| 1 | | Micron Technology is a top gainer today following the company's announcement of a 50 billion dollar investment to construct two new memory wafer factories in Idaho and a 100 billion dollar industrial park in New York to scale its AI-related production. This company-specific expansion is bolstered by positive sector-wide sentiment after strong earnings from AI infrastructure peers and continued reports of tight supply in the high-bandwidth memory market. The rally underscores investor optimism regarding Micron's long-term capacity growth and its strategic position within the AI hardware ecosystem. | $949.83 | +4.23% | $34.98B | $1.03T |
| 2 | | SanDisk (SNDK) is surging today following its 2026 Investor Day, where management unveiled an ambitious financial framework targeting mid-to-high teens revenue growth and 80 percent gross margins through 2030. The rally is driven by a pledge to return 100 percent of excess cash to shareholders and the introduction of next-generation flash technology optimized for AI data centers. This company-specific catalyst has led to multiple analyst price target hikes and increased trading volume as the market prices in a more sustainable, high-margin growth trajectory. | $1,528.11 | +13.67% | $33.11B | $199.08B |
| 3 | | Several hedge funds adjusted Nvidia holdings: Sands Capital cut 4,026,288 shares and Perseverance trimmed 210,000 shares, while Columbus Hill added 94,500 shares and Gamco added 15,553 shares. | $225.30 | +0.54% | $22.28B | $5.42T |
| 4 | | SpaceX saw a 911M-share lock-up expiration; several large funds markedly increased holdings. Analysts are broadly positive (Moderate Buy, avg 12-month target near $232) and Argus upgraded to Buy ($160). Options flow was bullish; an independent analysis flagged weak near-term fundamentals amid strong growth outlook. | $141.29 | -3.33% | $17.13B | $1.93T |
| 5 | | Sands Capital added 42,379 AAPL shares while Gamco trimmed about 4,031 shares. An AI analyst rates Apple outperform, citing strong profitability and cash flow but warning of near-term supply, cost and FX headwinds, higher operating expenses and a relatively rich valuation. | $305.26 | +1.00% | $12.27B | $4.41T |
| 6 | | Intel is gaining significantly today following the successful completion of a 20 billion dollar upsized stock offering that saw overwhelming investor demand with over 100 billion dollars in orders, signaling strong confidence in the company's AI-driven turnaround. This momentum is further supported by positive analyst sentiment regarding Intel's recent second-quarter results, which featured 25 percent revenue growth and a 59 percent surge in Data Center and AI revenue. Analysts have interpreted the massive capital raise as a bullish signal for funding the company's aggressive foundry expansion and next-generation manufacturing nodes rather than a defensive measure. | $104.56 | +3.58% | $12.26B | $509.19B |
| 7 | | Gamco Investors raised its Tesla stake by 6,650 shares. An AI analyst rates Tesla Neutral, noting solid cash and low leverage but weaker profitability and margins, negative free cash flow, high CapEx and valuation headwinds, alongside delivery, FSD and robotaxi momentum. | $339.96 | +3.80% | $11.66B | $1.29T |
| 8 | | Several institutional investors adjusted Microsoft stakes: Dodge & Cox and Columbus Hill added shares, while Longview, Sands, Gamco and Weitz trimmed holdings. An AI analyst rates Microsoft Outperform, citing Azure/AI momentum and strong margins, but notes valuation and AI capex pressure. | $496.88 | +0.90% | $11.44B | $3.66T |
| 9 | | Nebius Group (NBIS) is moving significantly higher following the release of its second-quarter 2026 financial results, which featured a 454% year-over-year revenue surge to $582.3 million and a shift to a positive adjusted EBITDA of $236.2 million. The rally is further supported by the company raising its contracted power target to 5 gigawatts and announcing four new AI cloud contracts averaging over $1 billion each. This blowout performance, combined with high short interest and bullish analyst price targets, has triggered a sustained breakout as the market revalues the company's rapid expansion in the AI infrastructure sector. | $255.04 | -1.60% | $9.46B | $65.22B |
