AI infrastructure and optical networking stocks charged into the close, with Applied Optoelectronics and…

Biggest movers · At the close Jul 21, 4:10pm ET

Gainers

AAOIApplied Optoelectronics$118.18+14.7%
DOCNDigitalOcean$133.76+12.3%
SNDKSanDisk$1,554.3+11.7%
CIFRCipher Mining$22.81+11.1%
COHRCoherent$316.42+10.9%

Losers

AMCAMC Entertainment$2.27-7.7%
DUOLDuolingo$124.72-6.8%
VERXVertex$12.06-6.4%
IOTSamsara$36.41-5.5%

AI infrastructure and optical networking stocks charged into the close, with Applied Optoelectronics and Coherent leading a 14.7% and 10.9% surge. AMC Entertainment fell 7.7% as retail favoritism faded.

Mentioned: AAOI, DOCN, SNDK, CIFR, COHR, AMC, DUOL, VERX

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Biggest movers · At the close 4:10pm ET

Gainers

ACHRArcher Aviation$6.95+10.9%
AXONAxon Enterprise$640.51+7.4%
SMRNuScale Power$9.82+7.0%
CIFRCipher Mining$17.18+5.2%
DKNGDraftKings$25.32+4.3%

Losers

MNSTMonster Beverage$45.71-50.0%
GPROGoPro$0.62-11.9%
APPSDigital Turbine$13.18-8.4%
DOCNDigitalOcean$120.52-7.1%
APPAppLovin$319.02-5.9%

Monster Beverage closed at 45.71, exactly half its prior close, the single largest move in a 110-name priority list. Archer Aviation topped the winners at 10.9%, with Axon and NuScale both above 7%.

COHR Coherent

Regular session

Aug 10, 11:00am ET

$335.55

-12.43% open $383.18

A 12.4% slide from a $383 open wipes out the optical AI premium buyers paid last week, and it lands a day before Lumentum reports. Anyone treating datacenter optics as a one-way trade gets a read on whether this is company-specific or sector-wide by Tuesday's close.

Biggest movers · At the close Aug 7, 4:10pm ET

Gainers

ABNBAirbnb$174.56+15.1%
SOUNSoundHound AI$8+12.9%
COHRCoherent$377.06+12.8%
TEMTempus AI$51.3+11.2%
NVTSNavitas Semiconductor$13.71+10.5%

Losers

TTDTrade Desk$13.83-21.8%
MARAMarathon Digital$9.99-6.2%
CIFRCipher Mining$17.13-5.9%
MNSTMonster Beverage$90.6-3.8%
SNDKSanDisk$1,223.34-2.8%

Earnings split the session at the close: Airbnb's raised revenue outlook lifted it 15.1% while Trade Desk lost nearly a quarter of its value. Travel, optics and AI names carried the session; ad tech and crypto miners absorbed the damage.

Biggest movers · At the close Aug 6, 4:10pm ET

Gainers

CLOVClover Health$4.67+12.7%
SOUNSoundHound AI$7.03+9.3%
ALABAstera Labs$340.48+6.9%
JOBYJoby Aviation$8.25+5.8%
FNFabrinet$552+5.7%

Losers

APPAppLovin$334.86-19.9%
BROSDutch Bros$53.79-18.1%
FUBOfuboTV$9.22-13.5%
AXONAxon Enterprise$530.32-13.0%
DUOLDuolingo$121.84-10.0%

Owning expensive growth cost you today: AppLovin closed down 19.9%, with Axon and Duolingo double-digit and near double-digit losers alongside it. The money rotated into AI hardware, where Astera Labs and Fabrinet both finished higher.

DUOL Duolingo

Regular session

Aug 6, 10:40am ET

$114.35

-12.11% open $130.11

Duolingo is down 12%, a single-session repricing of the entire language-learning trade as investors question what free AI tutors do to subscriber growth.

DUOL Duolingo

After-hours

Aug 4, 5:20pm ET

$137.75

+10.19% open $125.01

A 10.19% run puts the language-learning app back at $137.75, and it happened after hours, when buyers set the price with conviction. Momentum money is circling edtech again.

Biggest movers · At the close Aug 4, 4:10pm ET

Gainers

PLTRPalantir$162.55+29.4%
AAOIApplied Optoelectronics$132.64+20.4%
ARMArm$280.61+17.4%
FNFabrinet$534.46+17.2%
COHRCoherent$330.85+14.8%

Losers

BRKRBruker$51.17-20.4%
VERXVertex$11.74-12.4%
CIFRCipher Mining$21.25-12.1%
AMCAMC Entertainment$2.63-7.7%
NVONovo Nordisk$44.09-6.4%

Palantir's 29% close pulled the entire AI complex with it, from Arm to the optical names supplying the data centers. Everything outside that trade got sold, with Bruker down 20% and Novo Nordisk sliding again.

CIFR Cipher Digital Inc.

Q2 2026

Aug 4, 7:37am ET

EPS

-$0.65

est -$0.14 -381.5%

Revenue

$25M

est $32M -21.7%

Mining revenue is draining away faster than the AI buildout can replace it, with a $150.5 million non-cash warrant charge driving the quarter's net loss. The offset investors are paying for: first HPC capacity at Black Pearl delivered two months early, rent started in August, and contracted leases targeting roughly $793 million in average annualized NOI, with Barber Lake rent beginning in October.

DOCN DigitalOcean Holdings, Inc.

Q2 2026

Aug 4, 7:01am ET

EPS

$0.45

est $0.26 +72.9%

Revenue

$281M

est $279M +0.8%

AI customer ARR jumped 212% to $234 million, showing the AI-native cloud pivot is landing. Management raised full-year revenue guidance to $1.17 to $1.18 billion and said it can exceed 50% growth in 2027.

VERX Vertex, Inc.

Q2 2026

Aug 3, 4:15pm ET

EPS

$0.20

est $0.19 +4.8%

Revenue

$204M

est $202M +0.9%

Vertex widened adjusted EBITDA margin to 25.0% from 20.8% a year ago, enough for management to raise full-year EBITDA guidance to $206 million to $210 million. Keep an eye on free cash flow, which fell to $2.7 million as capex jumped.

Biggest movers · At the close Aug 3, 4:10pm ET

Gainers

AAOIApplied Optoelectronics$110.13+16.8%
CIFRCipher Mining$25.07+12.3%
HIMSHims & Hers$30.76+10.8%
COHRCoherent$291.01+10.7%
LMNDLemonade$53.28+10.3%

Losers

MNSTMonster Beverage$93.15-3.4%
FANGDiamondback Energy$198.01-2.4%
CVXChevron$192.77-2.1%
SPOTSpotify$489.7-2.0%
FFord$14.48-1.4%

Money left oil and autos for optics today: Applied Optoelectronics closed up 16.8% at $110.13, with Coherent right behind it, while Chevron, Diamondback and Ford all finished red. Four of the top five gainers sit in AI infrastructure or high-growth consumer names.

CIFR Cipher Mining

Regular session

Aug 3, 12:40pm ET

$24.65

+13.07% open $21.80

Cipher Mining is up 13.07% as buyers treat Bitcoin miners as rentable AI data center capacity. Any hyperscaler hosting deal news is the next catalyst to keep an eye on.