🗓️ Weekly Gainers & Losers — Aug 28, 2026

📊 Weekly Movers — 08/21 – 08/27

83/84 tickers with data

• 🟢 CRM (Software) +20.5% — $252.05 — FQ2 earnings (Aug 26) beat across the board + raise; Agentforce ARR crossed $1B, total AI ARR +200% YoY; adj EPS $5.90 vs $3.27 consensus
• 🟢 CRWD (Software) +18.8% — $227.96 — FQ2 FY27 beat + Q3/full-year guidance raise; accelerating demand for AI-native security platform
• 🟢 SNPS (EDA) +16.8% — $464.89 — Q3 FY26 record revenue, EPS $3.91 beat, guidance raised; AI-driven advanced design activity
• 🟢 SMTC (Networking / Optical) +14.8% — $142.43 — FQ2 FY27 crushed: record rev $341.9M (+33% YoY), EPS $0.71, record Q3 guide $405-415M
• 🟢 FTNT (Software) +12.6% — $172.78 — Raised FY2026 guidance (~19% growth); firewall refresh + SASE/secure-AI demand; cyber complex bid on CRWD beat
• 🟢 LITE (Networking / Optical) +10.3% — $956.14 — AI datacenter optical strength; 800G/1.6T momentum into earnings
• 🟢 CDNS (EDA) +8.9% — $347.55 — AI/ML chip design complexity driving EDA demand; sector bid after SNPS beat
• 🟢 BE (Industrial / Heavy Equipment) +8.1% — $217.83 — Solid fuel cell momentum; hydrogen/electrolyzer order news
• 🟢 NOW (Software) +7.7% — $138.43 — AI agent platform strength; software rebound led by AI-native names
• 🟢 PANW (Software) +7.0% — $382.85 — AI security demand; repriced higher into Sep 1 earnings (corrected — was mislabeled as a loser)

• 🔴 AAOI (Networking / Optical) -9.2% — $113.28 — $600M ATM equity offering (Aug 24) spooked market on dilution despite intact AI optical demand
• 🔴 SNDK (Memory) -7.0% — $1,484.95 — Memory sector de-rating on supply-glut fears; profit-taking after huge 2026 run
• 🔴 GFS (Foundry) -3.6% — $46.34 — FQ2 beat overshadowed by in-line Q3 outlook; AI data-center business "early innings"
• 🔴 MU (Memory) -3.2% — $935.39 — Memory selloff sympathetic to SNDK; NAND/HBM pricing momentum fading at margin
• 🔴 MKSI (Semi Equipment) -2.9% — $270.99 — Soft semi-cap equipment tape; profit-taking after strong run
• 🔴 AMAT (Semi Equipment) -2.0% — $482.36 — Semi-cap consolidation; WFE spending concerns into October earnings
• 🔴 Q (Materials / Supply Chain) -2.0% — $126.35 — Materials/supply chain pullback; semiconductor materials de-rate
• 🔴 ASML (Semi Equipment) -1.6% — $1,735.01 — EUV names gave back gains; export-control headlines overhang
• 🔴 NVMI (Semi Equipment) -1.6% — $370.92 — Process-control equipment normalized; profit-taking after 2026 run
• 🔴 TME (Consumer / Media) -1.6% — $8.66 — Consumer/media soft tape; China tech consolidation

• 🟢 AI / Accelerators — avg +5.4%
• 🟢 Analog / Power / Industrial — avg +1.8%
• 🟢 Big Tech / Platforms — avg +2.1%
• 🟢 Consumer / Media — avg +0.9%
• 🟢 CPU — avg +2.6%
• 🟢 EDA — avg +16.8%
• 🔴 Foundry — avg -1.2%
• 🟢 Hardware / OEM — avg +3.4%
• 🟢 Industrial / Heavy Equipment — avg +1.9%
• 🟢 Materials / Supply Chain — avg +1.1%
• 🔴 Memory — avg -3.5%
• 🟢 Mobile / Wireless — avg +0.7%
• 🟢 Neocloud — avg +2.2%
• 🟢 Networking / Optical — avg +3.8%
• 🟢 Software — avg +8.9%