📊 Daily Gainers & Losers — Oct 26, 2026

📚 Past 3 days: 23 Oct · 22 Oct · 21 Oct

84/85 watchlist tickers with data (QRVO possibly delisted)

• 🟢 VICR (Analog / Power / Industrial) +10.64% — $194.77 — Sharp rebound after last week's ~16% profit-taking; Anthropic IPO filing re-ignites AI-infra demand, Roth reiterates Buy on royalty upside
• 🟢 LITE (Networking / Optical) +8.19% — $818.10 — New-high breakout as Anthropic IPO filing revives AI-capex bets; IBD flags top funds scooping up shares after record-guidance print
• 🟢 TSEM (Foundry) +6.68% — $178.75 — Rides the broad semi rally (SOXX +3%) on Anthropic IPO enthusiasm; SiGe AI-connectivity capacity deal with Semtech keeps momentum in the +70% YTD foundry
• 🟢 AAOI (Networking / Optical) +6.56% — $71.94 — High-beta AI-optics name surges with the optical complex (LITE, COHR, CIEN all up big) as Anthropic filing rekindles datacenter buildout demand
• 🟢 ARM (CPU) +6.19% — $223.35 — Technical rebound after steep pullback plus bullish Wall Street research; AI compute demand and cloud-royalty positioning into earnings, amplified by AI-trade euphoria

• 🔴 AMKR (Packaging) -6.34% — $36.81 — De-risked ahead of after-hours Q3 report; revenue then missed consensus ($1.99B vs $2.01B) with soft guidance
• 🔴 NBIS (Neocloud) -3.45% — $153.27 — Musk warns of neocloud shakeout and consolidation; high debt, heavy capex and financing-sustainability fears hit Nebius again
• 🔴 NFLX (Consumer / Media) -2.96% — $63.90 — Extends slide — stock down six straight quarters post-Q3 as revenue forecast trailed Wall Street hopes and engagement concerns persist
• 🔴 SPOT (Consumer / Media) -2.03% — $572.36 — Gives back a slice of the post-earnings pop that erased its 2026 loss; profit-taking in Consumer/Media
• 🔴 ADBE (Software) -1.97% — $258.62 — Second straight decline after last week's double downgrade (Wells Fargo Underweight, HSBC Hold); generative-AI disruption overhang persists