Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
Market open · Delayed intraday data · 1:10 PM ET
Last update: Aug 13, 2026, 1:03 PM ETMarket open·32 changes confirmed today
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Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: Cloudflare rose 2.92% to $320.54, driven by continued momentum from its Q2 earnings beat (revenue $696.1M, +36% YoY; adjusted EPS $0.29 vs. estimates) and raised full-year guidance, according to Yahoo Finance and Seeking Alpha. The move was also supported by Ark Invest's aggressive accumulation of roughly $18.1 million in shares during recent pullbacks, and completion of its $2.175 billion convertible note offering, which removed execution risk.
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
Earnings call details and analyst commentary on Q3 guidance; next earnings date scheduled for 2026-10-29 (consensus EPS estimate $0.32).
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: Cisco reported Q4 fiscal 2026 earnings late August 12 with record $17.3B revenue (18% YoY growth) and $1.22 non-GAAP EPS, both beating consensus, plus $4B in AI infrastructure orders for the quarter. However, non-GAAP gross margins compressed 210 basis points year-over-year due to higher memory costs and a hardware-heavy product mix, triggering profit-taking that drove shares down 8.12% to $113.82 by early intraday trading on August 13 (Reuters).
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
Cisco's fiscal 2027 guidance and margin outlook, expected in the earnings call; monitor whether management signals margin stabilization or continued compression.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: The Benchmark Company initiated coverage of ALGM with a Buy rating and $60 price target, citing strong growth prospects in automotive and power semiconductor markets. The stock climbed 7.25% to $45.55, building on momentum from late-July Q1 fiscal 2027 earnings beats and rising AI data center demand (per web catalyst synthesis).
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
ALGM earnings scheduled for 2026-10-29 (consensus EPS estimate $0.25); monitor for any updates on AI data center design wins and automotive segment demand.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: Micron stock rallied +4.76% to $954.67 on sustained AI infrastructure spending momentum and strong high-bandwidth memory demand from hyperscalers and data centers, according to market analysis of sector sentiment. The move reflects continued buyer interest in Micron's positioning within the AI chipset cycle, with analyst projections of tight supply through 2027 supporting the rebound following earlier sector volatility. Volume of 13.5M shares traded at 1.34x the time-adjusted average, consistent with normal intraday patterns.
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
MU earnings on 2026-09-22 (consensus EPS $31.33) and any updates on share repurchase execution; monitor high-bandwidth memory pricing trends and hyperscaler capex guidance from peers.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation ×2
Intraday updates2 updates
1:00 PM ETLATESTValuation✓ High confidence
Western Digital rose 10.12% to $500.07 as the memory and data-storage chip sector rallied on surging demand for high-capacity hard disk drives and NAND flash in AI and cloud infrastructure, according to market analysis cited by finance.yahoo.com. Volume reached 3.75M shares (1.51x normal for this time of day), reflecting broad momentum in storage hardware alongside peers like Micron.
11:00 AM ETValuation✓ High confidence
Western Digital rose 6.97% to $485.75 intraday, driven by catalyst(s) cited by Google's AI Overview on finance.yahoo.com today. Volume of 1.83M shares traded at 1.47x the historical average for this point in the session, indicating above-normal participation.
What's next
What to watch
WDC earnings release on 2026-10-29 (consensus EPS estimate: $3.76); monitor for management commentary on HDD/NAND demand trends and supply-demand conditions in AI-driven infrastructure.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: Compass (COMP) rose 2.95% to $13.11, extending gains from its strong Q2 2026 earnings report released in early August, where revenue of $4.31 billion beat consensus estimates (finance.yahoo.com, barrons.com). Positive analyst sentiment and sustained strength in high-end luxury real estate inquiries have continued to support momentum. Volume of 4.07M shares ran at 0.75x normal for this time of session.
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
COMP earnings scheduled for 2026-11-03 (consensus EPS estimate: $0.07); monitor Q3 guidance and any updates on agent growth or transaction volume trends.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: FormFactor shares rose 5.04% to $135.25, driven by positive spillover sentiment from peer Aehr Test Systems's $22 million AI-related production order, which signals robust high-bandwidth memory chip testing demand across the sector. The move also reflects continued investor momentum from FormFactor's Q2 results (31.9% YoY revenue growth, $1 billion run rate) and recent manufacturing expansion efforts including a Keystone Microtech partnership in Taiwan. Volume of 438,742 shares was below average for this point in the session.
