08/03/2026 | Press release | Distributed by Public on 08/03/2026 00:49
A day of fresh moves saw major divergence between the market's biggest names, raising questions about momentum.
Amazon.com (AMZN) led the S&P 500 with a +15.3% return on a day the index itself gained +0.7%. The broader market saw modest gains, with the Dow Jones Industrial Average returning +0.5% and the Nasdaq-100 returning +0.6%.
The day's extremes were stark, but the central question is whether they represent new trends or just one-off volatility. The biggest movers tell the story.
Friday'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 | AMZN | Amazon.com | 15.3% | 17.7% |
| 2 | DXCM | DexCom | 12.0% | 25.7% |
| 3 | MPWR | Monolithic Power Systems | 8.3% | 57.9% |
| 4 | ETN | Eaton | 7.3% | 31.1% |
| 5 | GOOG | Alphabet | 6.9% | 13.8% |
| 6 | GOOGL | Alphabet | 6.7% | 13.9% |
| 7 | WY | Weyerhaeuser | 6.5% | 7.5% |
| 8 | VRT | Vertiv | 6.2% | 49.2% |
| 9 | COHR | Coherent | 5.6% | 42.4% |
| 10 | ANET | Arista Networks | 5.5% | 37.6% |
Friday's S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name |
1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | GDDY | GoDaddy | -16.7% | -33.3% |
| 2 | CTVA | Corteva | -11.9% | 18.0% |
| 3 | COIN | Coinbase Global | -10.6% | -35.3% |
| 4 | AAPL | Apple | -7.4% | 13.8% |
| 5 | EIX | Edison International | -6.8% | 27.0% |
| 6 | NXPI | NXP Semiconductors | -6.5% | 6.5% |
| 7 | SYK | Stryker | -6.4% | -6.8% |
| 8 | TROW | T. Rowe Price | -6.3% | 12.1% |
| 9 | LIN | Linde | -5.9% | 12.9% |
| 10 | MU | Micron Technology | -5.9% | 188.5% |
Today's big moves are fresh dislocations.
The data shows no stock appears on both the one-day and one-month leaderboards on the same side today. This suggests the day's extremes are mostly fresh moves rather than continuations of established momentum.
The contrast between the day's bookends is also notable. The top gainer, Amazon.com (AMZN), has a market value of about $2924.6 billion and its revenue grew 15.8% over the last twelve months. The day's weakest name, GoDaddy (GDDY), has a market value of about $10.8 billion.
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 | CTSH | Cognizant Technology Solutions | 21.8% | -32.5% |
| 2 | MSFT | Microsoft | 21.8% | -3.5% |
| 3 | GRMN | Garmin | 20.9% | 46.0% |
| 4 | WDAY | Workday | 18.5% | -25.3% |
| 5 | CHTR | Charter Communications | 17.6% | -30.5% |
| 6 | CMG | Chipotle Mexican Grill | 17.1% | 0.6% |
| 7 | AMZN | Amazon.com | 17.0% | 17.7% |
| 8 | BAX | Baxter International | 16.8% | 37.0% |
| 9 | DXCM | DexCom | 16.6% | 25.7% |
| 10 | REGN | Regeneron Pharmaceuticals | 16.3% | -0.9% |
| # | Ticker | Company Name |
1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | LII | Lennox International | -23.1% | -13.9% |
| 2 | CHRW | C.H. Robinson Worldwide | -20.8% | -7.5% |
| 3 | VRT | Vertiv | -16.8% | 49.2% |
| 4 | SNDK | SanDisk | -15.4% | 411.8% |
| 5 | NXPI | NXP Semiconductors | -14.9% | 6.5% |
| 6 | KLAC | KLA | -13.2% | 50.8% |
| 7 | BG | Bunge Global | -12.6% | 20.7% |
| 8 | CTVA | Corteva | -11.8% | 18.0% |
| 9 | QCOM | Qualcomm | -11.6% | -12.8% |
| 10 | GDDY | GoDaddy | -11.2% | -33.3% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name |
1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CTSH | Cognizant Technology Solutions | 34.8% | -32.5% |
| 2 | PYPL | PayPal | 29.8% | -1.4% |
| 3 | ACN | Accenture | 28.1% | -36.5% |
| 4 | CBOE | Cboe Global Markets | 25.2% | 24.2% |
| 5 | HPQ | HP | 23.8% | 25.9% |
| 6 | GRMN | Garmin | 23.6% | 46.0% |
| 7 | WDAY | Workday | 23.1% | -25.3% |
| 8 | WTW | Willis Towers Watson | 22.1% | 2.9% |
| 9 | REGN | Regeneron Pharmaceuticals | 22.1% | -0.9% |
| 10 | PSX | Phillips 66 | 21.3% | 66.6% |
| # | Ticker | Company Name |
1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | SNDK | SanDisk | -40.2% | 411.8% |
| 2 | GLW | Corning | -37.3% | 58.4% |
| 3 | KLAC | KLA | -31.3% | 50.8% |
| 4 | MRVL | Marvell Technology | -31.0% | 121.0% |
| 5 | APP | AppLovin | -29.9% | -41.2% |
| 6 | INTC | Intel | -29.0% | 144.4% |
| 7 | COHR | Coherent | -28.7% | 42.4% |
| 8 | LII | Lennox International | -27.2% | -13.9% |
| 9 | GNRC | Generac | -27.1% | 44.5% |
| 10 | TSLA | Tesla | -26.8% | -30.8% |
A movers list is a map of attention, not a set of instructions.
The tables earlier in this report highlight where capital and attention flowed over three different time horizons. A large daily move, positive or negative, is simply a signal that something has changed the market's immediate view of a company's risk or reward.
The disciplined next step is not to chase or flee, but to investigate. The names on these lists are starting points for research into the underlying business fundamentals, which is where durable value is found or lost.
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.
Today's Winner Is Tomorrow's Loser Often Enough
The movers list is the most honest picture of single-stock risk the market prints each day: the same volatility that makes the winners column also fills the losers column, and no one reliably knows which side a stock lands on next.
That is the case for owning a disciplined basket instead of chasing the tape. The Trefis High Quality (HQ) Portfolio holds roughly 30 businesses selected for consistent cash generation, strong margins, and resilient balance sheets, sized and rebalanced with rules. 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. Watch the movers for information; let the portfolio do the compounding.