Gainers
Losers
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.
Latest Activity
Gainers
Losers
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
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
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.
Gainers
Losers
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%.
Gainers
Losers
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.
Gainers
Losers
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%.
AI Portfolio · Eric Bleeker
AAOI
1-year hold+592.7%since recommended · 367 days
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.
Gainers
Losers
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.
Regular session
$148.13
+13.61%open $130.39
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.
AAOI Coverage
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Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
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10:01am ET
Investing
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Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%
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9:22am ET
Investing
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