π‘ Research Board β Created by GWY
Daily & weekly automated equity research β semis / AI / tech
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π Daily Gainers & Losers β Nov 03, 2026
π Past 3 days: 2 Nov Β· 30 Oct Β· 29 Oct
83/85 tickers with data
Top 5 Gainers
- π’ FN (Networking / Optical) +15.45% β $363.33 β Q1 FY27 blowout: record revenue $1.47B (+51% YoY) and non-GAAP EPS $4.34 well above guidance, with Q2 revenue guide of $1.6β1.65B far ahead of consensus
- π’ BE (Industrial / Heavy Equipment) +9.05% β $214.01 β Signed MOU with California Resources Corp. to evaluate β₯1GW of solid-oxide fuel cells with carbon capture for California data centers; rebounded after ~25% monthly slide
- π’ CRDO (AI / Accelerators) +7.78% β $150.91 β Bounced with beaten-down AI connectivity names as chips rebounded from a 3-day rout; MarvellβLumentum mega-deal reinforced the optical-connectivity demand theme
- π’ NBIS (Neocloud) +7.25% β $151.64 β Dip-buying bounce across neoclouds in a chip-led tech rally; launched live GPU spot pricing and reserve auctions, with Q3 earnings (Nov 12) as next catalyst
- π’ CRWV (Neocloud) +7.16% β $53.74 β Bargain-hunting rebound in AI infrastructure after a brutal month; helped by Super Micro's strong results/guidance and Oracle's $20B raise β still near 52-week low ahead of Q3 on Nov 10
Top 5 Losers
- π΄ ADBE (Software) -2.12% β $246.14 β Software lagged the chip-led rebound on AI-disruption fears (open-source AI Photoshop clone; Redburn cuts Sell target to $140); Dec 9 earnings ahead
- π΄ AAPL (Big Tech) -1.90% β $331.90 β Sold off after Monday's FQ4 report: revenue beat but iPad missed, and December-quarter gross-margin guide of 45β46% trailed ~46.3% estimates on memory-cost inflation
- π΄ CRM (Software) -1.76% β $222.20 β Skeptical reception to Cresta voice-AI acquisition; fragile software sentiment after ServiceNow/Dynatrace concerns left it among the Dow's weakest names
- π΄ CDNS (EDA) -1.75% β $323.75 β The Information reported Anthropic is pitching Claude's chip-design capabilities to IPO investors, reigniting fears frontier AI could disrupt EDA demand (SNPS fell in sympathy); closed off a -4%+ intraday low
- π΄ SAP (Software) -1.42% β $230.31 β Down as rotation out of tech hit enterprise software on midterm-election day; Apple's margin warning and Palantir's slide added caution despite strong Q3 cloud growth (+26%)