AI Infrastructure Stocks Lead Today's Market Movers · Aug 27, 2026

Which US stocks moved most on August 27, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 771.08 ▲ +1.1% - Nasdaq 100 (QQQ) 721.11 ▲ +1.4% - Russell 2000 (IWM) 299.81 ▲ +0.7% - Dow (DIA) 535.21 ▲ +1.5%

2. Biggest movers, grouped by what drove them

🤖 AI Infrastructure — Nutanix surged on cloud and agentic AI partnerships with AMD, while design software Figma spiked as AI shifted from threat to tailwind. - FIG +13.2% — Figma, Inc. - PATH +9.3% — UiPath, Inc. - NTNX +6.8% — Nutanix, Inc. 🔌 Semiconductors — Chip stocks jumped premarket after Nvidia's blowout report, with Intel, STMicroelectronics, and Amkor all gaining on sector momentum. - AMKR +6.9% — Amkor Technology, Inc. - INTC +4.4% — Intel Corporation - STM +3.4% — STMicroelectronics N.V. ⚛️ Quantum Computing — IonQ climbed on a $20M NASA quantum gravity award to Infleqtion, boosting confidence in the quantum computing sector. - IONQ +6.1% — IonQ, Inc. - RGTI +3.1% — Rigetti Computing, Inc. ⛏️ Precious Metals — Coeur Mining and Hecla Mining spiked as Treasury buyback plans ignited a precious metals rally. - CDE +3.6% — Coeur Mining, Inc. - HL +3.5% — Hecla Mining Company ₿ Crypto & Bitcoin — MARA Holdings surged as Bitcoin rebounded and hovered around $80K, while crypto stocks benefited from the broader digital asset momentum. - MARA +5.8% — MARA Holdings, Inc. - CRCL +4.8% — Circle Internet Group - WULF +3.3% — TeraWulf Inc. 🔒 Cybersecurity — No news attached — a flow move, not a catalyst. - TENB +11.8% — Tenable Holdings, Inc. - S +10.5% — SentinelOne, Inc. - ESTC +5.7% — Elastic N.V. - DT +3.6% — Dynatrace, Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - BULL +9.0% — Webull Corporation - GTLB +8.5% — GitLab Inc. - ASST +7.5% — Strive, Inc. - ZETA +7.1% — Zeta Global Holdings Corp. - ONDS +6.4% — Ondas Inc. - HIMS +6.1% — Hims & Hers Health, Inc. - SMR +5.2% — NuScale Power Corporation

3. What drove the upside

- Nutanix Surges as Cloud and Agentic AI Partnerships With AMD Pay Off - INTC, AMD, AVGO: Chip Stocks Jump Premarket After Nvidia's Blowout Report - Infleqtion Rises 6% on $20M NASA Quantum Gravity Award, IonQ Climbs 5% - Hecla Mining and Coeur Mining Spike 13% as Treasury Buyback Plan Ignites Precious Metals Rally

4. What weighed on it

- P −8.9% — Everpure, Inc. - BBY −4.4% — Best Buy Co., Inc. - One group moved with no news attached — flow, not a catalyst.

5. How this was built

Warrants and leveraged ETFs were removed before grouping — they crowd out the underlying names they track. 50 tickers survived that filter. Every number here comes from market data. The theme names and the one-line explanations are written from the day's headlines — where a group moved with no headline behind it, we say so rather than inventing a reason. This is an observation of what moved, not advice and not a recommendation. This tells you where attention went today; it does not tell you what happens next.