AI Stocks — Daily Top 5 Moves

2026-11-02 · MONDAY · 13:14 PST

1 Oracle ORCL · $119.1 · -8.85% Oracle closed 8.85 percent lower at $119.10 after announcing a roughly $20 billion capital raise, split between investment-grade bonds and new stock, to fund its AI build-out and dividend. Investors read the stock half as dilution on top of a balance sheet they already consider leveraged. It was the steepest fall among the names tracked here.
2 Intel INTC · $59.97 · -8.80% Intel closed 8.80 percent lower at $59.97, a second session of selling after Friday's near 29 percent fall. Last Thursday's third-quarter report beat on profit but guided current-quarter revenue to $15 billion to $16 billion against about $17 billion expected, with management pointing to PC weakness into the first half of 2027. Further analyst downgrades followed on Monday.
3 Super Micro Computer SMCI · $30.44 · -7.62% Super Micro closed 7.62 percent lower at $30.44 the session before its fiscal first-quarter report, due after Tuesday's close. The AI server selloff that started with Intel's outlook carried through the group, with Dell and HPE also down. Super Micro pre-announced revenue of $18.5 billion to $19.5 billion last month, so the guidance is what remains in question.
4 AMD AMD · $466.84 · -7.52% AMD closed 7.52 percent lower at $466.84 a day before its third-quarter report, due after Tuesday's close. No company news drove the move: investors trimmed AI chip positions ahead of the print after Intel's guidance cut revived worries about PC demand and memory costs. Chip and hardware names led a tech sector that was down about 2.4 percent.
5 Micron MU · $833.59 · -5.78% Micron closed 5.78 percent lower at $833.59 after Kioxia guided December-quarter operating profit to about 2 trillion yen, barely above the September quarter and short of estimates, which turned memory names negative from the Tokyo session onward. Western Digital and SanDisk fell with it. Kioxia blamed shipment timing and said next year's planned output is sold out.

2026-10-30 · FRIDAY · 13:18 PDT

1 Intel INTC · $65.76 · -28.58% Intel closed 28.58 percent lower at $65.76 after Thursday's third-quarter report beat on profit but guided the current quarter far below estimates. Finance chief David Zinsner said Intel does not expect to take in more cash than it spends this year and sees the PC slowdown running at least through the first half of next year. The Guardian put the fall near Intel's worst day since 1974.
2 AMD AMD · $504.8 · -10.88% AMD fell 10.88 percent to $504.80, the steepest drop among large chipmakers after Intel itself, as the sector sold off following Intel's forecast and with no AMD announcement behind the move. The company reports third-quarter results on November 3. The Nasdaq composite fell more than 3 percent in a second straight day of losses over AI spending.
3 Arm Holdings ARM · $205.97 · -9.97% Arm Holdings fell 9.97 percent to $205.97 with the rest of the chip sector and with no company announcement behind the move. Arm earns royalties on chips built with its designs, which ties it to the PC slowdown Intel described on Thursday. It reports its fiscal second quarter next week.
4 Oracle ORCL · $130.68 · -6.36% Oracle fell 6.36 percent to $130.68 in a second day of selling across AI infrastructure names, with no Oracle announcement behind the move. The BBC counted Oracle among five companies committing $800.6 billion to AI spending in 2026, and its data center buildout is financed largely with debt, which leaves the stock sensitive to doubts about when that spending pays off.
5 Palantir PLTR · $184.11 · -6.27% Palantir fell 6.27 percent to $184.11 as investors cut high-multiple AI positions, with no company announcement behind the move. Palantir reports third-quarter results after the close on November 2, a date it set in an October 12 release. The S&P 500 fell more than 1 percent on the day and was on track to erase its October gain.