| 10 | AMDAdvanced Micro Devices | AMD shares are rising today following a significant upward revision from Bank of America, which increased its 2030 server CPU market forecast to 210 billion dollars and named AMD its preferred investment due to the growth of agentic AI. The stock is also gaining momentum from the company announcement of a 5 billion dollar debt offering to fund AI-related expansion and a positive read-through from strong earnings in the broader AI server supply chain. | $483.01 | +0.02% | $9.21B | $788.37B |
| 11 | | Several large funds adjusted Amazon stakes: Dodge & Cox, Baupost and Theleme raised positions while Sands, Columbus Hill, Gamco, Triple Frond and Weitz cut theirs. TipRanks’ AI rates Amazon Outperform for AWS/AI strength and improving profitability, but flags negative free cash flow and higher CapEx. | $265.13 | -0.80% | $8.57B | $2.88T |
| 12 | | Applied Materials is trading significantly lower today primarily due to the company issuing first-quarter revenue guidance with a midpoint of 7.15 billion dollars, which fell short of the 7.22 billion dollar consensus estimate. While the company reported a beat on both earnings and revenue for the fiscal fourth quarter, the cautious outlook for the upcoming period has overshadowed these results and triggered a sell-off. This downward movement is consistent with broader sector trends where investors are reacting to signs of slowing growth in semiconductor equipment spending. | $534.54 | -2.48% | $7.02B | $435.21B |
| 13 | | Cisco Systems shares are falling significantly today after the company's fiscal fourth-quarter earnings report revealed a 210-basis-point contraction in adjusted gross margins to 66.3 percent, overshadowing a beat on both revenue and earnings. Investors are reacting to the high component costs and margin dilution tied to the company's aggressive push into AI infrastructure, which has raised concerns about long-term profitability despite record AI-related orders. This downward move is company-specific, reflecting a market pivot from top-line growth to the narrowing margins associated with Cisco's hardware-heavy AI strategy. | $113.47 | -8.40% | $6.98B | $488.26B |
| 14 | | Several hedge funds adjusted Meta stakes: Dodge & Cox, Causeway and Theleme added shares while Sands, Columbus Hill and Weitz trimmed positions. Analyst commentary highlights strong margins and reasonable valuation but warns of higher costs, heavy capex and near‑term cash‑flow risk. | $594.97 | +2.78% | $6.59B | $1.47T |
| 15 | PLTRPalantir Technologies | Palantir Technologies is moving lower today as investors engage in profit-taking following a massive post-earnings rally, exacerbated by bearish sentiment from high-profile institutional selling. Recent reports that Michael Burry has initiated a fresh short position and Cathie Wood’s ARK Invest has been trimming its holdings have intensified concerns over the stock's premium valuation of approximately 146 times earnings. Although some market data indicated the stock initially edged higher in early trading on broader AI optimism, the significant downward move appears driven by these bearish signals and a correction of overextended growth. | $179.01 | +4.66% | $6.45B | $411.03B |
| 16 | | Hedge funds trimmed Alphabet Class A stakes while Dodge & Cox added. Analysts cite strong fundamentals, with rising profits, low leverage and healthy cash flow, but warn higher CapEx and capacity limits could hurt near-term free cash flow and margins. | $346.36 | +0.82% | $6.18B | $4.20T |
| 17 | | No recent catalyst | $106.29 | -1.34% | $5.60B | $58.34B |
| 18 | | Sands Capital cut its Broadcom stake by 275,923 shares, while Gamco Investors modestly increased its position by 6,223 shares. | $417.82 | +0.43% | $5.54B | $1.98T |
| 19 | | Several institutional investors adjusted holdings in Alphabet Class C, with multiple funds trimming positions while others added shares. Research cites strong profitability, AI and Cloud momentum and a growing Cloud backlog, tempered by elevated capex and near-term cash‑flow pressure. | $343.94 | +0.46% | $5.16B | $4.20T |
| 20 | | Super Micro Computer shares are rising significantly today as investors continue to digest the company's massive fiscal 2027 revenue guidance of up to $72 billion and a record $60 billion order backlog reported earlier this week. The stock is also benefiting from positive sentiment following news of a new institutional investment by Renaissance Technologies and broader AI sector momentum linked to a major $500 billion infrastructure financing initiative involving Nvidia and Goldman Sachs. | $39.16 | +4.12% | $4.95B | $24.33B |
