Bloom Energy Corp - Class A

AI infrastructure names took the whole session: CoreWeave's 24% close led five double-digit gainers, while the deepest loser, GoPro, fell 18% to 69 cents. Nothing else on the downside lost more than 4.4%.

AI infrastructure names are taking the whole top of the board at the open, led by CoreWeave's 10.5% jump the morning after its Q3 earnings filing. The downside is narrow by comparison: outside GoPro's 13% drop, no loser is worse than 4.3%.

Nearly 15 points separate the top and bottom of the open: Bloom Energy up 8.95% while NVIDIA, the market's heaviest name, drops 6.44% to $174.62. Four of the five decliners sit in AI-adjacent hardware, so the pain is concentrated.

AppLovin opened up 29.5%, the single biggest move across 382 priority names and nearly double the next gainer. The downside is just as wide, with Dutch Bros off 15.1% and four more names down double digits.

Fabrinet opened 13.32% higher at $355.82, the widest single move across 382 priority names this morning. Thomson Reuters anchors the other end, down 9.84%, with Shopify close behind.

Royal Caribbean is the standout at the open, up 7.56% to $301.81 and leading a 381-stock priority list. HSBC anchors the other end at -6.47%, a 14-point spread between the day's best and worst names.

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.

American Tower opened up 8.07%, the only move above 4% on the upside across a 385-name board. Bloom Energy is off 11.67%, with Moderna, Infosys, GE Aerospace and AT&T sliding too.