Astera Labs, Inc. Common Stock

Boeing's 10.75% drop to $168.07 was the heaviest close in a 382-name priority list, with three big refiners right behind it. On the other side, Navitas led the gainers at +11.13%.

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.

Optical and data center names filled four of the five worst spots at this close, led by Applied Optoelectronics at -14%. Accenture's 6.2% gain was the best of a far tamer upside.

Nearly 29 points of spread separated the top and bottom of the board at Monday's close, with Ciena up 14.29% to $445.37 and Tempus AI down 14.21% to $71.68. Four of the five leaders sit in AI infrastructure names.

Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.

Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.

Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.

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.

Thursday's close split hard along hardware versus software: GoPro added 24.1% and SanDisk, Astera Labs and SK hynix all posted double-digit or near double-digit gains, while Asana, Workday and Snowflake each shed more than 5%. Tesla and Netflix fell with them.