Zscaler plunges 10% on CRO exit, Viavi surges on DoD cert

ZS  Zscaler

Zscaler shares fell 10.06% after the company announced that its Chief Revenue Officer is leaving (per 24/7 Wall St.).

VIAV  Viavi Solutions

Viavi Solutions surged 9.27% after its Aerospace & Defense division achieved CMMC Level 2 Cybersecurity Maturity Model Certification, a mandatory DoD compliance standard (per Investing.com).

BE  Bloom Energy

Bloom Energy shares surged 8.27% as the company reassured investors that Oracle remains fully committed to their 2.4 GW fuel cell contract for Project Jupiter (per Perplexity).

TWLO  Twilio

Twilio shares tumbled 7.96% after HSBC downgraded the stock to 'Reduce' from 'Hold', arguing valuation is ahead of fundamentals (per HSBC).

CRDO  Credo Technology

Credo Technology shares rebounded 7.65% as bullish analyst commentary reinforced the AI infrastructure growth narrative, citing its exposure to the indium phosphide laser shortage (per Seeking Alpha).

MU  Micron Technology

Micron Technology Inc. was up 0.16% as the Technology Equipment sector saw a general increase (per TradingKey).

STX  Seagate Technology

Seagate Technology shows strong AI-driven storage demand potential with 99% of organizations expecting increased requirements (per Pluang).

ANET  Arista Networks

Arista Networks is in focus due to strong AI infrastructure enthusiasm, with the market demanding proof of orders and capacity (per Kalkine Media).

LITE  Lumentum Holdings

Lumentum shares gained alongside a broad AI-driven tech rally, as the company unveiled new optical technology at ECOC 2026 (per Perplexity).

HOOD  Robinhood Markets

Robinhood (HOOD) trades with a bullish technical signal from moving averages and is diversifying into banking and prediction markets (per Pluang).

VIAV  Viavi Solutions

Viavi Solutions' Aerospace & Defense division secured CMMC Level 2 Cybersecurity Certification, a mandatory DoD compliance standard, reinforcing its position as a trusted supplier for U.S. defense contracts (per Investing.com).

CRDO  Credo Technology

Credo Technology's AI silicon platform 'Muse' validates the broader AI trade with 114.7% YoY revenue growth and guidance for 85%+ full-year revenue growth (per Seeking Alpha).

LITE  Lumentum

Lumentum unveiled new optical technology at ECOC 2026, including an eight-wavelength DWDM laser module for AI data center interconnects and a joint VCSEL-based optical die-to-die demo with Qualcomm and Corning (per Perplexity).

ANET  Arista Networks

Arista Networks is in focus as the market demands proof of orders, capacity, and sustainable customer demand for its high-speed data-center networking solutions amid strong AI infrastructure enthusiasm (per Kalkine Media).

DELL  Dell Technologies

Dell Technologies Inc. has been a frequently bought ticker in fintwit-tracked analyst portfolios.