| 21 | | Coherent Corp. shares are surging today after the company reported fiscal fourth-quarter results that beat analyst estimates, highlighted by a 33.8 percent year-over-year revenue increase driven by massive demand for AI data center transceivers. Investor optimism is further fueled by bullish guidance projecting quarterly revenue to exceed 3 billion dollars by the end of fiscal 2027, prompting several financial firms to raise their price targets. This significant upward movement is primarily company-specific, reflecting the market's positive reaction to Coherent's strong execution and its central role in the expanding AI infrastructure sector. | $327.23 | -7.99% | $4.44B | $69.58B |
| 22 | | Marvell Technology shares are rising today following a price target increase from Goldman Sachs, which highlighted the company's strong positioning to benefit from surging optical demand and custom AI chip deployments. The stock is also gaining momentum from broader strength in the semiconductor sector and growing investor optimism regarding AI infrastructure growth ahead of the company's fiscal second-quarter earnings report scheduled for late August. This upward movement appears to be driven by a combination of company-specific analyst support and a general market shift toward semiconductor firms specializing in data center and custom silicon solutions. | $222.18 | +2.35% | $4.35B | $190.11B |
| 23 | | Lumentum Holdings (LITE) shares are declining today as investors react to a massive $7.2 billion GAAP net loss reported in its fiscal fourth-quarter results, which was primarily driven by a one-time $7.8 billion non-cash charge related to convertible note conversions. While the company exceeded adjusted earnings and revenue expectations due to surging AI infrastructure demand, the stock is facing downward pressure from a sequential decrease in cash reserves and profit-taking following a significant recent rally toward its 52-week high. | $880.41 | -5.58% | $4.24B | $72.55B |
| 24 | | Western Digital is surging today as part of a broad rally in the memory and storage sector triggered by reports that Singapore’s sovereign wealth fund, Temasek, plans to invest directly in major industry peers. Sentiment is further supported by positive commentary from Micron executives regarding a strong demand outlook through 2027 and a deepening global memory shortage that is lifting pricing across the sector. This upward movement also represents a rebound following the company's recent fiscal fourth-quarter earnings beat as investors focus on its robust free cash flow and AI-driven growth. | $487.29 | +7.31% | $4.23B | $156.52B |
| 25 | | Seagate Technology is gaining today as it continues to benefit from a sector-wide rally in data storage stocks and positive momentum following its record fiscal fourth-quarter earnings report. The upward movement is primarily driven by surging demand for high-capacity AI infrastructure and favorable macroeconomic sentiment after recent inflation data bolstered the broader technology sector. This gain reflects both company-specific strength in its Mozaic technology rollout and a general recovery in the memory and storage markets. | $921.37 | +4.91% | $4.19B | $199.04B |
| 26 | | IREN delivered Horizon 1, the first 50MW liquid-cooled AI deployment at its Childress, Texas campus, to Microsoft under a five-year $9.7B cloud services contract. IREN also earned NVIDIA Exemplar Cloud status for its GB300 NVL72 system, backing its AI capacity expansion plans. | $44.76 | +2.50% | $4.05B | $15.58B |
| 27 | | Dell Technologies shares are surging today and hitting record highs following strong quarterly results from competitor Lenovo Group, which reported a 43 percent revenue jump and a massive 54 billion dollar AI server pipeline. This positive read-through for AI infrastructure demand was further bolstered by Goldman Sachs raising its price target on Dell to 510 dollars, citing the company's strong position in the emerging agentic AI market. The rally is part of a broader sector-wide trend as investors gain confidence in sustained enterprise spending on data center hardware. | $494.51 | +2.07% | $4.02B | $314.09B |
| 28 | | No recent catalyst | $156.22 | +1.92% | $4.01B | $441.52B |
