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Delta Electronics Rises 10%; Recruit Hits Record; Zhongji Innolight Declines
Daily Stock Movers: Delta Electronics jumps amid Nvidia-linked AI power news; Recruit posts record rally after strong results; Zhongji Innolight falls as US market exclusions pressure Chinese tech hardware.
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What stands out
Delta Electronics surged after reports that NVIDIA is investing in a data centre power producer, Recruit hit a record after the owner of Indeed reported stronger profits and raised its outlook, and Zhongji Innolight slid amid renewed US-market exclusion pressure. The trio sums up a 2026 market lesson: AI’s story is no longer just chips, it’s power, infrastructure and services, and a single capital move by NVIDIA can ripple through suppliers and partners. Those ripples happen against a noisy macro backdrop, from oil shocks to bond-market jitters, that can amplify short-term rotations even as long-term fundamentals evolve.