Rumble, Crane NXT, Arlo Technologies, CDW, and Insight Enterprises Shares Are Falling, What You Need To Know

Stock Story

What Happened?

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."

Oracle triggered the alarm by missing revenue estimates while simultaneously hiking capital expenditures by $15 billion. This reignited fears that AI infrastructure spending is outpacing actual monetization. Broadcom compounded the anxiety; despite beating earnings, its stock fell as CFO Kirsten Spears cautioned that gross margins may come under pressure as product mix shifts further toward system-level AI sales. This sparked a macro rotation away from AI infrastructure and power plays.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Digital Media & Content Platforms company Rumble fell 2.8%. Is now the time to buy Rumble? Access our full analysis report here, it’s free for active Edge members.
Specialized Technology company Crane NXT fell 4.8%. Is now the time to buy Crane NXT? Access our full analysis report here, it’s free for active Edge members.
Specialized Technology company Arlo Technologies fell 3.7%. Is now the time to buy Arlo Technologies? Access our full analysis report here, it’s free for active Edge members.
IT Distribution & Solutions company CDW fell 3.4%. Is now the time to buy CDW? Access our full analysis report here, it’s free for active Edge members.
IT Distribution & Solutions company Insight Enterprises fell 2.5%. Is now the time to buy Insight Enterprises? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Crane NXT (CXT)

Crane NXT’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 3 months ago when the stock gained 13.5% on the news that the company announced it expected its U.S. Currency business to grow in the high-single-digits in 2026.

This bright forecast was based on the Federal Reserve Board's recently published 2026 print order. The order showed a significant projected jump in banknote demand, with the volume of larger bills—like $10, $20, $50, and $100 notes—expected to increase by about 90% compared to 2025. This surge in demand for higher-value currency, which Crane NXT's technology supports, signaled a positive outlook for the company's sales. The company also noted its support for the U.S. Currency Program's key goals, which included the introduction of a new $10 banknote. Following the news, analysts at DA Davidson reiterated their "Buy" rating on the stock, reinforcing the positive investor sentiment.

Crane NXT is down 11.7% since the beginning of the year, and at $51.77 per share, it is trading 24.9% below its 52-week high of $68.91 from October 2025. Investors who bought $1,000 worth of Crane NXT’s shares at the IPO in March 2023 would now be looking at an investment worth $1,311.

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Avago, SanDisk among market cap stock movers on Friday

Investing.com

Advanced Micro Devices

-0.62%

Friday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Rivian Automotive and Lululemon Athletica are rallying, while stocks like Avago Technologies and SanDisk Corp-Exch are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200B+)

Avago Technologies (AVGO); Broadcom reports 28% revenue growth, raises dividend by 10% -11.15%
Micron Tech (MU) -5.39%
Applovin (APP) -4.59%
Lam Research Corp (LRCX) -4.39%
Adv Micro Device ( -3.97%
Oracle Corp (ORCL) -3.77%
Applied Matls Inc (AMAT); Applied Materials declares quarterly dividend of $0.46 per share -3.44%
Caterpillar (CAT) -1.96%
General Electric (GE) +4.21%
Mcdonalds (MCD) +2.1%

Large-Cap Stock Movers (Market Cap:$10-$200B)

SanDisk Corp-Exch (SNDK) -13.65%
Lumentum Holdings Inc (LITE) -11.67%
Fabrinet (FN) -9.87%
AltC Acquisition (OKLO) -9.22%
Rambus Inc (RMBS) -8.84%
Ciena (CIEN); Northland downgrades Ciena stock rating to Market Perform on valuation concerns -8.81%
Bloom Energy Corp (BE) -8.66%
Astera Labs (ALAB) -12.56%
Lululemon Athletica (LULU); Jefferies upgrades Lululemon stock rating to Hold amid CEO departure +10.23%
Rivian Automotive (RIVN) +14.67%

Mid-Cap Stock Movers (Market Cap:$2-$10B)

