AI stock movers today

The biggest gainers and losers across 34 AI semiconductor, optical, memory and neocloud names, with what the market sentiment score made of them. Updated 29 August 2026.

Prices as of 2026-08-29 03:16 UTC. Updates live in your browser.

Complex sentiment
38 · Neutral
Advancing
0
Declining
33
Complex cap
$15.72T

Biggest gainers

NamePrice1DMarket sentiment
SanDisk
SNDK · Memory & storage
$1,484.98 +0.00%
37
Micron Technology
MU · Memory & storage
$932.86 -0.27%
45
Qualcomm
QCOM · AI chips
$164.19 -0.36%
59
Western Digital
WDC · Memory & storage
$459.45 -0.55%
45
Broadcom
AVGO · AI chips
$368.79 -0.74%
41
Cadence Design Systems
CDNS · Equipment & EDA
$340.39 -2.06%
57
Seagate Technology
STX · Memory & storage
$829.76 -2.06%
33
ASML Holding
ASML · Equipment & EDA
$1,696.16 -2.24%
29

Biggest decliners

NamePrice1DMarket sentiment
IREN Limited
IREN · Neoclouds
$35.45 -12.53%
10
Marvell Technology
MRVL · Optical & networking
$216.62 -10.28%
9
Cipher Mining
CIFR · Neoclouds
$15.17 -9.54%
22
Applied Digital
APLD · Neoclouds
$25.34 -7.65%
15
TeraWulf
WULF · Neoclouds
$15.35 -6.91%
24
Lumentum
LITE · Optical & networking
$895.00 -6.39%
52
Arm Holdings
ARM · AI chips
$239.05 -6.33%
26
Coherent
COHR · Optical & networking
$279.20 -5.48%
24
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Segment sentiment, last 20 sessions

Each line is one segment's cap-weighted market sentiment. Where the lines diverge, one part of the supply chain is repricing on its own; where they move together, it is a broad move in AI infrastructure and the individual scores tell you less.

AI chips 38 -17
Optical & networking 36 -16
Memory & storage 43 -8
Neoclouds 25 -26
Equipment & EDA 36 -22
Power & systems 42 -11

30 Jul to 28 Aug. Each panel shares one 0-100 scale, with the other five segments behind it in grey.

Memory & storage has moved furthest over the window at -8, Neoclouds least at -26. Trading sessions only, so each step is one market day against the one before it.

Leading the group

Five-day move against the cap-weighted move of the whole complex. In a week where everything rises, this is what separates a leader from a stock floating on the tide.

NamePrice1DMarket sentimentvs complex
Synopsys
SNPS · Equipment & EDA
$442.61 -4.79%
47
+11.77%
Cadence Design Systems
CDNS · Equipment & EDA
$340.39 -2.06%
57
+7.23%
Arista Networks
ANET · Optical & networking
$195.38 -2.84%
57
+4.10%
Lumentum
LITE · Optical & networking
$895.00 -6.39%
52
+3.79%
Dell Technologies
DELL · Power & systems
$456.24 -3.39%
53
+3.73%
Qualcomm
QCOM · AI chips
$164.19 -0.36%
59
+2.67%

Lagging the group

NamePrice1DMarket sentimentvs complex
IREN Limited
IREN · Neoclouds
$35.45 -12.53%
10
-14.82%
Marvell Technology
MRVL · Optical & networking
$216.62 -10.28%
9
-8.08%
SanDisk
SNDK · Memory & storage
$1,484.98 +0.00%
37
-6.43%
Applied Digital
APLD · Neoclouds
$25.34 -7.65%
15
-6.34%
Applied Materials
AMAT · Equipment & EDA
$461.67 -4.29%
21
-5.70%
KLA Corporation
KLAC · Equipment & EDA
$175.54 -4.48%
20
-4.06%

Biggest sentiment shifts

Change in score since the previous session. A large shift means several inputs moved at once - momentum, relative strength, trend, volume, volatility or drawdown - not simply that the price did.

NameYesterdayTodayShiftPrice1D
Marvell Technology
MRVL
68 9 -59 $216.62 -10.28%
Coherent
COHR
70 24 -46 $279.20 -5.48%
Ciena
CIEN
61 23 -38 $378.44 -5.35%
Lam Research
LRCX
54 23 -31 $301.90 -5.24%
Monolithic Power Systems
MPWR
51 21 -30 $1,256.26 -4.18%
Arm Holdings
ARM
55 26 -29 $239.05 -6.33%
Lumentum
LITE
80 52 -28 $895.00 -6.39%
Eaton
ETN
53 26 -27 $402.78 -3.19%

Hottest sentiment

NamePrice1DMarket sentiment
Qualcomm
QCOM · AI chips
$164.19 -0.36%
59
Arista Networks
ANET · Optical & networking
$195.38 -2.84%
57
Cadence Design Systems
CDNS · Equipment & EDA
$340.39 -2.06%
57
Dell Technologies
DELL · Power & systems
$456.24 -3.39%
53
Lumentum
LITE · Optical & networking
$895.00 -6.39%
52
Super Micro Computer
SMCI · Power & systems
$37.08 -3.59%
48
Synopsys
SNPS · Equipment & EDA
$442.61 -4.79%
47
Micron Technology
MU · Memory & storage
$932.86 -0.27%
45

Coldest sentiment

Low scores are not automatically opportunities. The score describes behaviour, not value - a name can sit at the bottom of this table for a year and keep going.

NamePrice1DMarket sentiment
Marvell Technology
MRVL · Optical & networking
$216.62 -10.28%
9
IREN Limited
IREN · Neoclouds
$35.45 -12.53%
10
Applied Digital
APLD · Neoclouds
$25.34 -7.65%
15
KLA Corporation
KLAC · Equipment & EDA
$175.54 -4.48%
20
Applied Materials
AMAT · Equipment & EDA
$461.67 -4.29%
21
Monolithic Power Systems
MPWR · AI chips
$1,256.26 -4.18%
21
Cipher Mining
CIFR · Neoclouds
$15.17 -9.54%
22
Lam Research
LRCX · Equipment & EDA
$301.90 -5.24%
23

Latest headlines

SE

IREN: AI Pivot Continues

SE

IREN: Why The Bullish Narrative Still Holds After Earnings

SE

IREN: Patience Is Warranted

SE

IREN's Ugly Quarter Hides The Opportunity

SE

IREN: Bitcoin-To-Neocloud Transition Stumbles, Eyeing ARR

BE

Microsoft Runs On It, Nvidia Validates It: IREN CEO Says the Real Edge Is Owning the Entire AI Stack

Common questions

Which AI stocks are up today?

SanDisk (SNDK) +0.00%, Micron Technology (MU) -0.27%, Qualcomm (QCOM) -0.36% lead the AI silicon complex today. 0 of 34 tracked names are advancing.

What is AI chip stock sentiment today?

The market-cap weighted sentiment across 34 AI semiconductor, optical, memory and neocloud stocks is 38 out of 100, reading neutral. The score combines six weighted, price-based inputs: momentum, relative strength against the group, trend, volume, volatility and drawdown.

Which AI stocks are falling the most today?

IREN Limited (IREN) at -12.53%, Marvell Technology (MRVL) at -10.28%, Cipher Mining (CIFR) at -9.54%. 33 of 34 tracked names are declining.

How often is this page updated?

Every weekday evening after the US close, and prices refresh live in your browser while markets are open.

Go deeper

Segments
Which part of the chain moved
X mentions
What is being posted about
All 34 stocks
The full board

Market data and information only, not investment advice. Prices may be delayed.