Today's biggest movers. Our screens cover mega-cap down to micro-cap and surface the catalyst behind the move.
200 articles
Shopify Inc. (SHOP) drops sharply after investors react to softer near-term growth guidance, margin pressure, and a valuation that leaves little room for disappointment. The pullback reflects post-earnings selling rather than a fresh shock, even as the company’s commerce platform and merchant ecosystem remain strong.
Caterpillar Inc. (CAT) rises sharply after UBS lifted its price target and highlighted stronger-than-expected earnings, raised guidance, and a record backlog. Investors are also betting on growing power generation demand tied to data centers and AI infrastructure.
Lam Research Corporation (LRCX) rises after a semiconductor rally tied to AI and memory spending lifted chip equipment names. Strong recent earnings, a streak of EPS beats, and higher analyst targets added fuel as the stock pushed above its prior 52-week high.
QUALCOMM Incorporated (QCOM) rises as traders bet on its AI PC and edge-computing strategy during Computex. With no fresh earnings or takeover news, investors are focusing on Snapdragon C, upcoming Investor Day catalysts, and Qualcomm’s push beyond smartphones.
Corning Incorporated (GLW) climbs sharply as investors pile into AI optics and optical interconnect stocks. The move follows Jensen Huang’s comments backing optical networking for AI data centers, while Corning’s Nvidia partnership and strong Optical Communications growth add fuel to the breakout.
Dell Technologies Inc. (DELL) drops after a huge post-earnings rally as investors take profits and reassess the stock’s AI-driven valuation. The company’s record AI backlog and raised guidance still support the long-term bull case, but the latest move shows the market is digesting a sharp repricing.
Broadcom Inc. (AVGO) rises sharply after HSBC lifted its price target to $600 and kept a Buy rating. The stock also benefits from optimism ahead of its fiscal Q2 2026 earnings report, with investors focused on AI ASIC demand, Google TPU v7 supply, and a Meta chip ramp.
Palantir Technologies Inc. (PLTR) drops about 6% as investors trim exposure to expensive AI software names. The selloff appears driven by valuation pressure and weaker software-sector sentiment, even though the company’s recent revenue growth and earnings results remain strong.
Cisco Systems, Inc. (CSCO) rises as investors extend the post-earnings rally that followed a strong fiscal Q3 report, higher guidance, and a bigger AI infrastructure target. The stock is now trading above its prior 52-week high as Wall Street revalues Cisco as an AI networking and security winner.
Alibaba Group Holding Limited (BABA) rises sharply as renewed AI enthusiasm lifts China tech shares and fresh cloud partnership headlines add fuel. Investors are also reacting to Alibaba’s growing role as an AI and cloud infrastructure play, even as the stock remains well below its 52-week high.
Salesforce, Inc. (CRM) fell sharply despite a recent earnings beat, as software stocks sold off on renewed AI disruption fears. The move appears driven more by sector sentiment and valuation pressure than by any fresh company-specific setback, leaving investors to weigh strong fundamentals against a more cautious market backdrop.
ServiceNow, Inc. (NOW) drops after a sharp reversal in software stocks unwinds part of the recent AI-driven rally. The pullback appears tied to sector-wide profit-taking rather than a company-specific setback, even as ServiceNow’s growth outlook and enterprise AI strategy remain intact.
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