What Happened?
A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.
This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time.
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:
- Electronic Components company Bel Fuse (NASDAQ: BELFA) jumped 7.7%. Is now the time to buy Bel Fuse? Access our full analysis report here, it’s free.
- Custom Parts Manufacturing company Stratasys (NASDAQ: SSYS) jumped 10.5%. Is now the time to buy Stratasys? Access our full analysis report here, it’s free.
- Home Construction Materials company JELD-WEN (NYSE: JELD) jumped 7.2%. Is now the time to buy JELD-WEN? Access our full analysis report here, it’s free.
- Agricultural Machinery company AGCO (NYSE: AGCO) jumped 6.3%. Is now the time to buy AGCO? Access our full analysis report here, it’s free.
- Marine Transportation company Pangaea (NASDAQ: PANL) jumped 7.9%. Is now the time to buy Pangaea? Access our full analysis report here, it’s free.
Zooming In On Stratasys (SSYS)
Stratasys’s shares are very volatile and have had 21 moves greater than 5% over the last year. But moves this big are rare even for Stratasys and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 14 days ago when the stock dropped 3.7% on the news that the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs. Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This development was a key factor in helping major indexes recover from earlier losses, even as some analysts noted that underlying geopolitical risks and market volatility remain concerns for investors.
Stratasys is up 24.8% since the beginning of the year, but at $11.25 per share, it is still trading 12.5% below its 52-week high of $12.85 from February 2025. Investors who bought $1,000 worth of Stratasys’s shares 5 years ago would now be looking at an investment worth $206.82.
While Wall Street chases Nvidia at all-time highs, an under-the-radar semiconductor supplier is dominating a critical AI component these giants can’t build without. Click here to access our full research report, it’s free.
