📊 Daily Gainers & Losers — Sep 14, 2026
📚 Past 3 days: 11 Sep · 10 Sep · 9 Sep
84/84 tickers with data
Top 5 Gainers
- 🟢 ZS (Software) +16.52% — $191.73 — Weekend AI-safety warnings from Anthropic/OpenAI CEOs sparked a sector-wide cybersecurity bid; Zscaler, the group's biggest YTD laggard (-18%), caught the strongest squeeze
- 🟢 CRWD (Software) +13.85% — $235.38 — Purest expression of the AI-safety rotation; CEO Kurtz rebutted Amodei's essay casting cyber as AI's safety layer — new high, ~+98% YTD
- 🟢 PANW (Software) +13.09% — $373.94 — Money rotated out of AI infrastructure into security on the AI-deceleration calls; fresh all-time high, +99% YTD
- 🟢 FTNT (Software) +9.04% — $170.18 — Sympathy rally with the cybersecurity complex on the same AI-driven threat-environment narrative
- 🟢 NOW (Software) +7.41% — $142.35 — Leader of the software rally as AI-safety flows exited AI hardware; Barron's flags the rotation trade "back on"
Top 5 Losers
- 🔴 GLW (Networking / Optical) -13.70% — $143.60 — Worst in the S&P 500: disclosed a $2B at-the-market equity offering (dilution fears) on top of the AI-infrastructure selloff — Barron's: "not just the AI selloff"
- 🔴 TER (Semi Equipment) -13.30% — $329.20 — High-multiple chip-test equipment de-rated hard in the AI-deceleration selloff; no company-specific news
- 🔴 NOK (Networking / Optical) -13.30% — $9.65 — Optical/telecom equipment crushed by AI data-center investment concerns after industry leaders called for slower frontier-AI development
- 🔴 MTSI (Networking / Optical) -12.83% — $239.62 — Broad semiconductor/AI-infrastructure selloff; no fresh company-specific catalyst
- 🔴 COHR (Networking / Optical) -12.73% — $266.50 — Optical/AI-networking group de-rated on AI-pacing fears; strong FQ4 beat and Street-high price targets couldn't hold the tape
*Data verified: all 84/84 rows timestamped 2026-09-14 (ET regular close ~20:00 UTC) — single clean session; 17 up / 67 down / 0 flat. Risk-off for the AI complex after the bosses of Anthropic, OpenAI and SpaceX called for a deceleration in AI development: a violent rotation out of optical/AI infrastructure (GLW, NOK, MTSI, COHR, ALAB -11.7%, ONTO -11.1%) into cybersecurity software (ZS, CRWD, PANW, FTNT, CHKP +5.2%). S&P 500 -0.5% / Dow -0.3% as chip stocks fell on the AI warning, with oil gains and the looming FOMC adding caution. Saved to `/opt/data/web_output/daily-gainers/2026-09-14.md`.*