Thursday's big stock stories: What's likely to move the market in the next trading session

* Data center stocks rebound in August after earlier pullbacks * Key earnings from Applied Materials, SK Hynix, Cerebras, StubHub, Cisco * Apple opens new Texas plant; Schwab, US Bancorp, Palo Alto hit records Data center stocks like Vertiv, Iron Mountain, Equinix, and ETFs (IDGT, DTCR, SRVR) fell 5-24% from highs but are up 4-20% in August. Earnings: Applied Materials after the bell; SK Hynix special report; Cerebras missed revenue, down 16%; StubHub missed EPS, down 13%; Cisco beat estimates, down 4%. Apple opens Houston plant; Schwab, US Bancorp, Palo Alto Networks hit all-time highs.