AI-driven momentum and sector rotation continued to shape the market this week. The S&P 500 (SPY) closed up 0.54%, while the Dow (DIA) gained 0.94% and the Nasdaq (QQQ) rose 0.46%.
Week's Verdict
Indexes
AI-driven momentum and sector rotation continued to shape the market, with SPY up 0.54%, DIA up 0.94%, and QQQ up 0.46%.
Biggest Moves
MRNA Moderna Inc
29.11% — Positive clinical trial data for its personalized cancer vaccine and FDA clearance of updated COVID-19 vaccines.
VICR Vicor Corporation
26.60% — Raised Q3 2026 revenue growth guidance due to royalty income from a new non-exclusive Vertical Power Delivery (VPD) license with a major AI OEM.
P Everpure Inc.
20.99% — Inclusion in the S&P 500 index, a CFRA upgrade, and strong fiscal 2028 outlook driven by demand for all-flash storage solutions in AI data centers.
GEN Gen Digital Inc.
-25.47% — Reports of a potential takeover bid for GoDaddy, viewed as a high-risk strategic pivot due to elevated debt and likely dilutive equity.
PAYX Paychex Inc
-12.72% — Q1 FY2027 adjusted EPS beat estimates, but revenue was in line, and the company reaffirmed full-year guidance without new catalysts.
BSP Bending Spoons S.p.A. Ordinary Shares
-12.68% — No dominant catalyst found for the decline this week.
What Smart Money Did
DELL Dell Technologies Inc
among the most-bought names in our tracking this week — Strong AI infrastructure momentum, including a reported $95 billion AI server backlog, and a positive initiation from RBC Capital Markets.
SOFI SoFi Technologies Inc.
among the most-bought names in our tracking this week — Announcement that stablecoin settlement is now live across its $25 billion debit and credit card program on Mastercard's network.
CRDO Credo Technology Group Holding Ltd
tracked analysts were net sellers — Strong Q1 FY27 earnings with revenue jumping 115% year-over-year driven by AI and data center demand, upbeat analyst upgrades and growth forecasts, and the launch of advanced 224G-based 1.6T ZeroFlap optical transceivers for AI networks.
TSLA Tesla Inc
tracked analysts were net sellers — Progress in autonomous driving and enthusiasm for artificial intelligence, along with a teaser of the long-awaited Roadster ahead of an October 1st unveiling.
See all of today's top buys at fintwit.ai
AI's Top Signals
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