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
FormFactor earnings release on November 4, 2026; monitor for updated guidance on AI-driven testing volumes and manufacturing capacity utilization.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: Global Payments rose 2.50% to $90.74 following positive momentum from second-quarter 2026 earnings results, strong cash flow generation, and reaffirmed shareholder commitments including a $0.25 quarterly dividend approved for September 25 payout. The move reflects investor confidence in the company's execution and strategic focus on pure-play merchant commerce solutions, despite lingering travel-related macro headwinds. Volume of 757,401 shares traded 150 minutes into the session ran below average at 0.58x typical intraday pace.
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
GPN earnings scheduled for November 3, 2026 (consensus EPS estimate: $3.60); watch for any updates to 2026 full-year guidance and commentary on macro travel-related headwinds affecting merchant transaction volumes.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation▤ Research available →
What changed: Credo Technology Group (CRDO) rose 5.49% to $282.88, driven by sustained investor enthusiasm for AI infrastructure and data center interconnect demand. According to MarketWatch and Yahoo Finance coverage, the rally reflects continued strong demand for the company's optical, electrical Ethernet, and high-speed SerDes products serving hyperscaler AI operators, alongside broader positive sentiment in semiconductor and AI hardware sectors. Volume of 1.45M shares ran 1.16x the historical average, indicating above-normal interest.
Detected Aug 13, 1:00 PM ET
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Changes History →Related research: Credo (CRDO) Stock Jump: The OmniConnect 'Memory Wall' Pitch and a Sector Melt-Up →
What's next
What to watch
CRDO earnings release on September 2, 2026; watch for any guidance on AI-driven revenue sustainability and hyperscaler customer concentration.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation
What changed: Jabil Inc. (JBL) rose 2.11% to $373.88 following a UBS upgrade to 'Buy' with a $430 price target, citing a multi-year growth cycle driven by surging AI data center demand from Amazon, Meta, and Google. UBS projected a 50% jump in Jabil's AI-related revenue, highlighting the company's infrastructure, automation, and cloud data center manufacturing capabilities. Volume remained below average at 0.69x the expected level 90 minutes into the session.
Detected Aug 13, 1:00 PM ET
Changes History →What's next
What to watch
JBL earnings scheduled for 2026-09-24; consensus EPS estimate is $4.05. Monitor for any updates to AI revenue guidance or data center customer commentary.
Market open - Last update: Aug 13, 2026, 1:00 PM ET
📊Valuation ×2
Intraday updates2 updates
1:00 PM ETLATESTValuation✓ High confidence
Coherent reported a fiscal Q4 earnings beat (adjusted EPS $1.74 vs. $1.62 expected) and issued strong Q1 guidance, yet shares fell 3.99% to $341.44 in a "sell-the-news" reaction (investing.com). Volume surged to 4.38x the time-adjusted average, reflecting profit-taking after a significant pre-earnings rally that had priced in high expectations.
10:30 AM ETValuation✓ High confidence
Coherent, Inc. moved -1.81% intraday from $355.64 to $349.21. Coherent Corp. stock is down following its fiscal fourth-quarter earnings release, where a strong earnings and revenue beat alongside upbeat Q1 guidance was overshadowed by lingering investor anxieties regarding cash flow dynamics, high capital expenditures, and profit-taking following an aggressive prior run-up. Key Factors Behind the Dip - "Sell the News" Reaction: The stock faced a classic post-earnings pullback despite beating consensus estimates for Q4 and issuing positive guidance, as the stellar numbers were largely priced in after a massive rally. - Margin and Cash Flow Concerns: Investors remain cautious about ongoing cash burn and margin dynamics required to rapidly scale high-speed AI data center transceivers. - Valuation Pressures: High-flying AI infrastructure and optical component plays have experienced heightened sensitivity to valuation multiples, leading to short-term profit-taking. If you'd like, I can provide: - A breakdown of the Q4 financial metrics and guidance numbers - Details on analyst price targets for the stock Let me know how you'd like to proceed.
