dow (DIA) 530.65 ▼ −0.7%

2. Biggest movers, grouped by what drove them

🤖 AI Infrastructure — GitLab surged on Q2 earnings beat driven by AI-agentic offerings and strong sales productivity. - VRNS +10.4% — Varonis Systems, Inc. - GTLB +10.0% — GitLab Inc. 🛰️ Space Economy — AST SpaceMobile rallied after Berenberg initiated coverage with a Buy rating and $92 price target, citing a $1 trillion space economy opportunity. - ASTS +11.8% — AST SpaceMobile, Inc. ⛏️ Precious Metals — Coeur Mining and Hecla Mining jumped on a Treasury buyback plan that ignited a precious metals rally. - HL +8.7% — Hecla Mining Company - CDE +6.1% — Coeur Mining, Inc. 💳 Fintech — Nu Holdings gained after reporting its first billion-dollar quarter with strong earnings performance. - NU +6.5% — Nu Holdings Ltd. - AFRM +5.9% — Affirm Holdings, Inc. - XYZ +5.9% — Block, Inc. - SOFI +4.6% — SoFi Technologies, Inc. - PYPL +4.3% — PayPal Holdings, Inc. ⚡ Energy & Defense — IREN advanced on a clearer path to Texas power expansion with transmission approval, while Ondas gained on record backlog and updated guidance. - ONDS +8.1% — Ondas Inc. - IREN +7.6% — IREN Limited 🔋 Energy Storage — No news attached — a flow move, not a catalyst. - EOSE +18.7% — Eos Energy Enterprises, Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - BIAF +48.0% — bioAffinity Technologies, Inc. - GPRO +37.4% — GoPro, Inc. - CNH +9.4% — CNH Industrial N.V. - SGI +6.6% — Somnigroup International Inc. - SWKS +6.3% — Skyworks Solutions, Inc. - TTD +5.6% — The Trade Desk, Inc. - BBY +5.3% — Best Buy Co., Inc.

3. What drove the upside

- GitLab tops second-quarter estimates on AI-driven demand - Berenberg launches space coverage, initiates 4 stocks with Buy ratings - Hecla Mining and Coeur Mining Spike 13% as Treasury Buyback Plan Ignites Precious Metals Rally - Nubank’s (NU) First Billion-Dollar Quarter Comes With New Questions

4. What weighed on it

- PCG −5.2% — PG&E Corporation - EIX −6.2% — Edison International - One group moved with no news attached — flow, not a catalyst.

5. How this was built

Warrants and leveraged ETFs were removed before grouping — they crowd out the underlying names they track. 50 tickers survived that filter. Every number here comes from market data. The theme names and the one-line explanations are written from the day's headlines — where a group moved with no headline behind it, we say so rather than inventing a reason. This is an observation of what moved, not advice and not a recommendation. This tells you where attention went today; it does not tell you what happens next.