Cybersecurity stocks surge Monday as chip names take a beating

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

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

Gainers

ZSZscaler$192.17+16.8%
RBRKRubrik$99.51+14.8%
SSentinelOne$22.64+14.6%
PANWPalo Alto Networks$374.56+13.3%
IOTSamsara$42.98+12.0%

Losers

COHRCoherent$267.13-12.5%
ALABAstera Labs$257.28-11.7%
HPEHewlett Packard Enterprise$55.59-10.5%
ARMArm$240.05-9.3%
AAOIApplied Optoelectronics$96.14-8.8%

Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.

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Cybersecurity took four of the five top gainer slots, led by Zscaler's close at $192.17 after rising nearly 17%. Rubrik, SentinelOne and Palo Alto Networks followed, with industrial IoT platform Samsara rounding out the five.

The decliners were just as concentrated: Coherent fell 12.5%, with Astera Labs, Hewlett Packard Enterprise, Arm and Applied Optoelectronics also lower. Four of the five biggest losers were chip or hardware infrastructure plays.

Sources

Mentioned: ZS, RBRK, S, PANW, IOT, COHR, ALAB, ARM

Related Market Updates

Biggest movers · On the open 9:50am ET

Gainers

TSLATesla$389.13+4.5%
RBRKRubrik$132.42+2.9%
SKHYSK hynix$140.78+2.7%
PANWPalo Alto Networks$388.88+2.2%
DBDeutsche Bank$31.85+2.1%

Losers

NUNu Holdings$11.88-21.7%
ITUBItau Unibanco$7.61-21.3%
PBR-APetrobras$19.58-16.8%
PBRPetrobras$21.81-16.6%
MELIMercadoLibre$1,604.99-11.3%

Every one of the five biggest decliners at the open is a Brazil-linked name, led by Nu Holdings down 21.7% and Itau Unibanco down 21.3%. Tesla tops the gainers at 4.5%, a fraction of the damage on the other side of the board.

EXECUTIVE TRADE DISCLOSURE Kupor, Scott A Director, Office of Personnel Management

Oct 24

ABNB Airbnb Inc. Class A Common Stock (ABNB)Sell$1M – $5MAug 21
Figma Common StockSell$15K – $50KAug 21
IOT Samsara Inc. Class A Common Stock (IOT)Sell$1M – $5MAug 21
OKTA Okta, Inc. (OKTA)Sell$100K – $250KAug 21
PINS Pinterest, Inc. (PINS)Sell$100K – $250KAug 21

Made public 64 days after the earliest trade

OPM Director Scott Kupor cleared out five tech positions in a single day on August 21, with the Airbnb and Samsara stakes each worth as much as $5 million. The sales look like ethics-driven divestiture from his venture background, and they only became public 64 days after he filed.

RBRK Rubrik

Oct 23, 6:00pm ET

New 52-week high $128.74 +2.3% vs prior high · 2026-10-06

Rubrik just marked a new 52-week high at $128.74, 2.34% above the record it set on October 6. That's nearly triple the $43.81 low this name traded at in April.

Biggest movers · At the close Oct 23, 4:10pm ET

Gainers

CRWDCrowdStrike$257.36+8.2%
PANWPalo Alto Networks$380.5+7.2%
NETCloudflare$324.53+6.9%
ZSZscaler$254.11+6.9%
SLBSLB$52.92+6.8%

Losers

BEBloom Energy$193.54-11.1%
TAT&T$20.99-7.7%
TMUST-Mobile$146.72-7.6%
INFYInfosys$12.31-6.9%
CCZComcast$61-6.3%

Four cybersecurity names took the top gainer slots at Friday's close, with CrowdStrike up 8.2% to lead a group that rarely moves in lockstep. The damage sat in telecom, where AT&T and T-Mobile both landed among the day's worst losers alongside Bloom Energy.

