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 04, 2026
๐ Past 3 days: 3 Sep ยท 2 Sep ยท 1 Sep
84/84 tickers with data
Top 5 Gainers
- ๐ข SNDK (Memory) +11.90% โ $1,740.00 โ Leads the AI-memory rally as investors rotate back into semis post-pullback; NAND pricing surge (TrendForce sees +10-15% more this quarter) and tight AI-storage supply
- ๐ข ALAB (AI / Accelerators) +9.75% โ $310.40 โ Aggressive dip-buying in AI semis: bounces from recent lows near $282 after a steep post-peak correction as the sector's highest-growth names get re-bid
- ๐ข SMTC (Networking / Optical) +9.22% โ $147.88 โ Needham reiterates Buy with $200 price target (~49% upside) into the AI-networking/optical rally
- ๐ข SKHY (Memory) +8.14% โ $177.00 โ HBM leader rides the memory supercycle; tight DRAM/HBM supply through 2027 keeps the AI-memory bid strong
- ๐ข TSEM (Foundry) +7.85% โ $222.34 โ Rides the AI-semi/optical rally on silicon-photonics data-center demand (BofA Buy, $367 PT) after record Q2 results and raised guidance
Top 5 Losers
- ๐ด ADBE (Software) -6.73% โ $266.51 โ CEO-succession shock: Anil Chakravarthy named next president/CEO after Thursday's close amid an executive departure, with earnings due next week
- ๐ด SNPS (EDA) -5.40% โ $393.84 โ High-multiple EDA caught in Friday's rate-repricing selloff after a hot jobs report pushed the 10-yr yield toward 4.8% (highest since 2023)
- ๐ด NFLX (Consumer / Media) -5.35% โ $78.25 โ Long-duration streaming name squeezed by the yield spike; U.K. price hike also raises customer-pushback concerns
- ๐ด ZS (Software) -4.50% โ $169.80 โ Falls despite FQ4 beat as FY2027 growth guidance disappoints, overshadowing strong AI-driven cyber demand
- ๐ด CDNS (EDA) -3.99% โ $292.70 โ Rate-repricing pressure on high-multiple EDA/software names as bond yields hit multi-year highs