Cybersecurity stocks surge Tuesday while Lucid (LCID) drops 13%

As seen on the 24/7 Wall St. homepage on July 14, 2026.

Biggest movers · At the close Jul 14, 4:10pm ET

Gainers

AAOIApplied Optoelectronics$124.72+11.5%
ZSZscaler$152.31+7.4%
PANWPalo Alto Networks$352.07+6.6%
SSentinelOne$19.75+6.4%
DELLDell Technologies$450.5+5.5%

Losers

LCIDLucid$4.8-13.0%
ARMArm$282.19-5.6%
IDXXIDEXX Laboratories$539.98-4.3%

Cybersecurity and optical networking stocks crushed it at Tuesday's close, with Applied Optoelectronics surging 11% while Lucid cratered 13% on EV concerns.

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Tuesday's session was a strong one for cybersecurity and optical networking names. Applied Optoelectronics (AAOI) led all gainers with an 11.48% jump to $124.72, while Zscaler (ZS) climbed 7.39% to $152.31, Palo Alto Networks (PANW) added 6.59% to $352.07, and SentinelOne (S) rose 6.44% to $19.75. Dell Technologies (DELL) also had a notable day, gaining 5.48% to close at $450.50.

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On the losing side, Lucid (LCID) was the session's most notable decliner, falling nearly 13% to $4.80 amid EV concerns. Arm Holdings (ARM) shed 5.62% to $282.19, and IDEXX Laboratories (IDXX) dropped 4.29% to $539.98, making veterinary diagnostics one of the quieter corners of an otherwise tech-driven session.

Sources

Mentioned: AAOI, ZS, PANW, S, DELL, LCID, ARM, IDXX

Related Market Updates

DELL Dell Technologies

Reports Tue Sep 1 After close 4:05 PM ET Confirmed

5:00am ET

Dell's earnings report lands at 4:05 PM ET, and it is the clearest read yet on whether AI server orders are still outrunning the memory cost squeeze that PC makers have been pre-buying against all year. A $148 billion market cap hangs on which side of that trade wins.

PANW Palo Alto Networks, Inc.

Reports Tue Sep 1 After close 4:05 PM ET Confirmed

5:00am ET

Palo Alto Networks reports at 4:05 PM ET, and the $311 billion security bellwether sets the tone for the whole group. Billings and platform-consolidation commentary will move CrowdStrike, Fortinet and Okta before anyone else reports.

Biggest movers · At the close Aug 27, 4:10pm ET

Gainers

CRMSalesforce$251.88+22.5%
PANWPalo Alto Networks$386.19+13.8%
RBRKRubrik$107.02+11.3%
SSentinelOne$22.74+10.9%
FTNTFortinet$173.58+10.2%

Losers

EXPEExpedia$316.85-5.0%
SPOTSpotify$527.65-4.1%
IQiQIYI$0.94-4.1%
FUBOfuboTV$10.02-2.7%
MCDMcDonald's$260.46-2.4%

A 22.5% close for a company Salesforce's size almost never happens, and four of the five top gainers were cybersecurity names posting double-digit gains. The downside was tame by comparison: Expedia led decliners at just under 5%.

PANW Palo Alto Networks

Regular session

Aug 27, 2:00pm ET

$383.80

+7.04% open $358.56

A 7% intraday jump adds roughly $20 billion of market value to a $314 billion cybersecurity name, the kind of single-session move mega caps rarely make. Keep an eye on whether it holds into the close.

PANW Palo Alto Networks

Regular session

Aug 27, 2:00pm ET

$383.80

+7.04% open $358.56

Biggest movers · At the close Aug 26, 4:10pm ET

Gainers

ANETArista Networks$202.78+6.2%
RBRKRubrik$96.68+4.3%
ARMArm$251.53+4.1%
DELLDell Technologies$467.63+3.6%
HPEHewlett Packard Enterprise$55.28+3.4%

Losers

SNAPSnap$5.45-8.0%
HIMSHims & Hers$29.63-6.7%
LCIDLucid$4.92-6.6%
FUBOfuboTV$10.26-6.3%
IRENIren$39.74-5.8%

Arista Networks closed up 6.2%, the best move in a 111-stock priority list where hardware names took the top four gainer slots. Snap fell 8% to $5.45, the day's steepest decline.

