The market's most-watched companies — megacap tech, AI, energy, and the names leading the conversation.
Friday, Sep 18 session · data delayed
Gainers
Largest moves among the large-cap names Bellwize covers — not a market-wide list.
Stocks
AMD Crosses $1 Trillion for the First Time as Meta's Muse Sparks a Chip RallyThe chipmaker touched a $1 trillion valuation in Monday afternoon trading, fronting a semiconductor surge tied to demand for the server processors that run Meta's new AI agent.
Sep 21, 2026, 1:42 PM ET
Stocks
Coinbase Rallies Nearly 12% as Bitcoin Reclaims $80,000The largest U.S. crypto exchange led digital-asset stocks higher on Friday after a burst of short covering pushed bitcoin back above $80,000.
Sep 21, 2026, 9:14 AM ET
Stocks
Wells Fargo Downgrades Netflix, Citing a Weaker Slate and Softer ViewingNetflix fell about 5% in afternoon trading Friday after Wells Fargo cut the streaming stock to underweight and set a $57 target, its fourth straight losing session.
Sep 18, 2026, 1:44 PM ET
Stocks
Arm Jumps 8.6% as CEO Says Supply Can Meet $2 Billion in Chip DemandArm shares rose 8.6% Thursday after CEO Rene Haas told CNBC the company can now secure enough manufacturing to fill the $2 billion in orders it has flagged for its AGI CPU data-center chip.
Sep 18, 2026, 9:12 AM ET
Stocks
Salesforce Raises Its 2030 Revenue Target to $63 Billion as Its Stock SlidesThe software company used its Dreamforce investor day to lift its fiscal-2030 sales goal above Wall Street's estimates, but shares have fallen for a second day as a Federal Reserve rate hike weighs on high-priced software names.
Sep 17, 2026, 1:39 PM ET
Stocks
Occidental Leads an Energy Selloff as Crude Prices RetreatOccidental fell 6.5% on Wednesday as oil prices slid, part of a broad decline in exploration-and-production shares with no company-specific news behind it.
Sep 17, 2026, 9:18 AM ET
Stocks
Intel Rises on a Report SK Hynix Is in Talks to Make Memory Chips in the USReuters reported the two chipmakers are discussing US memory production for the first time, possibly at Intel's underused Ohio site, and Intel shares gained in Wednesday trading.
Sep 16, 2026, 1:42 PM ET
Stocks
Coinbase Falls 10% as the Senate Stalls a Crypto Market-Structure BillA procedural vote in the Senate blocked the CLARITY Act from reaching the floor on Tuesday, and crypto-exposed shares sold off, with Coinbase down 10.10%.
Sep 16, 2026, 9:12 AM ET
Stocks
GE Vernova Steadies After 8.6% Slide as Analysts Divide Over Its Power BoomA day after a new Street-low Sell rating knocked GE Vernova down 8.6%, the shares steadied as fresh turbine orders and a bull's rebuttal drew the other side of the debate.
Sep 15, 2026, 1:37 PM ET
Stocks
CrowdStrike Hits a Three-Month High as AI Warnings Push Money Into CyberA weekend call from AI-lab leaders to slow development sent investors into security software on Monday, lifting CrowdStrike 13.85% and Palo Alto Networks 13.09% even as chip stocks fell.
Sep 15, 2026, 9:22 AM ET
Stocks
Dell Hits a Record High After RBC Starts Coverage With a $640 TargetAn RBC Capital Markets initiation lifted Dell nearly 12% on Friday, extending a year in which the stock has roughly quadrupled on AI server demand.
Sep 14, 2026, 9:12 AM ET
Stocks
Apple Climbs Into Its iPhone 18 Pre-Order Weekend, the First Under CEO John TernusApple shares rose more than 2% in Friday afternoon trading, extending a two-day gain ahead of Saturday's iPhone 18 Pro pre-orders and the first product launch since John Ternus became chief executive.
Sep 11, 2026, 1:45 PM ET
Stocks
Nvidia Slides as a New Palantir Pact Runs Into a Justice Department ProbeThe chipmaker unveiled a supply-chain AI partnership with Palantir on Thursday, but its shares fell about 2% in afternoon trading after reports that the Justice Department is examining its licensing deal with the startup Groq.
