Price $30.79 → $20.53

Mkt Cap $12.3B

P/E 15.0x

7 Days ▼ 33.2%

30 Days ▼ 30.9%

6 Months ▼ 55.2%

Supermicro's co-founder was indicted for conspiring to smuggle $2.5 billion in restricted Nvidia AI servers to China, triggering the stock collapse.

Price $167.37 → $146.02

Mkt Cap $49.5B

P/E 67.0x

7 Days ▼ 8.1%

30 Days ▼ 14.4%

6 Months ▼ 30.9%

VST dropped 12.8% despite recent investment-grade upgrades and bullish analyst ratings, likely due to profit-taking after strong nuclear/AI power demand rally.

Price $316.47 → $281.99

Mkt Cap $102.1B

P/E 38.2x

7 Days ▼ 6.6%

30 Days ▼ 4.1%

6 Months ▼ 14.8%

CEG fell 10.9% amid broader market decline and investor concern over its $5 billion natural gas asset sale requirement.

Price $26.20 → $23.59

Mkt Cap $7.5B

P/E 13.9x

7 Days ▼ 19.5%

30 Days ▼ 19.9%

6 Months ▼ 30.6%

Bank of America downgraded Mosaic to Neutral, citing margin pressures in the phosphate fertilizer market, overshadowing geopolitical supply benefits.

Price $161.40 → $145.80

Mkt Cap $31.0B

P/E 36.4x

7 Days ▼ 4.6%

30 Days ▼ 14.8%

6 Months ▼ 11.3%

The 9.7% decline likely reflects broader market risk-off sentiment from Middle East tensions and elevated oil prices, compounded by NRG's recent sector underperformance.

Price $772.09 → $709.71

Mkt Cap $104.8B

P/E N/A

7 Days ▲ 7.3%

30 Days ▲ 18.2%

6 Months ▲ 594.4%

Sandisk declined 8.1% today following profit-taking after a 25% weekly surge, amid concerns about valuation sustainability in the memory sector.

Price $316.93 → $293.10

Mkt Cap $100.2B

P/E 27.7x

7 Days ▲ 7.6%

30 Days ▼ 1.2%

6 Months ▲ 174.9%

WDC fell alongside semiconductor peers after Super Micro Computer's AI chip smuggling charges raised broader export control concerns affecting the sector.

Price $412.58 → $383.89

Mkt Cap $54.3B

P/E 244.5x

7 Days ▲ 13.8%

30 Days ▲ 23.5%

6 Months ▲ 177.4%

Ciena fell 7.0% likely due to broader semiconductor sector weakness, as the Dow declined Friday with tech stocks like Nvidia and Super Micro selling off significantly.

Price $133.08 → $124.58

Mkt Cap $106.9B

P/E 68.1x

7 Days ▼ 3.5%

30 Days ▼ 5.6%

6 Months ▲ 56.6%

Middle East geopolitical tensions sparked inflation and recession concerns, causing broad market selloff affecting Corning alongside other stocks.

Price $1444.60 → $1356.75

Mkt Cap $47.9B

P/E 46.9x

7 Days ▼ 0.6%

30 Days ▲ 2.8%

6 Months ▲ 70.1%

FIX declined 6.1% amid broader market selloff driven by Middle East geopolitical tensions raising inflation and recession concerns.

Price $144.00 → $136.00

Mkt Cap $29.3B

P/E N/A

7 Days ▼ 2.5%

30 Days ▼ 10.0%

6 Months ▼ 6.1%

Artisan Small Cap Fund's sale of Insmed citing valuation concerns likely triggered the 5.6% decline despite positive Brensocatib approval and BofA price target raise.

Price $434.60 → $411.23

Mkt Cap $92.1B

P/E 46.5x

7 Days ▲ 7.2%

30 Days ▼ 3.0%

6 Months ▲ 85.9%

Super Micro Computer executive charged with smuggling AI chips to China triggered sector-wide selloff, pulling Seagate stock down 5.4%.

Price $104.94 → $99.61

Mkt Cap $29.5B

P/E 203.3x

7 Days ▼ 6.8%

30 Days ▼ 5.9%

6 Months ▼ 0.3%

Iron Mountain declined 5.1% likely due to profit-taking after a 29.3% three-month rally, despite ongoing data center expansion and analyst optimism.

Price $46.18 → $43.87

Mkt Cap $219.1B

P/E N/A

7 Days ▼ 4.2%

30 Days ▼ 3.5%

6 Months ▲ 48.3%

Intel likely fell 5% as investors rotated into competing AI growth stocks like Nvidia, viewing Intel as disadvantaged in the AI chip market race.