2026-10-29 · THURSDAY · 13:18 PDT

1 Alphabet GOOGL · $283.82 · -12.64% Alphabet closed 12.64 percent lower at $283.82, a day after third-quarter results released on October 28 missed on revenue. Bloomberg put the single-session loss at a record $500 billion of market value and framed the miss as AI eating into sales, while Ars Technica reported Google conceding that AI search earns less than its old results page.
2 Micron MU · $934.27 · -4.98% Micron fell 4.98 percent to $934.27 with the rest of the AI trade, with no Micron-specific announcement behind the move. Samsung Electronics reported on October 29 that its chip profit missed estimates even as it raised capital spending more than 60 percent after selling out its high-end 2027 supply.
3 Amazon AMZN · $244.25 · -4.07% Amazon closed down 4.07 percent at $244.25 in the session before its own third-quarter results, which the company scheduled for after the close on October 29. The decline tracked a broad retreat in AI-linked shares after Alphabet's revenue miss renewed questions about the return on cloud and data-center spending.
4 Super Micro Computer SMCI · $34.43 · -3.85% Super Micro Computer fell 3.85 percent to $34.43, moving with AI-infrastructure names rather than on any company news. The session's driver was Alphabet's third-quarter revenue miss, which revived doubts about how fast AI capital spending pays back and sent the Nasdaq 100 lower.
5 Intel INTC · $92.07 · -3.62% Intel closed 3.62 percent lower at $92.07 with no company-specific announcement for the day. Chip stocks gave back ground across the board as Alphabet's revenue miss turned sentiment against the AI build-out, in a session Bloomberg described as the AI trade showing new cracks.

2026-10-28 · WEDNESDAY · 13:18 PDT

1 Oracle ORCL · $144.34 · +10.58% Oracle rose 10.58 percent to 144.34 dollars, the largest move among the chip and AI names tracked today. At its investor day the company targeted at least 225 billion dollars of annual revenue by fiscal 2030, reaffirmed fiscal 2027 guidance of 90 billion dollars, and put remaining performance obligations at 664 billion dollars. It also said capital spending peaks in fiscal 2027 and 2028.
2 Micron MU · $983.23 · +5.86% Micron rose 5.86 percent to 983.23 dollars. SK Hynix reported record quarterly results, with revenue of 104.62 trillion won and operating profit up 632 percent from a year earlier, and said its DRAM and high-bandwidth memory output is effectively sold out for the next three years. Micron is the closest US-listed read on the same memory cycle.
3 Arm Holdings ARM · $235.9 · +4.10% Arm Holdings rose 4.1 percent to 235.90 dollars. No company announcement accompanied the move: chip shares climbed for a third straight session after SK Hynix's record quarter lifted the AI hardware group. Arm is scheduled to report quarterly results on November 4.
4 AMD AMD · $578.44 · +3.24% AMD rose 3.24 percent to 578.44 dollars with no company-specific news. The gain came with the broader semiconductor group, which rallied after SK Hynix's record quarter and its view that memory supply stays tight for years. Traders were also waiting on a Federal Reserve decision and on Microsoft and Alphabet earnings.
5 Broadcom AVGO · $351.81 · +2.77% Broadcom rose 2.77 percent to 351.81 dollars, with no company announcement behind it. AI infrastructure and chip names extended a three-day advance after SK Hynix's record quarter, and Oracle's long-term revenue target the same day added to the case for sustained AI capital spending.

2026-10-27 · TUESDAY · 13:18 PDT

1 Super Micro Computer SMCI · $35.09 · +7.34% Super Micro Computer rose 7.34 percent to 35.09 dollars, the largest move among the chip and AI names tracked today. No company announcement accompanied it: AI infrastructure shares extended Monday's rebound off Anthropic's IPO filing, helped by a 63 billion dollar financing vehicle for Anthropic compute unveiled after Monday's close. Results are due on November 3.
2 AMD AMD · $560.26 · +5.45% AMD rose 5.45 percent to 560.26 dollars after an expanded partnership with Meta Platforms. Meta has begun installing and testing AMD's Helios rack-scale systems for its next frontier models, runs its Muse agent on EPYC processors and is an early partner for the coming MI450 accelerator; AMD will put 1 billion dollars into Meta's equity offering.
3 Broadcom AVGO · $342.33 · +4.00% Broadcom rose 4.00 percent to 342.33 dollars after a 63 billion dollar financing structure for Anthropic's compute buildout was unveiled following Monday's close. The vehicle, backed by Bank of America, Citigroup, Morgan Stanley and Blackstone, funds purchases and leases of Broadcom AI chips and networking gear, with deliveries from 2027.
4 Intel INTC · $93.74 · +3.61% Intel rose 3.61 percent to 93.74 dollars, extending Monday's gain on New Street Research's upgrade to Buy with a 125 dollar price target. No fresh company news was reported for Tuesday, when chip shares advanced broadly. Intel reports third-quarter results on October 29.
5 Oracle ORCL · $130.55 · +3.56% Oracle rose 3.56 percent to 130.55 dollars after expanding its OpenAI partnership at the Oracle AI World conference, putting its business applications and data inside ChatGPT. Four products come with the deal, among them an AI Workspace that makes ChatGPT the entry point to Oracle software and a security mesh built on OpenAI models.