Sep 10, 2026, 1:42 PM ET
Stocks
Vertiv Drops 9.6% as Money Leaves the AI Data-Center TradeVertiv fell 9.6% Wednesday to $262.89 on more than double its usual volume, with no company news, as investors pulled back from the high-priced data-center infrastructure names that led the market higher.
Sep 10, 2026, 9:13 AM ET
Stocks
Meta Climbs on Its Muse AI Agent as the Broader Market FallsThe stock rose as much as 7% in Wednesday trading, bucking a broad selloff, after Meta launched a consumer AI agent with paid subscription tiers that Wall Street read as the start of a new product cycle.
Sep 9, 2026, 1:40 PM ET
Stocks
Amgen Falls 10% After a Rival's Cholesterol Trial Misses Its GoalA failed late-stage study of a competing lipoprotein(a) drug from Novartis raised doubts about Amgen's own cholesterol program and drove one of its worst days in years.
Sep 9, 2026, 9:18 AM ET
Stocks
Intel Rallies After a Foundry Milestone and an Analyst UpgradeThe chipmaker's stock rose in Tuesday trading after it said it had crossed one million wafers on next-generation lithography and won a Wall Street upgrade, with a report of another price increase adding to the case.
Sep 8, 2026, 1:45 PM ET
Stocks
Micron Closes Above $1,000 as Firmer Memory Prices Lift the GroupMicron rose 6.1% on Friday to close at $1,016.59, its first finish above $1,000, as stronger DRAM pricing expectations and AI data-center demand lifted memory shares on a down day for the market.
Sep 8, 2026, 9:11 AM ET
Stocks
Adobe Names Anil Chakravarthy Its Next CEO as Shares Slide 6.7%Adobe will hand its top job to an enterprise-software executive on December 1, and investors sent the stock down 6.7% on Friday, days before quarterly earnings.
Sep 7, 2026, 9:11 AM ET
Stocks
Apple Rises on John Ternus's First Day as Chief ExecutiveShares gained ground in afternoon trading as the long-planned handoff from Tim Cook took effect, even as a bond-market selloff pushed the broader tape lower.
Sep 1, 2026, 1:38 PM ET
Stocks
Tesla Jumps 5.5% Ahead of Its Cybercab Robotaxi LaunchTesla rose 5.5% on Monday as investors positioned for a September 3 Cybercab event in Austin, capping a month of momentum for the company's self-driving plans.
Sep 1, 2026, 9:17 AM ET
Stocks
Eli Lilly Slips as It Buys Merida Biosciences in a $2.9 Billion Autoimmune DealLilly agreed to pay up to $2.88 billion in cash for a private biotech developing antibody therapies for autoimmune and allergic disease, and its shares eased in afternoon trading.
Aug 31, 2026, 1:37 PM ET
Stocks
Strategy Falls 7% as Bitcoin Slides on a Hawkish Fed SignalStrategy, the bitcoin-holding company once known as MicroStrategy, dropped more than 7% on Friday after a pullback in bitcoin dragged crypto-linked stocks lower.
Aug 31, 2026, 9:15 AM ET
Stocks
PayPal Sinks 12% as a Reported $53 Billion Takeover Effort Falls ApartA group led by Stripe and Advent walked away from a reported bid for PayPal, and the stock gave back the premium that deal talk had built since July.
Aug 28, 2026, 1:50 PM ET
Stocks
Arm Rises as IBM Builds a Mainframe Chip Around Its ArchitectureArm Holdings gained 3.93% Wednesday, extending a rally built on IBM's new dual-architecture mainframe processor and a round of raised price targets.
Aug 27, 2026, 9:16 AM ET
Stocks
Schwab Slides as Vanguard Buys Custody Rival AltruistCharles Schwab fell about 3% in Tuesday afternoon trading after Vanguard agreed to acquire Altruist, a custody platform built for the independent advisers Schwab dominates.
Aug 26, 2026, 1:38 PM ET
Stocks
Super Micro Jumps 9% After Cisco Folds Its Servers Into an AI LineupSuper Micro Computer rose 9.4% Tuesday after Cisco said it would sell the company's liquid- and air-cooled AI systems as part of its data-center portfolio.
Aug 26, 2026, 9:26 AM ET
Stocks
AMD Rallies After Raymond James Upgrade to Strong BuyAdvanced Micro Devices rose about 4% in Tuesday afternoon trading after Raymond James lifted its rating to Strong Buy, a day after chip stocks fell ahead of Nvidia's earnings.