Biggest movers · At the close Aug 25, 4:10pm ET

Gainers

SMCISuper Micro Computer$38.4+9.2%
FUTUFutu Holdings$126.21+9.0%
SMRNuScale Power$9.78+8.1%
MARAMarathon Digital$11.97+7.1%
SNAPSnap$5.92+7.0%

Losers

RBRKRubrik$91.58-6.6%
ZSZscaler$167.65-4.8%
AIC3.ai$9.74-3.7%
ASANAsana$9.43-3.4%
DOCUDocuSign$60.52-3.3%

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

Biggest movers · At the close Aug 24, 4:10pm ET

Gainers

AMCAMC Entertainment$2.71+6.1%
EXPEExpedia$337.61+5.0%
SNAPSnap$5.47+4.3%
BROSDutch Bros$51.84+4.0%
ULTAUlta Beauty$540.82+3.7%

Losers

AAOIApplied Optoelectronics$110.34-11.6%
HIMSHims & Hers$30.91-8.5%
TEMTempus AI$66.83-8.1%
IONQIonQ$41.45-7.6%
SNDKSanDisk$1,491.74-6.5%

The damage at Monday's close ran deeper than the gains: Applied Optoelectronics shed 11.6% while the best performer, AMC Entertainment, managed 6.08%. Four of the five worst names lost more than 7% in a single session.

52-week highs Aug 21, 6:00pm ET

6 stocks hit new 52-week highs this week

SSentinelOne$20.94+6.1%
KOCoca-Cola$91.1+2.3%
EXPEExpedia$321.63+1.3%
ABNBAirbnb$187.3+1.2%
ABBVAbbVie$264.96+1.0%
PFEPfizer$28.07+0.6%

Six names hit fresh 52-week highs this week: SentinelOne led at 6.14% above its prior peak, with Coca-Cola, Expedia, Airbnb, AbbVie and Pfizer all clearing old ceilings too.

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

Gainers

FUTUFutu Holdings$123.72+9.8%
TEMTempus AI$72.55+8.8%
IONQIonQ$45.16+8.7%
RIVNRivian$17.11+6.8%
HIMSHims & Hers$33.74+5.9%

Losers

CIFRCipher Mining$15.76-8.4%
AAOIApplied Optoelectronics$124.48-3.6%
FUBOfuboTV$10.25-3.2%
ARMArm$243.16-3.0%
IRENIren$41.32-3.0%

Futu Holdings closed up 9.75%, the biggest move in a 110-stock priority list where five names finished higher by 5% or more. The downside was far tamer: only Cipher Mining lost more than 4%.

Biggest movers · At the close Aug 20, 4:10pm ET

Gainers

MARAMarathon Digital$10.94+13.4%
TEMTempus AI$66.48+8.5%
AAOIApplied Optoelectronics$129.38+5.9%
FUBOfuboTV$10.79+4.4%
CIFRCipher Mining$16.58+4.3%

Losers

WMTWalmart$103.1-9.8%
IQiQIYI$1.04-8.0%
ACHRArcher Aviation$6.04-6.4%
UPSTUpstart$28.82-5.8%
IONQIonQ$41.39-4.5%

A near 10% single-day drop in a mega-cap retailer like Walmart, closing at $103.10, is the kind of move that rarely shows up on a leaderboard next to small caps. Marathon Digital ran the other way, up 13.37%, with Cipher Mining also in the green.

Biggest movers · At the close Aug 19, 4:10pm ET

Gainers

TEMTempus AI$60.68+22.9%
HIMSHims & Hers$30.74+12.2%
GPROGoPro$0.64+7.5%
SMRNuScale Power$9.24+6.9%
UPSTUpstart$30.97+6.4%

Losers

IQiQIYI$1.12-9.2%
DOCNDigitalOcean$116.16-7.3%
DELLDell Technologies$436.24-6.9%
APPSDigital Turbine$11.32-6.6%
AAOIApplied Optoelectronics$122.85-6.5%

Tempus AI ended the day up 22.93% at $60.68, the standout in a 110-name priority list where nothing else gained more than 13%. Hardware and infrastructure names took the other side, with Dell shedding 6.92% to $436.24.