A 13.9% slide to $162.02 from an $188.09 open erases roughly $7 billion of the fuel cell maker's $47.9 billion market value in a single session. Moves this size are rare even for a name this volatile, so the close is worth watching.
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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.
A $170 million beat on the quarter puts Bloom Energy's fuel cells squarely in the data center power trade.
RT @Beth_Kindig: Bloom $BE reported Q3 revenue of $1.24 billion, up 16% QoQ and 138% YoY, beating the consensus estimate for $1.07 billion.…
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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.
AI data center customers are pulling fuel cell deployments forward fast enough to force a third full-year guidance raise, now $4.4 billion to $4.6 billion in revenue.
An 11.1% slide to $212 lops roughly $7 billion off a $62 billion fuel cell name in a single session, and it lands with Q3 results due tonight. Keep an eye on whether the stock holds this level into the report.
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
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