Aug 25, 2026, 1:45 PM ET
Stocks
Micron Leads Memory Stocks Lower as Traders Brace for Nvidia's EarningsMicron closed Monday at $910.43, down 5.8%, the worst performer among the big memory names as investors trimmed chip positions two days before Nvidia reports.
Aug 25, 2026, 9:35 AM ET
Stocks
Nvidia Eases as Traders Trim Chip Bets Two Days Before Its EarningsNvidia traded near $210 on Monday, down from Friday's close, as semiconductor stocks pulled back ahead of the company's quarterly report on Wednesday.
Aug 24, 2026, 1:38 PM ET
Stocks
Coinbase Rises 8.2% as Bitcoin Tops $77,000 and Washington Weighs Crypto RulesCoinbase Global climbed 8.2% Friday to $186.49 as bitcoin broke above $77,000 and President Trump used a White House meeting to press Congress on crypto market-structure legislation.
Aug 24, 2026, 9:12 AM ET
Stocks
Tesla Climbs as Nevada Clears It for Up to 5,000 RobotaxisNevada regulators replaced a 10-vehicle cap with room for as many as 5,000 paid robotaxis, and Tesla shares rose more than 5% in Friday trading.
Aug 21, 2026, 1:42 PM ET
Stocks
Strategy Rises 7.8% as Bitcoin Reclaims $70,000Strategy jumped 7.8% on Thursday to close at $112.39 as bitcoin surged back above $70,000, lifting the company that holds more of the token than any other public firm even as the broad market fell.
Aug 21, 2026, 9:20 AM ET
Stocks
Merck Surges 12.6% After Its Cancer Vaccine With Moderna Clears a Phase 3 TrialMerck jumped to the top of its three-month range after a late-stage melanoma study of its personalized mRNA vaccine met its main goal.
Aug 20, 2026, 9:16 AM ET
Stocks
GE Vernova Falls 6.9% as Rising Bond Yields Pressure a Record-High RallyGE Vernova dropped 6.9% on Tuesday to close at $1,004.53, giving back part of a long rally as climbing Treasury yields and a broad selloff hit high-priced growth stocks.
Aug 19, 2026, 9:15 AM ET
Stocks
ServiceNow Falls 5% as an Anthropic Revenue Report Rattles Software StocksServiceNow dropped 5.1% on Monday to close at $117.70, as enterprise-software shares sold off after a report put Anthropic's quarterly revenue above $11.5 billion.
Aug 18, 2026, 9:24 AM ET
Stocks
Micron Jumps as Washington Presses Companies Away From Chinese MemoryMicron rose about 5% in afternoon trading Monday after Commerce Secretary Howard Lutnick said U.S. companies should not buy Chinese memory chips, extending an AI-driven run in memory prices.
Aug 17, 2026, 1:40 PM ET
Stocks
AMD Climbs 6.5% After Its Biggest Bond Sale YetAdvanced Micro Devices priced $4.75 billion of new notes this week, its largest debt offering on record, and the stock rose 6.5% on Friday as chip shares rallied.
Aug 17, 2026, 9:40 AM ET
Stocks
Netflix Rallies as Ackman's Pershing Square Buys Back InNetflix climbed to around $77 in Thursday trading after Bill Ackman's Pershing Square disclosed a new position, the fund's first in the streaming company since a costly 2022 exit.
Aug 13, 2026, 1:52 PM ET
Stocks
Honeywell Falls 5.3% After a Cautious Read on Its GrowthHoneywell dropped to $230.12 on Tuesday after management struck a wary tone on forward growth at a Deutsche Bank industrials conference, with no earnings behind the move.
Aug 12, 2026, 9:14 AM ET
Stocks
Phillips 66 Climbs 5.7% as an Oil Surge Lifts Energy StocksPhillips 66 closed above its three-month high on Monday as crude jumped on the Strait of Hormuz standoff, and the refiner cleared a major pipeline hurdle Tuesday morning.
Aug 11, 2026, 9:27 AM ET
Stocks
Intel Slides After Proposing a $15 Billion Stock Sale to Fund Its BuildoutThe chipmaker would issue new common shares to help pay for a capital-spending program it has been enlarging as AI demand climbs. The stock eased in Monday trading.