What's next
What to watch
Monitor for any analyst commentary on the Q4 results and revised price targets; track whether volume normalizes and support holds near the 30-day lows.
Latest research
View all research →In-depth equity research from the BestStocks desk — earnings breakdowns, valuation deep dives, and sector analysis behind the changes we detect.
AI InfrastructureAugust 13, 2026 · 10 min read
Cerebras (CBRS) Stock Slides After Q2: GAAP Revenue Misses as Core Revenue Beats
Cerebras Systems fell about 12% intraday to ~$231 after Q2 results. The GAAP headline — a $450.5 million net loss and a $2.98 loss per share — is roughly 84% stock-based compensation, and on core metrics the company beat with revenue up 103% and a raised full-year guide. It sold off anyway: the stock had run up 11.6% into the print, GAAP revenue missed with hardware revenue down 23% year over year, and concentration and a ~53-55x valuation went unresolved while a selected set of AI-hardware peers rallied.
CBRSRead →
EnergyAugust 12, 2026 · 11 min read
Fervo Energy (FRVO) Stock Drops 16.6% as 2027 Revenue Outlook Flags Curtailment Risk
Fervo Energy closed down 16.6% at $20.16 after its first full quarter as a public company. The headline was a 415% EPS surprise, but on $113,000 of revenue that percentage is uninformative — what repriced the stock was Fervo's first 2027 revenue outlook of $60-80 million (explicitly not formal guidance) and the transmission-curtailment risk attached to it, set against $850-900 million of second-half capex. The stock round-tripped from +8.4% intraday to a 16.6% loss while Bloom Energy rose 12% and Ormat barely moved.
FRVORead →
AI InfrastructureAugust 12, 2026 · 12 min read
CoreWeave (CRWV) Stock Jumps 18% After Q2 Margin Recovery, $104B Backlog
CoreWeave jumped about 18% to ~$107 after second-quarter revenue rose 112% to $2.58 billion with a $104 billion committed-contract backlog. The revenue beat was under 1%, so the weight fell on the margin trajectory: adjusted operating margin recovered to 5% from the 1% Q1 trough, though the slide began earlier — it ran 16% in Q2 2025 and 6% by Q4 2025. The counterweight is the balance sheet: $9.4B of capex in the quarter against $35-39B guided for 2026, $35.07B of debt plus $16.54B of leases, and $640M of quarterly interest against $128M of adjusted operating income.
CRWVRead →
AI InfrastructureAugust 12, 2026 · 8 min read
Credo (CRDO) Stock Jump: The OmniConnect 'Memory Wall' Pitch and a Sector Melt-Up
Credo Technology jumped ~8.5% to ~$269 as it announced plans to contribute its OmniConnect 'Scale-In' interconnect to the Open Compute Project, targeting the AI-inference 'memory wall.' But the day was mostly a broad AI-datacenter rally — CoreWeave +18%, Ciena +12%, Astera +7.5% — that Credo rode more than led, on below-average volume. Revenue tripled last year, but the stock is up ~87% YTD and has nearly caught its average target ahead of Sept 1 earnings.
CRDORead →
AI InfrastructureAugust 12, 2026 · 8 min read
Lumentum (LITE) Stock Jump: The Optical AI Blowout That Lit Up the Group
Lumentum jumped ~6% to ~$871 after a fiscal Q4 blowout: revenue $1.01B (+109% YoY), non-GAAP EPS $3.23, and a fiscal-Q1 guide raised to ~130% YoY growth on AI data-center optics. The print lit up the whole optical complex — Ciena +10%, Fabrinet +9%, Coherent +4% — but LITE gapped up ~12% at the open and faded to +6% on heavy volume. A durable AI-optics leader, or a lot already in the price?
LITERead →
AI InfrastructureAugust 11, 2026 · 9 min read
Onto Innovation (ONTO) Stock Jump: The $720M Rigaku X-Ray Stake, Explained
Onto Innovation jumped ~6% after an August 10 8-K disclosed the closing of its ~$720 million acquisition of a 27% strategic stake in X-ray process-control maker Rigaku — days after a record Q2 (revenue $343M, +35% YoY) and a raised ~80% advanced-packaging growth outlook. The move rode a firm metrology tape on below-average volume. A deepening AI-packaging moat, or a rich stock pricing in a lot?
ONTORead →