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Why It Moves

Sinclair, Wiley, Napco, Jabil, and Mirion Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." 

Dec 12, 2025
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Why It Moves

Applied Digital, Benchmark, Knowles, Cognex, and Flex Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." 

Dec 12, 2025
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Why It Moves

Coherent, Plexus, TTM Technologies, Cogent, and Amphenol Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." 

Dec 12, 2025
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Why It Moves

Why Dell (DELL) Shares Are Falling Today

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 5.7% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Dec 12, 2025
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Why It Moves

Why Ingram Micro (INGM) Shares Are Trading Lower Today

Shares of IT distribution giant Ingram Micro (NYSE:INGM) fell 2.6% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Dec 12, 2025
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Why It Moves

Why Pure Storage (PSTG) Stock Is Falling Today

Shares of data storage solutions provider Pure Storage (NYSE:PSTG) fell 4.6% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Dec 12, 2025
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Why It Moves

Super Micro (SMCI) Stock Trades Down, Here Is Why

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Dec 12, 2025
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Why It Moves

Why NetApp (NTAP) Stock Is Down Today

Shares of data storage company NetApp (NASDAQ:NTAP) fell 2.7% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Dec 12, 2025
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Why It Moves

Amkor, Seagate Technology, Semtech, and Photronics Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors grew concerned over the profitability timeline of artificial intelligence (AI) investments following financial reports from industry giants. 

Dec 12, 2025
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Why It Moves

RH (RH) Stock Trades Up, Here Is Why

Shares of luxury furniture retailer RH (NYSE:RH) jumped 7.8% in the afternoon session after the company reported decent third-quarter financial results, where it met revenue expectations. 

Dec 12, 2025