Insight Guru Inc.

08/13/2026 | Press release | Distributed by Public on 08/13/2026 00:32

S&P 500 Movers | Winners: SMCI, LITE, CIEN | Losers: TPL, COR, FSLR

Beneath a quiet surface for the major indexes, a few stocks are showing sustained strength and weakness over weeks.

Super Micro Computer (SMCI) was the strongest S&P 500 stock of the day, returning +19.0% in a session where the broader index was nearly flat. The S&P 500 returned +0.3% while the Dow Jones Industrial Average returned 0.0%.

The day's most dramatic moves are not isolated events. They are continuations of trends that have been forming for weeks, both on the upside and the downside. The day's full leaderboards follow.

Wednesday's S&P 500 Winners

The 10 stocks with the highest returns on the last trading day:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 SMCI Super Micro Computer 19.0% 28.5%
2 LITE Lumentum 13.6% 153.0%
3 CIEN Ciena 11.5% 84.7%
4 DELL Dell Technologies 9.9% 288.4%
5 COHR Coherent 8.2% 92.7%
6 HPE Hewlett Packard Enterprise 8.1% 147.0%
7 STX Seagate Technology 7.0% 219.7%
8 ANET Arista Networks 6.4% 60.7%
9 TER Teradyne 6.1% 108.2%
10 SNDK SanDisk 5.8% 466.3%

Wednesday's S&P 500 Losers

And the 10 stocks with the lowest returns:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 TPL Texas Pacific Land -6.1% 19.7%
2 COR Cencora -5.9% -6.6%
3 FSLR First Solar -5.9% -13.2%
4 AXON Axon Enterprise -5.7% 5.6%
5 CHTR Charter Communications -4.7% -28.0%
6 APP AppLovin -4.7% -54.9%
7 TPR Tapestry -4.2% 21.0%
8 IT Gartner -4.2% -28.9%
9 UBER Uber Technologies -4.0% -7.8%
10 LULU Lululemon Athletica -3.8% -41.8%

Today's biggest moves have been building for weeks.

The theme across time horizons is persistence. Super Micro Computer (SMCI) not only led the daily winners but also appears on the one-month list with a return of +36.0%. The source data notes its strength is "not a one-day event." This performance is set against a backdrop of revenue growth of 56.2% over the last twelve months.

A similar pattern appears among the losers. Texas Pacific Land (TPL) was the weakest stock of the day, returning -6.1%, and its one-month return is -17.6%. The data confirms its weakness "has been building for weeks." The stock trades at 43.7 times trailing earnings.

Movers Over The Last Week

Widening the window to five trading days, these are the strongest and weakest S&P 500 names:

# Ticker Company Name 1-W
Returns
YTD
Returns
1 SMCI Super Micro Computer 24.0% 28.5%
2 ABNB Airbnb 18.1% 32.7%
3 MPC Marathon Petroleum 17.0% 116.0%
4 APA APA 15.3% 67.2%
5 MRNA Moderna 13.2% 115.9%
6 VEEV Veeva Systems 13.1% 8.2%
7 NEM Newmont 13.0% 18.5%
8 LITE Lumentum 12.9% 153.0%
9 PSX Phillips 66 11.4% 77.5%
10 LDOS Leidos 10.7% -21.7%
# Ticker Company Name 1-W
Returns
YTD
Returns
1 TTD Trade Desk -28.9% -64.5%
2 APP AppLovin -27.3% -54.9%
3 HONA Honeywell Aerospace -17.6% n/a
4 DDOG Datadog -14.9% 77.2%
5 WDC Western Digital -12.5% 163.8%
6 TPL Texas Pacific Land -10.2% 19.7%
7 HST Host Hotels & Resorts -9.3% 34.9%
8 VTRS Viatris -8.8% 31.4%
9 DECK Deckers Outdoor -8.2% -12.0%
10 EBAY eBay -8.0% 18.2%

Movers Over The Last Month

And over the last 21 trading days:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 ZBRA Zebra Technologies 45.5% 55.8%
2 SMCI Super Micro Computer 36.0% 28.5%
3 CTSH Cognizant Technology Solutions 35.3% -29.0%
4 IT Gartner 35.0% -28.9%
5 ACN Accenture 33.9% -31.1%
6 LDOS Leidos 31.7% -21.7%
7 GRMN Garmin 28.4% 54.1%
8 MSFT Microsoft 27.9% 2.3%
9 PLTR Palantir Technologies 27.9% -3.8%
10 ABT Abbott Laboratories 25.6% -9.8%
# Ticker Company Name 1-M
Returns
YTD
Returns
1 APP AppLovin -32.3% -54.9%
2 TTD Trade Desk -28.8% -64.5%
3 CHRW C.H. Robinson Worldwide -26.5% -8.1%
4 LII Lennox International -25.2% -12.9%
5 SNDK SanDisk -23.5% 466.3%
6 DVA DaVita -21.9% 59.8%
7 WDC Western Digital -19.4% 163.8%
8 HONA Honeywell Aerospace -19.1% n/a
9 NXPI NXP Semiconductors -17.8% 8.5%
10 TPL Texas Pacific Land -17.6% 19.7%

A movers list is a map of attention, not a set of instructions.

The tables above are a powerful filter for what the market is watching. A large, sudden price change is new information, signaling a shift in expectations or a concentration of risk. It is a starting point for research, never a conclusion.

The disciplined next step is to investigate the business behind the ticker. The full one-week and one-month lists earlier show other names with sustained moves. These lists do not tell you why a stock moved, but they tell you precisely where to start asking.

The next step is never to trade the list; it is to test it. Our Guidance Momentum screen shows which risers have management raising guidance behind them, and our Buy the Dip screen shows which of the fallers still generate the growth and cash that make a recovery plausible.

The Tape Rewards Attention. It Punishes Reaction

Big daily moves pull hard at both greed and fear, and acting on either, day after day, is how most portfolios end up trailing the index they were trying to beat.

The Trefis High Quality (HQ) Portfolio is built for the opposite reflex: about 30 quality businesses screened for the fundamentals that survive volatile stretches, held with rules instead of reactions. It has a track record of outpacing a benchmark that combines the three major indices - the S&P 500, S&P Mid-cap, and Russell 2000. Read the movers daily; trade them rarely.

Insight Guru Inc. published this content on August 13, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on August 13, 2026 at 06:33 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]