📊 Daily Gainers & Losers — Nov 04, 2026

📚 Past 3 days: 3 Nov · 2 Nov · 30 Oct

82/83 tickers with data (QRVO: possibly delisted)

• 🟢 MSFT (Big Tech / Platforms) +6.68% — $555.80 — Post-election rotation into hyperscalers; Azure grew 48% YoY with record $677B commercial backlog
• 🟢 AMZN (Big Tech / Platforms) +6.12% — $266.03 — Democrat sweep boosted big tech as investors bet existing data center assets benefit from buildout slowdown
• 🟢 QCOM (Mobile / Wireless) +5.33% — $173.19 — Surged ahead of earnings; signed SpaceX deal for US mobile network tech
• 🟢 AAPL (Big Tech / Platforms) +5.31% — $349.51 — Large-cap tech rally after Democrats' decisive midterm victory; quality bid lifted Apple
• 🟢 ANET (Networking / Optical) +5.04% — $178.48 — Beat-and-raise quarter with strong AI networking revenue guide; analyst PT hikes to $240

• 🔴 SMTC (Networking / Optical) -12.92% — $110.96 — Sold off in data-center/AI infrastructure rout; weak forward revenue forecast added pressure
• 🔴 FLEX (Hardware / OEM) -12.33% — $77.24 — Tumbled on financial risks tied to planned spin-off of Cloud & Power Infrastructure unit (Axiom Solutions)
• 🔴 VICR (Analog / Power / Industrial) -11.14% — $159.07 — Premium valuation adjustment amplified by broad AI infrastructure selloff on data-center regulatory fears
• 🔴 CRWV (Neocloud) -9.90% — $48.42 — Hit hardest by Democratic sweep; data center moratorium advocates won governorships in TX, GA, OH — direct threat to neocloud expansion
• 🔴 CAMT (Semi Equipment) -9.71% — $101.46 — Fell ahead of Q3 earnings; AI/HBM advanced-packaging concentration and premium valuation made it vulnerable in chip selloff