Jul. 22 at 1:34 PM
Biggest Movers Today
Gainers
$SMCI +15% — Raised Q4 gross margin outlook to 15%-17% vs. prior 8.2%-8.4%. The company reported
$60B+ in new Q4 orders and record backlog, showing strong AI server demand and improving margins.
$OKLO +4%, XE +3% — Advanced nuclear stocks moved higher after reports of participation in a
$200M U.S. program supporting faster nuclear deployment for AI data centers. AI power demand remains a major long-term theme.
$RKLB +4% — Won a
$266M U.S. government contract for 12 suborbital launches, with options for 6 more through 2028, strengthening its defense and space backlog.
Losers
$PEGA -15% — Missed earnings and revenue estimates as AI uncertainty delayed enterprise software spending.
$DYN -10% — Fell after a
$375M stock offering, with investors reacting to dilution concerns.
Today's market continues rewarding AI infrastructure, power, and space themes while pressuring companies facing slower demand or dilution risks.