| 29 | CBRSCerebras Systems, Inc. Class A | Cerebras Systems (CBRS) shares are falling sharply today after the company reported second-quarter revenue of $180.1 million, missing the analyst consensus of $194.2 million. While management raised its full-year outlook, the stock is under pressure due to a wider-than-expected quarterly loss and significant margin compression caused by high costs for renting data center capacity. This move is primarily company-specific, as investors recalibrate expectations for the high-valuation AI chipmaker following its first major earnings miss since going public. | $231.01 | -11.85% | $3.78B | $72.65B |
| 30 | | TSMC plans a $100B U.S. expansion and raised 2026 capex to $60–64B to capture AI demand, and expects 5–10% chip price hikes from 2027. Hedge funds show mixed flows. Analysts broadly raised targets toward ~$440 while noting near‑term margin pressure from N2 and overseas ramps. | $430.49 | +0.31% | $3.55B | $1.96T |
| 31 | | Workday shares are surging today following reports that private equity firm Silver Lake is in talks to acquire the company in a deal that could value the software giant at approximately $43 billion. This potential acquisition, which would rank among the largest software buyouts in history, has triggered a significant price jump of over 18% as investors react to the prospect of a major go-private transaction. The move appears to be company-specific, though it has also provided a tailwind for other large-cap software names in the sector. | $206.45 | +17.78% | $3.38B | $43.30B |
| 32 | | Netflix shares are rising significantly today following the disclosure that Bill Ackman's Pershing Square Capital Management has established a new 3.15 million-share stake, signaling a major vote of confidence in the company's market dominance. This bullish sentiment is further supported by news that Netflix's annual upfront advertising commitments have nearly doubled year-over-year, with the company targeting approximately $3 billion in ad revenue for 2026. The combined catalysts reflect a significant reversal in sentiment for the streaming giant, which Ackman now asserts has effectively won the streaming wars. | $78.24 | +5.43% | $3.21B | $309.01B |
| 33 | | Lam Research (LRCX) is trading significantly higher today due to sector-wide momentum in the semiconductor industry ahead of Applied Materials' earnings report and positive market sentiment following benign inflation data. The stock's gains are further supported by company-specific news regarding a workforce development partnership with NY Creates and continued investor optimism surrounding the company's recent strong quarterly results and AI-driven growth outlook. This movement reflects a combination of broader market dynamics and sustained confidence in Lam's leadership within the wafer fabrication equipment market. | $337.01 | +3.34% | $3.01B | $408.07B |
| 34 | | Salesforce shares are trading higher today as investor sentiment improves ahead of the company’s August 26 earnings report, driven by positive analyst reiterations and reports of increased institutional holdings. The stock is also benefiting from a broader market rotation into large-cap software names as investors increasingly view the company's autonomous AI agent strategy, specifically Agentforce, as a primary growth catalyst rather than a competitive risk. | $201.37 | +4.16% | $2.98B | $158.33B |
| 35 | | No recent catalyst | $365.45 | +1.68% | $2.97B | $671.05B |
| 36 | | ServiceNow is trading significantly lower today following reports of a sophisticated hacking campaign, dubbed City-Forum, which has targeted its customer portals to steal data from various global organizations across the telecommunications and financial sectors. The stock is also facing continued pressure from a recent analyst downgrade to neutral, which cited valuation concerns and an overhang from intensifying AI competition in the enterprise software space. | $127.25 | +1.85% | $2.91B | $129.19B |
| 37 | | Bloom Energy shares are rising significantly today following a major price target increase from JPMorgan to $346, as analysts highlight the company's critical role in providing immediate off-grid power for the surging AI data center market. The stock is also benefiting from continued momentum after reporting record second-quarter revenue and raising its full-year 2026 guidance, underpinned by massive new contracts with partners like Brookfield and Nebius. This upward movement persists despite recent short-seller reports and legal investigations, as investors focus on the company's transition to positive free cash flow and its expanding $20 billion backlog. | $236.22 | -0.40% | $2.76B | $69.85B |
