Stock Markets March 26, 2026

Chip Makers Among Heaviest Losses as Market Sees Wide Swings Thursday

Lam Research and Applied Materials lead declines while a mix of retailers, food processors and small-cap biotech names post sharp moves

By Nina Shah LRCX AMAT MU META INTC
Chip Makers Among Heaviest Losses as Market Sees Wide Swings Thursday
LRCX AMAT MU META INTC

Thursday's trading session brought pronounced volatility across market-cap segments. Major semiconductor equipment names including Lam Research and Applied Materials registered notable declines, while select consumer, food and small-cap biotechnology issuers produced outsized gains. The day featured several company-specific developments that drove pronounced share-price moves across mega-, large-, mid- and small-cap cohorts.

Key Points

  • Semiconductor-equipment and chip-related names led declines among mega-cap stocks, with Lam Research (LRCX) down 6.91% and Applied Materials (AMAT) down 5.08%.
  • Several mid- and small-cap companies experienced outsized single-day moves driven by trial results, downgrades and acquisition news — including Wave Life Sciences (WVE) down 54.4% and Kodiak Sciences (KOD) up 54.51%.
  • Large-cap activity was mixed: JBS NV (JBS) rose 8.25% and Best Buy (BBY) gained 6.06%, while Fundrise Innovation Fund (VCX) fell 21.87%.

Equity markets experienced a volatile session on Thursday, with price action driven largely by company-specific news and earnings- or trial-related developments. Across the market-cap spectrum, individual stocks posted some of the largest percentage moves of the day, ranging from double-digit rallies to steep losses.


Mega-cap movers

  • Lam Research (LRCX); -6.91%
  • Applied Materials (AMAT); -5.08%
  • Micron Technology (MU); -4.33%
  • Facebook (META); -4.36%
  • Intel (INTC); -3.46%
  • Advanced Micro Devices (AMD); -3.51%
  • Palantir Technologies (PLTR); Bain & Company expands Palantir partnership for AI services; -2.6%
  • Alibaba (BABA); -2.41%
  • KLA-Tencor (KLAC); -4.13%

Large-cap movers

  • Fundrise Innovation Fund (VCX); -21.87%
  • Applovin (APP); -9.93%
  • Lumentum Holdings (LITE); Lumentum to open InP manufacturing facility in North Carolina; -6.34%
  • Amkor Technology (AMKR); -4.91%
  • TTM Technologies (TTMI); -4.48%
  • EchoStar Corp (SATS); -4.59%
  • Advanced Energy (AEIS); -5.15%
  • JBS NV (JBS); +8.25%
  • Best Buy (BBY); Best Buy (BBY) gains on speculation; +6.06%
  • Regencell Bioscience Holdings (RGC); +5.01%

Mid-cap movers

  • Wave Life Sciences (WVE); Wave Life Sciences reports obesity drug trial results; -54.4%
  • ADMA Biologics (ADMA); Cantor downgrades ADMA Biologics stock rating on short report concerns; -16.2%
  • Pony Ai (PONY); -11.5%
  • Vicor Corp (VICR); -6.95%
  • Camtek Ltd (CAMT); -6.23%
  • FormFactor (FORM); -3.95%
  • Celcuity (CELC); +4.29%
  • Marathon Pa (MARA); MARA Holdings to repurchase $1B in convertible notes at discount; +10.93%
  • United Natural Foods (UNFI); +7.39%
  • Navan Inc (NAVN); Navan beats Q4 estimates, shares soar 16% on strong guidance; +23.99%

Small-cap movers

  • Kodiak Sciences (KOD); Kodiak Sciences reports positive GLOW2 trial results for Zenkuda; +54.51%
  • Olaplex Holdings (OLPX); Henkel to acquire Olaplex for $1.4 billion in cash deal; +50.75%
  • Intrexon Corp (PGEN); +27.26%
  • One and One Green Tech Ltd (YDDL); +27.68%
  • Retail Value (RVI); +12.31%
  • Swarmer Inc (SWMR); +20.56%
  • Worthington Steel (WS); Worthington Steel tumbles on earnings miss and weak results; -12.88%
  • WhiteFiber (WYFI); WhiteFiber stock tumbles 11% as fourth quarter loss widens; -11.98%
  • Roma Green Finance (ROMA); -5.46%
  • Herman Miller (MLKN); MillerKnoll shares plunge 14% worse-than-expected Q3 results, guidance miss; -22.65%

The moves on Thursday were heterogeneous across capitalizations and sectors. Semiconductors and semiconductor-equipment names dominated the list of declines among mega-cap issuers, led by Lam Research and Applied Materials. Within large caps, several technology-related and manufacturing stocks recorded mid-single-digit drops, while food processor JBS and consumer electronics retailer Best Buy posted gains on distinct catalysts. Mid- and small-cap lists reflected the greatest breadth of company-specific news: clinical trial outcomes, acquisition announcements and corporate financing actions produced some of the largest single-day percentage changes.

Notable event-driven items included Wave Life Sciences reporting obesity drug trial results and Kodiak Sciences reporting positive GLOW2 trial results for Zenkuda. ADMA Biologics saw a downgrade tied to concerns raised in a short report, while Olaplex rose sharply on a cash acquisition agreement with Henkel. Navan's upside was attributed to beating fourth-quarter estimates and providing strong guidance.

Investors should note that the session's headline moves were concentrated in a mix of sectors: semiconductors and semiconductor equipment, biotechnology and pharmaceuticals, retail and consumer goods, and food processing. Each of these sectors saw at least one company post material intraday volatility tied to news or corporate actions.

Risks

  • Clinical trial outcomes can produce extreme volatility in biotechnology and pharmaceutical stocks, as illustrated by Wave Life Sciences (WVE) and Kodiak Sciences (KOD) - this affects the biotech sector.
  • Analyst downgrades and short-report concerns can materially influence share prices, as seen with ADMA Biologics (ADMA) - this presents risk for mid-cap biotech and specialty health names.
  • Earnings misses and weak guidance can drive sharp declines in industrial and consumer-facing companies, demonstrated by Worthington Steel (WS) and Herman Miller (MLKN) - this impacts industrials and consumer discretionary sectors.

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