Fermi America LLC (FRMI) -30.73%
Arcus Biosciences Inc (RCUS) -13.37%
Modine Manufacturing Comp (MOD) -12.76%
Everus Construction (ECG) -11.16%
Fluence Energy (FLNC) -11.32%
Netskope Inc (NTSK); Netskope beats Q3 expectations as revenue jumps 33%, shares edge higher -11.28%
Solaris Oilfield Infrastructure (SEI) -13.79%
CF Acquisition Corp VI (RUMBW) -10.5%
Clear Secure (YOU); Clear Secure stock rating upgraded by JPMorgan on Amex partnership renewal +13.16%
WeShop Holdings Ltd (WSHP) +24.07%

Small-Cap Stock Movers (Market Cap:$300M-$2B)

Graphite Bio (LENZ) -24.06%
Arteris (AIP); Arteris to acquire cybersecurity firm Cycuity to enhance chip security -16.16%
Qilian International Holding Group (BGM) -14.53%
TryHard Holdings (THH) +52.64%
Tilray Inc (TLRY) +39.27%
Frequency Electro (FEIM) +29.31%
Sundial Growers Inc (SNDL) +24.29%
Polestar Automotive Holding Plc (PSNY) +20.32%
Village Farms O (VFF) +20.88%
Flame Acquisition (SOC) +13.12%

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This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Dj Vp Chawla Sells 7400 Of Cdw Corp >Cdw

Reuters

CDW Corp.

-1.09%

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Tesla and JP Morgan among market cap stock movers on Tuesday

Investing.com

Galaxy Digital Inc. Class A Common Stock

-7.07%

Tuesday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Tesla (TSLA) and Applovin (APP) are rallying, while stocks like JP Morgan Chase (JPM) are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers ($200B+ Market Cap)

Applovin (APP) +4.31%
Tesla Motors (TSLA) +2.12%
Exxon Mobil (XOM); ExxonMobil raises earnings outlook, accelerates emissions reduction plans +2.35%
Micron Tech (MU); Micron stock initiated with Buy rating at HSBC on DRAM rally potential +1.93%
Shopify Inc (SHOP) +2.13%
Merck & Co (MRK); FDA launches fresh safety scrutiny of approved RSV therapies for infants -1.91%
JP Morgan Chase (JPM) -4.31%

Large-Cap Stock Movers ($10B-$200B Market Cap)

Polestar Automotive Holding Plc (PSNY) +11.77%
Bitmine Immersion Tech (BMNR) +9.91%
Ares Management LP (ARES) +8.15%
ETHA (ETHA) +7.55%
Hecla Mining Comp (HL) +6.98%
Circle Internet Group Inc (CRCL) +5.79%
Ferguson NYQ (FERG) -6.64%
Credo Technology Holding (CRDO) -5.22%
Autozone Inc (AZO) -7.12%
Summit Therapeutics PLC (SMMT) -7.38%

Mid-Cap Stock Movers ($2B-$10B Market Cap)

Wave Life Sciences Ltd (WVE); RBC Capital upgrades WAVE Life Sciences stock to Outperform on obesity drug data +15.12%
Teleflex Inc (TFX); Montagu and Kohlberg to acquire Teleflex Medical OEM for $1.5 billion +11.6%
Clear Secure (YOU); CLEAR secures contract with CMS to modernize Medicare identity verification +10.22%
Galaxy Digital Holdings OTC (GLXY); Citizens initiates Galaxy Digital stock with Market Outperform rating on dual growth drivers +11.07%
Neptune Insurance Holdings Inc (NP) +9.19%
Dynergy (DYN); Dyne Therapeutics launches $300 million common stock offering -14.64%
Slm Corporation (SLM); SLM stock downgraded by Morgan Stanley on higher expense outlook -14.21%
Kontoor Brands (KTB) -9.55%
CF Acquisition Corp VI (RUMBW) -9.5%
WeShop Holdings Ltd (WSHP) -18.76%