| 38 | BRK.BBerkshire Hathaway B | Hedge funds adjusted Berkshire Hathaway B holdings: Yacktman made a large stake increase while Gamco, Weitz and Davis trimmed positions. An independent AI analyst views the company favorably, citing strong profitability and conservative leverage, but notes uneven cash conversion and earnings volatility. | $506.93 | -0.60% | $2.39B | $981.25B |
| 39 | | AppLovin (APP) is declining significantly today as the market continues to digest a recent second-quarter revenue miss and a subsequent rating downgrade from Bank of America. Analysts lowered the stock to Neutral, citing heightened risks to the company's long-term growth trajectory and questioning the sustainability of its AI-powered revenue gains. This downward trend is further pressured by cautious third-quarter guidance and a broader reevaluation of execution risks within the mobile advertising sector. | $312.67 | +2.93% | $2.35B | $101.65B |
| 40 | | Eli Lilly announced pipeline progress: late‑stage retatrutide trials completed for severe obesity with cardiovascular disease and for type 2 diabetes plus obesity; new Phase 1 work on eloralintide and a completed Phase 1 LY3537031 study; fresh real‑world Jardiance EMPRISE data. Several institutions boosted holdings. | $1,209.00 | -0.92% | $2.34B | $1.15T |
| 41 | | No recent catalyst | $1,847.90 | +2.09% | $2.30B | $690.45B |
| 42 | | No recent catalyst | $854.60 | -0.12% | $2.16B | $393.30B |
| 43 | | No recent catalyst | $115.72 | -0.25% | $1.94B | $923.22B |
| 44 | | No recent catalyst | $363.11 | -0.57% | $1.85B | $970.72B |
| 45 | | Palo Alto Networks shares are rising today as the stock hits a new all-time high, driven by a series of bullish analyst price target upgrades from firms including Citizens and Tigress Financial Partners ahead of its September 1 earnings release. This upward movement is further supported by strong market sentiment surrounding the company's AI-powered cybersecurity platform and its ability to capture accelerating demand in the sector. The rally appears to be company-specific, reflecting investor optimism about its long-term growth trajectory despite recent regulatory scrutiny in international markets. | $396.00 | +2.32% | $1.81B | $315.41B |
| 46 | | KLA Corporation shares are declining today primarily due to negative investor sentiment following reports of significant insider selling by CEO Richard Wallace, who liquidated over $17 million in stock earlier this week. This downward pressure is being compounded by recent market analysis suggesting the stock is currently trading above its fair value, prompting a period of profit-taking despite ongoing optimism surrounding AI-driven semiconductor equipment demand. The move appears to be a company-specific correction as investors recalibrate expectations following the stock's recent valuation expansion. | $209.37 | +0.54% | $1.80B | $272.09B |
| 47 | | No recent catalyst | $1,049.42 | +0.92% | $1.79B | $276.96B |
| 48 | | MicroStrategy, recently rebranded as Strategy Inc., is experiencing a sharp decline today following a proposal by MSCI to remove the company from its Global Investable Market Indexes due to new eligibility criteria for firms with significant treasury asset holdings. This potential exclusion has sparked fears of massive forced selling by index-tracking funds, adding to existing pressure from the company's multi-billion dollar unrealized losses on its Bitcoin stockpile and a recent substantial quarterly earnings miss. The movement is primarily company-specific, reflecting heightened risks associated with its index status and leveraged cryptocurrency balance sheet. | $97.10 | +2.39% | $1.77B | $36.44B |
| 49 | | No recent catalyst | $64.09 | -1.11% | $1.75B | $453.20B |
| 50 | | Cloudflare issued $2.5B of 0% convertible senior notes due 2031, raising $2.46B. It spent $259.5M on capped calls (cap initially $854.12) to limit dilution, amended its revolving credit to adjust leverage calculations for more flexibility, and initial purchasers fully exercised an option to buy extra notes. | $330.83 | +6.22% | $1.72B | $110.90B |