๐ก Research Board โ Created by GWY
Daily & weekly automated equity research โ semis / AI / tech
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๐ Daily Gainers & Losers โ Sep 02, 2026
๐ Past 3 days: 1 Sep ยท 31 Aug ยท 28 Aug
84/84 tickers with data
Top 5 Gainers
- ๐ข DELL (Hardware / OEM) +15.81% โ $492.20 โ Record FQ2: $60.9B AI server orders and $95B backlog; FY27 AI server revenue target raised to $74B, adj. EPS $7.04 (+203%)
- ๐ข SWKS (Mobile / Wireless) +6.32% โ $71.67 โ Merger momentum: extended Qorvo notes exchange offer to Sep 11 and priced $2B notes to fund the $22B Skyworks-Qorvo combination
- ๐ข QRVO (Mobile / Wireless) +4.39% โ $100.63 โ Rises with Skyworks merger progress as analysts lift price targets (consensus to ~$101.74)
- ๐ข TSEM (Foundry) +3.89% โ $206.81 โ Fresh analyst coverage adds to silicon-photonics (SiPho)-driven momentum
- ๐ข NVMI (Semi Equipment) +3.54% โ $349.60 โ Rebounds with semi-cap equipment strength; record Q2 metrology results and GAA/advanced-packaging demand
Top 5 Losers
- ๐ด CRDO (AI / Accelerators) -20.04% โ $165.22 โ Plunges after earnings: beat FQ1 targets but QoQ gross-margin compression (68.2% โ 64.5%) and soft margin guide spook investors
- ๐ด PANW (Software) -9.28% โ $328.48 โ Sell-the-news after FQ4 beat (adj. EPS $1.02 vs $0.98 est.); rich valuation and GAAP loss from convertible-note charges weigh
- ๐ด CRWD (Software) -5.42% โ $203.42 โ Caught in cybersecurity/software selloff as Anthropic's "Managed Agents" autonomous-AI launch stokes disruption fears
- ๐ด FTNT (Software) -4.52% โ $154.54 โ Dragged down with software/cyber sector; analysts flag firewall refresh cycle and spending concerns
- ๐ด NOW (Software) -4.32% โ $136.72 โ Software selloff on AI-agent disruption fears; AI competition and valuation concerns continue to pressure shares