Gainers
Losers
Optical and chip names owned the close, with Lumentum up 8.21% to $818.26 and Coherent, Applied Optoelectronics and Arm all gaining more than 5%. Both Petrobras lines sat at the bottom, the preferred shares down 15.6%.
Latest Activity
Gainers
Losers
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.
Gainers
Losers
The optical names took the worst of it at the close, with Ciena down 10.49% and Lumentum and Applied Optoelectronics close behind. Shopify's gain led a much tamer move on the other side of the 382-stock board.
Gainers
Losers
C3.ai is up 9.97% at the open, leading a board where ServiceNow, Salesforce, Shopify and Intuit all gained 3.5% or more. Applied Optoelectronics is down 6% on the other end of the same board.
Gainers
Losers
All three major US wireless carriers are at the bottom of the board at the open, with T-Mobile down 8.9% and AT&T and Verizon close behind. Optical names lead the other side, Applied Optoelectronics up 8.9%.
19stocks hit new 52-week highs this week
- HPEHewlett Packard Enterprise$69.33+9.2%
- ASXASE Technology Holding$47.45+5.0%
- AMCAMC Entertainment$2.77+4.4%
- MRNAModerna$190.01+4.4%
- SSentinelOne$25.06+4.0%
- LITELumentum$1,085.42+3.1%
- KEYSKeysight Technologies$384.64+3.0%
- CRWDCrowdStrike$270.04+2.9%
- RBRKRubrik$118.58+2.6%
- PANWPalo Alto Networks$403.24+1.8%
Nineteen stocks cleared fresh 52-week highs this week, and Hewlett Packard Enterprise led the pack by topping its prior peak by 9.2% at $69.33. ASE Technology, AMC, Moderna and a cluster of security names including CrowdStrike and Palo Alto Networks also broke out.
New 52-week high$1,085.42+3.1% vs prior high · 2026-05-11
Lumentum cleared $1,085.42, taking out its May 11 record by 3.07% and ending nearly five months of chop below that line. The optical name now carries a $97.4 billion market cap.
Gainers
Losers
Three names in our 383-stock board closed with double-digit gains, led by Accenture's 15.6% jump to $211.97, a move that size is rare for a mega-cap consultant. The downside was far tamer, with AMC's 8.2% slide the worst of it.
Gainers
Losers
Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.
AI Portfolio · Eric Bleeker
LITE
Milestone+1061%since recommended · 690 days
Eric Bleeker's AI Portfolio pick in Lumentum has turned an $83.85 entry into a 11x position in 690 days, one of the few optical names to ride the AI data center buildout this far. Eleven-bagger in under two years is rare air, and the position is still compounding.
LITE Coverage
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