2026-10-26 · MONDAY · 13:16 PDT

1 Arm Holdings ARM · $223.35 · +6.19% Arm Holdings rose 6.19 percent to 223.35 dollars, the largest move among the chip and AI names tracked today. Chip stocks rebounded broadly after Anthropic made its IPO paperwork public, sending the Philadelphia Semiconductor Index up more than 3 percent. No company-specific news accompanied Arm's gain, which retraces part of last week's semiconductor selloff.
2 Intel INTC · $90.47 · +4.04% Intel rose 4.04 percent to 90.47 dollars after New Street Research upgraded the stock to Buy from Neutral with a 125 dollar price target, arguing that the server CPU shortage will persist for years. The call landed alongside a broad rebound in chip shares. Intel reports third-quarter results on October 29, having guided to 15.8 to 16.8 billion dollars of revenue.
3 Micron MU · $903.7 · +2.98% Micron rose 2.98 percent to 903.70 dollars, moving with the rest of the chip complex rather than on company news. Semiconductor shares rebounded after Anthropic made its IPO filing public, reviving the AI demand expectations that memory makers are levered to. The Philadelphia Semiconductor Index gained more than 3 percent on the session.
4 AMD AMD · $531.28 · +2.80% AMD rose 2.80 percent to 531.28 dollars as buyers returned to AI chip names. The rebound followed Anthropic's public IPO filing, which lifted the AI hardware complex after two consecutive weekly declines for the S&P 500 and the Nasdaq Composite. No AMD-specific catalyst was reported for the session.
5 NVIDIA NVDA · $216 · +2.39% NVIDIA rose 2.39 percent to 216.00 dollars as AI infrastructure names rebounded together. Anthropic's public IPO filing renewed appetite for the AI buildout trade, lifting the Philadelphia Semiconductor Index more than 3 percent and carrying CoreWeave, IREN and the memory makers with it. No NVIDIA-specific news drove the move.

2026-10-22 · THURSDAY · 13:14 PDT

1 AMD AMD · $507.93 · -8.10% AMD fell 8.10 percent to 507.93 dollars, the steepest decline among the chip and AI names tracked today. The drop followed Lam Research's October 21 earnings call, where executives said component shortages and clean room limits would hold back chipmakers' output into calendar 2027. The iShares Semiconductor ETF lost about 6 percent while the Nasdaq 100 fell under 3 percent.
2 Intel INTC · $85.49 · -8.04% Intel fell 8.04 percent to 85.49 dollars as the semiconductor selloff spread past chip designers. Owning its own fabs offered no shelter: the component and clean room bottlenecks Lam Research described on Wednesday's call are the same inputs Intel's manufacturing expansion depends on.
3 Arm Holdings ARM · $210.1 · -7.28% Arm Holdings fell 7.28 percent to 210.10 dollars, sliding with the broader chip complex after Lam Research's supply warning. Arm licenses designs rather than manufacturing chips, so clean room and component limits do not bind it directly, but its royalties ride on the same AI data center buildout investors spent the session repricing.
4 Meta Platforms META · $648.85 · -6.98% Meta Platforms fell 6.98 percent to 648.85 dollars as investors weighed its AI buildout against a revenue beat. Third-quarter revenue rose 26 percent to 64.60 billion dollars, but Meta lifted the floor of its full-year capital spending range to 135 billion dollars, turned free cash flow negative by 2.12 billion, and will add a nonvoting Class C share class. Its credit default swap spread hit a record.
5 Micron MU · $856.49 · -6.26% Micron fell 6.26 percent to 856.49 dollars as the selloff in memory names deepened. Memory fell harder than the rest of the chip sector on Thursday, with SanDisk down 8 percent ahead of its own results and Western Digital down 7 percent, per 24/7 Wall St.