Small-Cap Stock Movers ($300M-$2B Market Cap)

Alexander & Baldwin Inc (ALEX); Alexander & Baldwin stock downgraded by Piper Sandler after going private deal +37.75%
Tronox Limited (TROX); Tronox stock rating upgraded by BMO Capital on improved risk/reward +31.7%
Phreesia Inc (PHR); Phreesia shares rise as company swings to profit in third quarter -22.19%
TryHard Holdings (THH) -21.44%
MamaMancinis (MAMA) +21.15%
iHeartMedia A (IHRT) +20.09%
Diginex Inc (DGNX); Diginex reports 293% revenue growth in H1 fiscal 2025 +19.42%
Central Vermont Pub Svc (CV) +17.03%
AXT Inc (AXTI) +16.17%
BMNU (BMNU) +1.41%

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This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Dj Vp Chawla Registers 7400 Of Cdw Corp >Cdw

Reuters

CDW Corp.

-1.09%

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13D Filings — Barrons.com

Dow Jones Newswires

Bitdeer Technologies

-6.01%

Centessa Pharmaceuticals

-0.30%

Dianthus Therapeutics

These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Nov. 27 through Dec. 3, 2025. Source: VerityData

Original Filings

Ashland (ASH) Standard Investments disclosed a new position in the specialty chemical maker of 2,625,000 shares. Standard Investments purchased 385,000 of those shares from Nov. 18 through Nov. 24 at per share prices ranging from $48.41 to $51.15. Following the latest purchases, Standard Investments owns a 5.7% stake in Ashland's outstanding stock. Shares of Ashland have lost roughly 16.4% of their value in 2025.

Increases in Holdings

Bitdeer Technologies(BTDR) Tether Holdings raised its stake in the blockchain specialist to 32,244,062 shares. Tether Holdings did so through the purchase of 1,887,531 Bitdeer Technologies shares from Nov. 17 through Nov. 21 at per share prices ranging from $9.70 to $10.15. Following the latest purchases, Tether Holdings owns 14.5% of Bitdeer Technologies' outstanding stock. Shares of Bitdeer have lost approximately 44.9% of their value in 2025.

Decreases in Holdings

Dianthus Therapeutics (DNTH) Fairmount Funds Management lowered its stake in the clinical-stage biotechnology company to 2,139,635 shares. Fairmount Funds Management did so through the sale of 1,170,000 Dianthus Therapeutics shares in a block trade on Nov. 21 at a price of $39.50 per share. Following the latest sale, Fairmount Funds Management continues to own 4.9% of Dianthus Therapeutics' outstanding stock, placing Fairmount below the 5% threshold that would require it to report further sales. Shares of Dianthus Therapeutics have gained roughly 89.5% in value since the beginning of this year.

Centessa Pharmaceuticals (CNTA) General Atlantic reduced its stake in the clinical-stage pharmaceutical company to 7,366,818 shares. General Atlantic did so through the sale of 2,315,000 Centessa Pharmaceuticals shares from Nov. 18 through Nov. 26 at per share prices ranging from $28.03 to $29.22. Following the latest sales, General Atlantic continues to own 5% of Centessa Pharmaceuticals' outstanding stock. Shares of Centessa have gained roughly 66.1% in value since the beginning of this year.

Insight Enterprises(NSIT) ValueAct Capital lowered its stake in the enterprise information-technology company to 1,446,739 shares. ValueAct Capital did so through the sale of 220,000 Insight Enterprises shares from Oct. 29 through Dec. 1 at per share prices ranging from $85 to $105.09. Following the latest sales, ValueAct Capital continues to own 4.7% of Insight Enterprises' outstanding stock, placing ValueAct below the 5% threshold that would require it to report further sales. Shares of Insight Enterprises have lost approximately 40.6% of their value since the beginning of this year.

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This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

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