Dell and HPE Surge While Speculative Nuclear Bets Sink

Today's list of biggest gainers and losers tells a coherent story once you look past the individual tickers. On a day when the broader market rallied and the VIX collapsed more than 11%, the stocks that moved the most split cleanly along one line: established AI-infrastructure hardware names with real, growing revenue rallied hard, while speculative, pre-revenue plays — especially small modular reactor (SMR) nuclear developers — sold off sharply. A handful of smaller, thinly traded names also swung double digits on both sides, as they often do on high-volatility sessions, though confirmed catalysts for those specific moves weren't independently verified.

A note on the data: the values below are drawn from an intraday snapshot and may not reflect final closing prices. We weren't able to independently confirm more current end-of-day prints for every name at publication, so treat exact figures as approximate until markets close.

Today's top gainers

• Dell Technologies (DELL), $559.30, +10.35%. Extending 2026's AI-infrastructure rally; Dell has repeatedly surged on strong server/AI-hardware demand this year, and today's move looks like part of the same broader AI-hardware enthusiasm lifting the semiconductor and infrastructure trade following Oracle's earnings.
• Hewlett Packard Enterprise (HPE), $61.30, +10.94%. Moving in tandem with Dell as an AI-server and networking peer; HPE has had numerous double-digit swings this year tied to AI-demand sentiment and analyst price-target changes, and today's gain fits that pattern.
• Vicor Corp (VICR), $197.98, +11.25%. A power-delivery components maker whose modules feed AI server racks; moves with the broader AI-hardware capex trade.
• Hut 8 Corp (HUT), $99.45, +9.61%. A bitcoin-mining and data-center operator; no single confirmed catalyst for today specifically, but crypto-adjacent infrastructure names often track both bitcoin sentiment and the broader AI-data-center narrative.
• ACV Auctions (ACVA), $10.42, +44.39%. The session's single biggest percentage gainer among more widely known names; a move of this size typically points to a specific company catalyst (earnings, an upgrade, or deal news) that wasn't independently confirmed at publication.

Several smaller, less widely followed names also posted outsized percentage gains today — TCGLF (+123.88%), XHLD (+21.50%), SWMR (+9.42%), SXTC (+28.24%), PMI (+14.51%), HTFL (+10.20%), TNON (+9.62%), NCRA (+19.36%), ODD (+16.91%), AQB (+11.32%), AAPI (+18.82%), NCTY (+15.51%), GNLN (+16.86%), GAUZ (+11.77%), and BW (+9.73%) among them — consistent with the low-float, high-volatility trading that's typical of micro-cap stocks on any active session. We're not attaching specific catalysts to those moves without a confirmed source.

Today's top losers

• NuScale Power (SMR), $8.79, -14.00%. A pre-revenue small modular reactor developer whose stock has been extremely volatile all year, with double-digit single-day moves common in both directions; no single new catalyst confirmed for today.
• Oklo Inc (OKLO), $36.30, -9.03%. Another pre-revenue SMR developer; the stock is already down roughly 60% from its 2025 peak and trades heavily on AI-power-demand sentiment rather than fundamentals, making it prone to sharp swings on shifting risk appetite.
• DigitalOcean (DOCN), $122.90, -6.19%. No confirmed company-specific catalyst found for today's decline.
• Cheetah Mobile (CMCM), $3.05, -8.64%. No confirmed company-specific catalyst found for today's decline.
• ProShares VIX Short-Term Futures ETF (VIXY), $17.25, -5.04%. A mechanical, not sentiment-driven, move: VIXY tracks VIX futures, and the VIX itself fell more than 11% today as the CPI-report uncertainty passed. VIXY's smaller decline versus spot VIX reflects the futures-based structure of the product.
• Citi Trends (CTRN), $60.32, -5.69%. No confirmed company-specific catalyst found for today's decline.

As with the gainers list, a number of smaller names also posted sharp declines — ADBT (-26.50%), DAIC (-11.20%), SWVL (-9.89%), HKIT (-5.10%), SGLY (-19.90%), WETO (-6.20%), SLS (-14.20%), SNYR (-8.15%), ALMS (-6.41%), MODD (-5.68%), SPRY (-5.63%), LNSR (-5.09%), WVVIP (-10.60%), and WLDS (-5.93%) among them. Several of these are thinly traded micro-caps where large percentage moves on modest dollar amounts are common and don't necessarily reflect company-specific news.

The pattern underneath the noise

The clearest thread connecting today's biggest moves is a rotation, not a single story: money moved toward AI-infrastructure names with real, growing revenue (Dell, HPE, Vicor) and away from speculative, pre-revenue bets on future AI-driven power demand (Oklo, NuScale). That's consistent with the broader tape today, where an Oracle-earnings-driven rally in established semiconductor and hardware names coincided with a sharp VIX decline — a market rewarding demonstrated execution over speculative narrative on a day when risk appetite was already running hot.

VIXY's decline is the outlier worth understanding separately: it's not a sentiment call on any company, just the mechanical result of the VIX itself falling sharply as today's inflation-data uncertainty resolved.