Optics and AI names led the session as oil and autos fell flat

As seen on the 24/7 Wall St. homepage on August 3, 2026.

Biggest movers · At the close
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.

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Applied Optoelectronics (AAOI) was the day's standout, closing up 16.76% at $110.13. Coherent (COHR) was right behind it, gaining 10.7% to close at $291.01 — making optical networking the clearest sector winner of the session. Together, the two names pulled focus toward AI infrastructure, where demand for high-speed data transmission components has kept investor interest elevated.

The rest of the top five gainers reinforced a high-growth theme. Cipher Mining (CIFR) rose 12.32% to $25.07, Hims & Hers (HIMS) climbed 10.77% to $30.76, and Lemonade (LMND) added 10.28% to close at $53.28 — four of the five top gainers sitting in AI infrastructure or high-growth consumer categories.

The day's losers told a different story. Chevron (CVX) fell 2.06% to $192.77 and Diamondback Energy (FANG) dropped 2.43% to $198.01, with Ford (F) closing down 1.36% at $14.48. Monster Beverage (MNST) was the session's biggest loser, sliding 3.35% to $93.15, while Spotify (SPOT) shed 2.05% to $489.70 — a broad pullback that spanned energy, autos, and consumer staples alike.

Sources

Mentioned: AAOI, COHR, CIFR, HIMS, LMND, CVX, FANG, F

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Biggest movers · At the close
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.

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Biggest movers · At the close
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.

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Biggest movers · At the close
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%.

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Biggest movers · At the close
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.

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CVX Chevron
Dividend raised $1.78 ex-date 2026-08-19 · 3.43% yield · 26 yrs paying · +4.1% YoY

Chevron lifted the quarterly payout 4.1% to $1.78 a share, a 26th straight year of increases holders lock in only by owning before the August 19 ex-date.

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HIMS Hims & Hers
After-hours
$31.09
+12.77% open $27.57
$31$31$30

A 12.77% jump to $31.09 adds roughly $800 million of market value to a $7 billion company in a single session. Moves this size rarely settle quietly, so keep an eye on the stock into tomorrow's open.

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Biggest movers · At the close
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.

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Biggest movers · At the close
Gainers
  • DUOLDuolingo$140.9+8.3%
  • SPOTSpotify$520.71+5.7%
  • ULTAUlta Beauty$519.44+5.3%
  • VERXVertex$13.06+4.7%
  • ASANAsana$9.24+4.6%
Losers
  • FNFabrinet$477.37-20.3%
  • CIFRCipher Mining$15.97-13.7%
  • AAOIApplied Optoelectronics$134.59-13.1%
  • BIDUBaidu$90.62-13.0%
  • COHRCoherent$309.03-12.0%

Fabrinet closed down 20% at $477.37, the deepest single-day loss in a 110-name priority list, with optical peers Applied Optoelectronics and Coherent also off double digits. Duolingo led all gainers at 8.3%.

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Biggest movers · At the close
Gainers
  • SNDKSanDisk$1,773.38+8.1%
  • COHRCoherent$351.61+7.9%
  • FNFabrinet$596.63+4.6%
  • DOCNDigitalOcean$135.86+4.6%
  • FUTUFutu Holdings$109.67+4.2%
Losers
  • CLOVClover Health$4.25-7.7%
  • TTDTrade Desk$13.39-5.3%
  • SOUNSoundHound AI$7.06-5.0%
  • OPENOpendoor Technologies$3.48-4.4%
  • LMNDLemonade$50.33-4.4%

Nearly 16 points separated the best and worst names in a 110-stock board at Monday's close, with SanDisk up 8% at $1,773 and Clover Health down almost 8%. Hardware led, small-cap growth lagged.

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AI Portfolio · Eric Bleeker AAOI
1-year hold +592.70%since recommended · 367 days
875.6%403.2%-69.2%

One year in Eric Bleeker's AI Portfolio, and a $10,000 stake in Applied Optoelectronics at the $22.36 recommendation price is worth roughly $69,000 today. The optical transceiver buildout for AI data centers did the heavy lifting, and the position has kept making new ground as recently as this month.

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Biggest movers · At the close
Gainers
  • AAOIApplied Optoelectronics$150.13+15.4%
  • FUBOfuboTV$10.46+6.7%
  • SNDKSanDisk$1,627.62+6.5%
  • CIFRCipher Mining$17.69+6.4%
  • AMDAMD$508.57+5.3%
Losers
  • DUOLDuolingo$134.39-6.7%
  • ASANAsana$9.21-6.7%
  • SMRNuScale Power$9.27-5.9%
  • ACHRArcher Aviation$6.56-5.9%
  • AMCAMC Entertainment$2.51-4.8%

Applied Optoelectronics closed out the week up 15.4% at $150.13, nearly triple the next best move on the board. Chip and storage names filled in behind it, while Duolingo and Asana ended the week lower.

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AAOI Applied Optoelectronics
Regular session
$148.13
+13.61% open $130.39
$154$144$134

A 13.6% intraday jump to $148.13 puts Applied Optoelectronics near a $12.8 billion valuation in a single session. Moves this size rarely settle quietly, so keep an eye on the stock into the close.

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