In a volatile session led by sharp sector swings, several high-beta technology and EV names remained in focus as investors reacted to earnings signals, guidance resets, and renewed interest in AI-adjacent small caps.
Big Movers: Green on the Screen
Planet Labs PBC surged 35.01% to 17.47
The satellite-data company staged one of its strongest single-day moves of the year as heavy volumes signaled renewed institutional interest.
Ondas Holdings jumped 8.35% to 9.02
The industrial-wireless solutions player extended its breakout trend, now up nearly 495% year-to-date, making it one of the best-performing micro-cap tech names.
Plug Power climbed 4.42% to 2.36
Momentum traders flocked back to clean-energy counters after weeks of consolidation.
BigBear.ai added 1.97% to 6.74
AI analytics demand kept the stock buoyant, driving a staggering 162% gain in 2025, placing the company among this year’s top AI high-flyers.
Ford Motor gained 1.64% to 13.63
Traditional auto names saw modest support as investors rotated into value following weakness in high-growth EV stocks.
Denison Mines rose 2.60% to 2.76
Uranium sentiment remained constructive, underpinning demand for nuclear-fuel plays.
Heavyweights Under Pressure
Oracle Corporation plunged 10.83% to 198.85
The software giant faced acute selling pressure after fresh concerns around cloud growth and enterprise demand. Volume spiked to 96.25M shares, sharply above its 24.7M average.
Rivian Automotive fell 6.11% to 16.43
EV sentiment weakened further amid ongoing concerns over cash burn and delivery scaling.
NVIDIA slipped 1.58% to 180.87
Profit-taking hit the semiconductor leader despite its strong year-to-date gain of 36.89%.
Intel dropped 3.11% to 39.51
Chipmakers weakened broadly following softer guidance commentary in the PC supply chain.
Tesla eased 1% to 446.89
The EV major faced mild selling after touching recent highs, though it remains up nearly 3.5% YTD.
Moderate Movers
Opendoor Technologies edged up 0.71% to 7.05
Real-estate tech stocks stabilized despite mixed US housing data.
Key Takeaway
The session highlighted a stark divergence:
Large-cap tech experienced sharp corrections, while small-cap AI, satellite, uranium, and energy-transition names continued attracting speculative flows. Oracle’s double-digit drop was the standout negative surprise, whereas Planet Labs’ 35% jump became the day’s strongest outperformer.
