📊 Daily Gainers & Losers — Nov 05, 2026
📚 Past 3 days: 4 Nov · 3 Nov · 2 Nov
83/85 tickers with data (IFX, QRVO: no price data)
🔻 Catastrophic red day — worst semiconductor rout since March 2020. Nasdaq -5.5%, SOX -12%. Democrat midterm sweep sparked fears of stricter AI regulation, slower data center buildout, and higher capital costs. Weak Qualcomm earnings added to the panic. $2-3 trillion in market value erased.
Top 5 Gainers
- 🟢 SAP (Software) +1.45% — $243.53 — Defensive software bid; enterprise cloud demand resilient amid macro uncertainty
- 🟢 CHKP (Software) +0.52% — $148.18 — Q3 earnings beat Nov 2; cybersecurity spending viewed as recession-resistant
- 🔴 TME (Consumer / Media) -0.32% — $9.45 — Least-negative of the broad selloff; China tech relatively insulated from US political shift
- 🔴 ADBE (Software) -0.82% — $246.44 — Defensive software rotation; subscription model less exposed to AI capex cycle
- 🔴 NFLX (Consumer / Media) -1.25% — $65.56 — Streaming defensive bid; no direct AI infrastructure exposure
Top 5 Losers
- 🔴 SNDK (Memory) -22.26% — $806.43 — Sharpest drop in the index; AI memory boom reversing on fears of 2029 HBM oversupply; stock split (8:1) on Nov 20 adding volatility
- 🔴 AAOI (Networking / Optical) -20.89% — $46.89 — High-beta optical networking levered to AI data center buildout; direct casualty of AI spending slowdown fears
- 🔴 ALAB (AI / Accelerators) -19.62% — $179.47 — Astera Labs AI connectivity play hammered; hyperscaler capex pullback fears hit PCIe retimer demand outlook
- 🔴 LITE (Networking / Optical) -18.68% — $509.70 — Lumentum optical components for AI datacom; worst optical selloff since COVID open
- 🔴 MTSI (Networking / Optical) -18.35% — $190.35 — MACOM analog/optical semi for AI infrastructure; broad sector de-rating with no stock-specific catalyst