Aug 10, 2026, 1:42 PM ET
Stocks
Palantir Extends Its Post-Earnings Climb to a New HighShares of the data-analytics company rose 10% on Friday to a three-month high, extending a rally that a fresh Bank of America endorsement and a broad software rebound carried further.
Aug 10, 2026, 9:28 AM ET
Stocks
Dell Technologies Slides 5.4% as an AI-Server Rally CoolsDell gave back part of a two-day sector surge on Thursday, with no company news behind the move and earnings still three weeks away.
Aug 7, 2026, 9:28 AM ET
Stocks
Intel Jumped Nearly 11% Tuesday as a Risk-On Rally Swept Chip StocksIntel rose with almost the entire semiconductor group on Tuesday, a sector-wide move that arrived without fresh company news.
Aug 5, 2026, 9:16 AM ET
Stocks
Oracle Climbs 9% as a Google AI Deal Powers a ReboundThe database company, still down sharply for the year, rose to $141.85 on Monday as a market-wide rally lifted big technology and buyers returned to last week's Google Cloud partnership.
Aug 4, 2026, 9:18 AM ET
Stocks
Boeing Climbs After FAA Certifies the 737 MAX 7The agency issued an amended type certificate for the smallest MAX jet on Monday, closing out a review that ran close to a decade and clearing the way for launch customer Southwest Airlines to eventually take delivery.
Aug 3, 2026, 1:39 PM ET
Stocks
Micron Rebounds 18% as Samsung's Record Quarter Reignites the Memory TradeMicron jumped with the memory group on Thursday after Samsung posted record results and warned the chip shortage would run into 2028, reviving demand confidence.
Jul 31, 2026, 9:12 AM ET
Stocks
Micron Sinks 9% as a Chinese Memory Debut Rattles the Chip TradeMicron fell with the memory group after ChangXin Memory's blockbuster Shanghai listing revived fears of Chinese price competition, days ahead of SK Hynix and the big cloud buyers' results.
Jul 29, 2026, 9:16 AM ET
Stocks
Shopify Rallies 11.5% as Wall Street Rethinks Its AI-Commerce RoleA run of bullish analyst notes on Shopify's place in AI-driven shopping helped lift the stock to its strongest session in weeks, days ahead of its August 5 earnings report.
Jul 28, 2026, 9:20 AM ET
Stocks
Micron Jumps 12% as Memory Chips Snap BackA Bank of America note and a Morgan Stanley call that memory prices have further to run helped storage and memory stocks rebound Tuesday, with Micron out front.
Jul 22, 2026, 9:20 AM ET
Stocks
Oracle Slides to a New Low as Its AI-Infrastructure Debt Draws ScrutinyOracle fell 4.0% on Monday to a fresh 52-week low, extending a monthlong decline built on questions about its debt-funded AI buildout and heavy reliance on OpenAI.
Jul 21, 2026, 9:18 AM ET
Stocks
Super Micro Leads a Broad Chip Selloff as AI-Spending Doubts ResurfaceThe server maker fell more than 8% on Thursday — the steepest drop among the large chip and hardware names Bellwize tracks — as the whole AI-hardware complex sold off together.
Jul 17, 2026, 9:13 AM ET
Stocks
PayPal Jumps 17% on Report of a $53 Billion Buyout Bid From Stripe and AdventShares of the payments company posted one of their best sessions in years after news reports described a takeover approach none of the parties has confirmed.
Jul 16, 2026, 9:09 AM ET
Stocks
Arm Holdings Falls 7.5% as a Memory-Chip Rout Sweeps the Semiconductor SectorThe chip-design company slid on Monday in light-volume trading as a steep drop in Asian memory-chip shares dragged high-valuation semiconductors lower across the board — with no company-specific news from Arm.
Jul 14, 2026, 9:17 AM ET
Stocks
CrowdStrike Falls 5.7% on Friday With No Company News Behind the DropCrowdStrike shares slipped 5.66% Friday in below-average-volume trading, a pullback market commentary tied to profit-taking after a strong run and to lingering volatility from the company's early-July stock split.
Jul 13, 2026, 9:15 AM ET
Stocks
Meta Platforms Caps Its Best Week Since Early 2024 on AI-Strategy OptimismMeta shares rose nearly 6% Friday, closing out their strongest week in more than two years after a run of artificial-intelligence product launches.
Jul 12, 2026, 4:34 PM ET
Price, trend, and Bellwize coverage for every large-cap name on our list.
