📊 Daily Gainers & Losers — Oct 30, 2026

📚 Past 3 days: 29 Oct · 28 Oct · 27 Oct

83/85 tickers with data (IFX German-listed, QRVO no data)

6 up / 77 down — Relentless tech rout as Intel's -29% crash and AI cash-burn fears wiped out nearly every watchlist name.

• 🟢 SPOT (Consumer / Media) +6.50% — $593.44 — Q3 subscriber beat (306M Premium, +1M above guide) extended the post-earnings rally; consumer streaming acted as a safe haven from the AI capex selloff.
• 🟢 MPWR (Analog / Power) +1.07% — $1,211.63 — Analyst upgrades from Truist Financial and Rosenblatt Securities on power management demand provided a modest bid.
• 🟢 ADBE (Software) +0.85% — $250.23 — SaaS defensive play; held positive ground while hardware/semi names cratered in the tech rout.
• 🟢 TME (Consumer / Media) +0.48% — $8.41 — Chinese consumer media name uncorrelated from the US AI-sector turbulence; nominal gain on no catalyst.
• 🟢 SAP (Software) +0.41% — $235.02 — Enterprise software momentum and ongoing share buyback program provided a narrow positive carry.

• 🔴 INTC (CPU) -28.58% — $65.76 — Worst day since 1974; Q3 earnings beat but Q4 outlook missed estimates severely, PC market weakness persists, and massive cash burn shocked investors; Commerce Dept's 433M-share stake lost ~$11B in a single session.
• 🔴 SNDK (Memory) -13.47% — $1,150.89 — Solid Q4 earnings beat (EPS $52.60 vs $47.15) and 8-for-1 stock split announcement was sold into as profit-taking off massive YTD gains accelerated in the risk-off session.
• 🔴 AAOI (Networking / Optical) -12.80% — $69.05 — Hyperscaler spending fears hammered AI optics hardest; Amazon's $42B+ cash-burn disclosure raised acute doubts about data center buildout pace and optical demand growth.
• 🔴 TSEM (Foundry) -11.41% — $166.48 — Israeli-listed foundry caught in the Intel-led semi rout; sector-wide revaluation with no company-specific catalyst to break the fall.
• 🔴 COHR (Networking / Optical) -11.34% — $210.32 — Coherent tumbled in the optical connectivity rout as hyperscaler capex sustainability concerns deepened; analyst coverage framed it as an "optics valuation reckoning."

Sector Notes: The INTC -29% crash triggered the Nasdaq's worst single-day drop since June (-2.86%, S&P 500 -1.8%) as Big Tech's AI spending spree hit an investor-confidence reckoning. Every semi/optical/hardware name caught a double-digit or near-double-digit hit — AMD -10.9%, DELL -10.8%, ALAB -10.9%, MRVL -10.1%, ARM -10.0%, QCOM -11.1%. Consumer/software names (SPOT +6.5%, ADBE +0.9%, SAP +0.4%) bucked the tape entirely, confirming the selloff was AI-infrastructure-specific, not broad risk-off.