Biggest movers · At the close Oct 22, 4:10pm ET

Gainers

SPOTSpotify$582.23+10.8%
LCIDLucid$3.5+8.9%
BXBlackstone$118.69+8.3%
ACNAccenture$258.15+7.5%
NDAQNasdaq$103.09+7.3%

Losers

MRNAModerna$202.11-17.8%
COHRCoherent$207.45-12.7%
AAOIApplied Optoelectronics$68.18-11.8%
LRCXLam Research$230.24-11.7%
LITELumentum$754.19-11.3%

Moderna's 17.8% drop was the single biggest move at Tuesday's close, and four of the five worst performers were chip and photonics names. Spotify topped the winners.

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

Gainers

SMCISuper Micro Computer$35.58+9.6%
APLDApplied Digital$20.93+8.3%
ZSZscaler$231.55+7.9%
SPCXSpaceX$159.48+7.9%
MSTRStrategy$153.53+7.6%

Losers

TAT&T$22-6.1%
OPENOpendoor Technologies$1.95-5.6%
NFLXNetflix$65.12-5.2%
EXPEExpedia$286.61-4.7%
CAVACava$55.14-4.0%

Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.

Biggest movers · On the open Oct 20, 9:51am ET

Gainers

NOCNorthrop Grumman$538+5.4%
LLYEli Lilly$1,285.71+3.7%
BMYBristol-Myers Squibb$60.96+3.6%
MRKMerck &$148.5+3.4%
ARGXargenx$853.32+3.4%

Losers

IRENIREN$25.85-6.8%
CIFRCipher Digital$8.35-6.6%
LCIDLucid$2.91-6.1%
AAOIApplied Optoelectronics$73.51-6.0%
COHRCoherent$218.97-5.6%

Defense and big pharma own the top of the board at the open, led by Northrop Grumman up 5.36%, with Eli Lilly, Bristol-Myers Squibb and Merck also higher. The pain is concentrated in crypto miners and optics names, where IREN leads the decline.

S SentinelOne

Regular session

Oct 16, 2:20pm ET

$21.11

-9.94% open $23.43

A 9.94% drop wipes roughly $700 million off SentinelOne's market cap in a single session. Moves this size are rare for the name, and the opening level is now one it has to climb back to.

IOT Samsara

Regular session

Oct 16, 1:40pm ET

$39.31

-8.45% open $42.94

An 8.45% drop shaves more than $1 billion off Samsara's market cap in a single session. Moves this size are rare here, and the $42.94 open is now the level bulls need back.

Biggest movers · On the open Oct 16, 9:50am ET

Gainers

RELXRELX$39.42+2.6%
AFRMAffirm$77.85+2.5%
EQNREquinor$46.01+2.4%
CCitigroup$126.12+2.4%
ADSKAutodesk$250.92+2.4%

Losers

CRWVCoreWeave$64.97-6.8%
DOCNDigitalOcean$102.38-6.5%
IRENIREN$28.61-5.9%
APLDApplied Digital$19.33-5.2%
ALABAstera Labs$288.4-4.5%

CoreWeave's 6.8% drop anchors a decline list made up entirely of compute and data-center names. Downside is moving roughly three times faster than upside this morning.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Oct 13, 7:10pm ET

Mad Money w/ Jim Cramer 10/13/26

Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance

The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.

Biggest movers · At the close Oct 13, 4:11pm ET

Gainers

NVTSNavitas Semiconductor$10.52+5.3%
VLOValero Energy$457.04+4.8%
ORCLOracle$143.28+4.3%
MPCMarathon Petroleum$476.94+4.0%
BPBP$48.57+3.9%

Losers

CIFRCipher Digital$11.29-13.1%
AMATApplied Materials$462.77-7.0%
SSentinelOne$24.05-6.3%
FNFabrinet$427.9-6.2%
GTLBGitLab$52.7-5.9%

Cipher Digital's 13.1% drop was the deepest cut in a 385-name priority list at the close. Refiners and Oracle took the other side.